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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) and LiveRamp Holdings, Inc. (RAMP). Click either name above to swap in a different company.
LiveRamp Holdings, Inc. is the larger business by last-quarter revenue ($212.2M vs $121.4M, roughly 1.7× Broadstone Net Lease, Inc.). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs 18.8%, a 19.4% gap on every dollar of revenue. On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs 8.6%). Over the past eight quarters, LiveRamp Holdings, Inc.'s revenue compounded faster (11.1% CAGR vs 7.1%).
Broadstone Net Lease, Inc. is a real estate investment trust (REIT) that acquires, owns, and manages a diversified portfolio of single-tenant commercial real estate assets across the United States. Its portfolio covers key segments including industrial facilities, healthcare properties, retail locations, and office spaces, all leased to tenants under long-term net lease agreements.
LiveRamp Holdings, Inc., is an American SaaS company that offers a data connectivity platform whose services include data onboarding, the transfer of offline data online for marketing purposes.
BNL vs RAMP — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $212.2M |
| Net Profit | $46.4M | $39.9M |
| Gross Margin | — | 71.9% |
| Operating Margin | 52.2% | 18.6% |
| Net Margin | 38.2% | 18.8% |
| Revenue YoY | 11.7% | 8.6% |
| Net Profit YoY | — | 255.7% |
| EPS (diluted) | $0.24 | $0.62 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $212.2M | ||
| Q3 25 | $114.2M | $199.8M | ||
| Q2 25 | $113.0M | $194.8M | ||
| Q1 25 | $108.7M | $188.7M | ||
| Q4 24 | $112.1M | $195.4M | ||
| Q3 24 | $108.4M | $185.5M | ||
| Q2 24 | $105.9M | $176.0M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $39.9M | ||
| Q3 25 | $26.5M | $27.4M | ||
| Q2 25 | $20.2M | $7.7M | ||
| Q1 25 | $16.7M | $-6.3M | ||
| Q4 24 | $26.4M | $11.2M | ||
| Q3 24 | $35.6M | $1.7M | ||
| Q2 24 | $35.3M | $-7.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -3.0% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 18.8% | ||
| Q3 25 | 23.2% | 13.7% | ||
| Q2 25 | 17.8% | 4.0% | ||
| Q1 25 | 15.4% | -3.3% | ||
| Q4 24 | 23.5% | 5.7% | ||
| Q3 24 | 32.8% | 0.9% | ||
| Q2 24 | 33.4% | -4.3% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.62 | ||
| Q3 25 | $0.14 | $0.42 | ||
| Q2 25 | $0.10 | $0.12 | ||
| Q1 25 | $0.09 | $-0.10 | ||
| Q4 24 | $0.13 | $0.17 | ||
| Q3 24 | $0.19 | $0.03 | ||
| Q2 24 | $0.19 | $-0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $20.3M | $403.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.0B | $962.3M |
| Total Assets | $5.8B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $403.4M | ||
| Q3 25 | $82.0M | $376.9M | ||
| Q2 25 | $20.8M | $371.1M | ||
| Q1 25 | $9.6M | $420.8M | ||
| Q4 24 | $14.8M | $384.3M | ||
| Q3 24 | $9.0M | $348.4M | ||
| Q2 24 | $18.3M | $342.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $962.3M | ||
| Q3 25 | $2.9B | $943.8M | ||
| Q2 25 | $2.9B | $947.8M | ||
| Q1 25 | $2.9B | $948.9M | ||
| Q4 24 | $3.0B | $957.7M | ||
| Q3 24 | $3.0B | $932.1M | ||
| Q2 24 | $3.1B | $951.9M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $1.3B | ||
| Q3 25 | $5.5B | $1.2B | ||
| Q2 25 | $5.3B | $1.2B | ||
| Q1 25 | $5.2B | $1.3B | ||
| Q4 24 | $5.2B | $1.3B | ||
| Q3 24 | $5.3B | $1.2B | ||
| Q2 24 | $5.3B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.62× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
