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Broadstone Net Lease, Inc.（BNL）とRepay Holdings Corp（RPAY）の財務データ比較。上の社名をクリックして会社を切り替えられます
Broadstone Net Lease, Inc.の直近四半期売上が大きい（$121.4M vs $78.6M、Repay Holdings Corpの約1.5倍）。Broadstone Net Lease, Inc.の純利益率が高く（38.2% vs -178.3%、差は216.5%）。Broadstone Net Lease, Inc.の前年同期比売上増加率が高い（11.7% vs 0.4%）。過去8四半期でBroadstone Net Lease, Inc.の売上複合成長率が高い（7.1% vs -1.3%）
Broadstone Net Lease, Inc.は不動産投資信託（REIT）で、米国全土で単一テナント向け商業不動産資産の取得、所有、管理を事業としています。事業領域は産業施設、ヘルスケア物件、小売店舗、オフィススペースなど多岐にわたり、全物件が長期の正味賃貸契約でテナントに貸し出されています。
Repay Holdings Corpは北米を主要市場とする決済テクノロジー企業で、小売、医療、自動車サービス、電子商取引などの業種の企業向けに、クレジット・デビットカード決済処理、ACH送金、POSシステム連携を含む統合決済ソリューションを提供し、顧客の業務効率化を支援しています。
BNL vs RPAY — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $121.4M | $78.6M |
| 純利益 | $46.4M | $-140.1M |
| 粗利率 | — | 74.2% |
| 営業利益率 | 52.2% | -182.2% |
| 純利益率 | 38.2% | -178.3% |
| 売上前年比 | 11.7% | 0.4% |
| 純利益前年比 | — | -3304.1% |
| EPS（希薄化後） | $0.24 | $-1.68 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $121.4M | — | ||
| Q4 25 | $118.3M | $78.6M | ||
| Q3 25 | $114.2M | $77.7M | ||
| Q2 25 | $113.0M | $75.6M | ||
| Q1 25 | $108.7M | $77.3M | ||
| Q4 24 | $112.1M | $78.3M | ||
| Q3 24 | $108.4M | $79.1M | ||
| Q2 24 | $105.9M | $74.9M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $-140.1M | ||
| Q3 25 | $26.5M | $-6.4M | ||
| Q2 25 | $20.2M | $-102.3M | ||
| Q1 25 | $16.7M | $-7.9M | ||
| Q4 24 | $26.4M | $-4.1M | ||
| Q3 24 | $35.6M | $3.2M | ||
| Q2 24 | $35.3M | $-4.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 74.2% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 75.7% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.3% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 78.2% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | -182.2% | ||
| Q3 25 | — | -3.9% | ||
| Q2 25 | — | -138.7% | ||
| Q1 25 | — | -4.7% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | — | -0.9% | ||
| Q2 24 | — | -4.6% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | -178.3% | ||
| Q3 25 | 23.2% | -8.3% | ||
| Q2 25 | 17.8% | -135.2% | ||
| Q1 25 | 15.4% | -10.3% | ||
| Q4 24 | 23.5% | -5.3% | ||
| Q3 24 | 32.8% | 4.1% | ||
| Q2 24 | 33.4% | -5.4% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $-1.68 | ||
| Q3 25 | $0.14 | $-0.08 | ||
| Q2 25 | $0.10 | $-1.15 | ||
| Q1 25 | $0.09 | $-0.09 | ||
| Q4 24 | $0.13 | $-0.04 | ||
| Q3 24 | $0.19 | $0.03 | ||
| Q2 24 | $0.19 | $-0.04 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $20.3M | $115.7M |
| 総負債低いほど良い | — | $280.1M |
| 株主資本純資産 | $3.0B | $484.4M |
| 総資産 | $5.8B | $1.2B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.58× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $115.7M | ||
| Q3 25 | $82.0M | $95.7M | ||
| Q2 25 | $20.8M | $162.6M | ||
| Q1 25 | $9.6M | $165.5M | ||
| Q4 24 | $14.8M | $189.5M | ||
| Q3 24 | $9.0M | $168.7M | ||
| Q2 24 | $18.3M | $147.1M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $280.1M | ||
| Q3 25 | $2.4B | $279.5M | ||
| Q2 25 | $2.1B | $279.0M | ||
| Q1 25 | $2.0B | $497.6M | ||
| Q4 24 | $1.9B | $496.8M | ||
| Q3 24 | $2.0B | $496.2M | ||
| Q2 24 | $1.9B | $435.6M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $484.4M | ||
| Q3 25 | $2.9B | $616.9M | ||
| Q2 25 | $2.9B | $633.7M | ||
| Q1 25 | $2.9B | $755.7M | ||
| Q4 24 | $3.0B | $761.3M | ||
| Q3 24 | $3.0B | $754.7M | ||
| Q2 24 | $3.1B | $815.4M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $1.2B | ||
| Q3 25 | $5.5B | $1.3B | ||
| Q2 25 | $5.3B | $1.4B | ||
| Q1 25 | $5.2B | $1.5B | ||
| Q4 24 | $5.2B | $1.6B | ||
| Q3 24 | $5.3B | $1.6B | ||
| Q2 24 | $5.3B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.58× | ||
| Q3 25 | 0.82× | 0.45× | ||
| Q2 25 | 0.73× | 0.44× | ||
| Q1 25 | 0.68× | 0.66× | ||
| Q4 24 | 0.64× | 0.65× | ||
| Q3 24 | 0.65× | 0.66× | ||
| Q2 24 | 0.62× | 0.53× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | — | $23.3M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $23.2M |
| FCFマージンFCF / 売上 | — | 29.6% |
| 設備投資強度設備投資 / 売上 | — | 0.1% |
| キャッシュ転換率営業CF / 純利益 | — | — |
| 直近12ヶ月FCF直近4四半期 | — | $90.7M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $299.5M | $23.3M | ||
| Q3 25 | $64.2M | $32.2M | ||
| Q2 25 | $79.3M | $33.1M | ||
| Q1 25 | $71.5M | $2.5M | ||
| Q4 24 | $276.3M | $34.3M | ||
| Q3 24 | $67.3M | $60.1M | ||
| Q2 24 | $74.2M | $31.0M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $23.2M | ||
| Q3 25 | $58.0M | $32.1M | ||
| Q2 25 | $76.7M | $33.0M | ||
| Q1 25 | $57.1M | $2.4M | ||
| Q4 24 | $259.5M | $34.0M | ||
| Q3 24 | $60.3M | $59.8M | ||
| Q2 24 | $74.0M | $30.5M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 29.6% | ||
| Q3 25 | 50.8% | 41.3% | ||
| Q2 25 | 67.9% | 43.6% | ||
| Q1 25 | 52.5% | 3.0% | ||
| Q4 24 | 231.4% | 43.5% | ||
| Q3 24 | 55.6% | 75.6% | ||
| Q2 24 | 69.9% | 40.7% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 0.1% | ||
| Q3 25 | 5.4% | 0.2% | ||
| Q2 25 | 2.3% | 0.1% | ||
| Q1 25 | 13.2% | 0.2% | ||
| Q4 24 | 15.0% | 0.3% | ||
| Q3 24 | 6.5% | 0.3% | ||
| Q2 24 | 0.2% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | — | ||
| Q3 25 | 2.43× | — | ||
| Q2 25 | 3.93× | — | ||
| Q1 25 | 4.27× | — | ||
| Q4 24 | 10.47× | — | ||
| Q3 24 | 1.89× | 18.52× | ||
| Q2 24 | 2.10× | — |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BNL
セグメントデータなし
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
