BNL (Broadstone Net Lease) Tariff Resilience Score: 8/10 (As of Jul. 03, 2026)


BNL Broadstone Net Lease Inc BNL
78 GF Score
Price $21.25
GF Value $17.66
Valuation Modestly Overvalued
! 9 Warning Signs
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What is Broadstone Net Lease Tariff Resilience Score?

Broadstone Net Lease BNL +2.26% 78 Tariff Resilience Score is 8 as of Jul. 03, 2026. GuruFocus rates BNL with a GF Score™ of 78/100 and a GF Value™ of $17.66 (Modestly Overvalued). The stock has 9 warning signs investors should review. Among 986 REITs companies, Broadstone Net Lease ranks better than 90.57% on this metric.

Broadstone Net Lease has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

Broadstone Net Lease has Broadstone Net Lease primarily invests in U.S. real estate, minimizing direct tariff exposure. Its revenue is largely domestic, and it has strong pricing power in the real estate market, making it highly resilient to international trade tariffs.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Broadstone Net Lease might have Highly Resilient.

Broadstone Net Lease  (NYSE:BNL) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Broadstone Net Lease Tariff Resilience Score Related Terms

BNL vs GNL, AAT, SAFE: Tariff Resilience Score Comparison

For the REIT - Diversified subindustry, Broadstone Net Lease's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Broadstone Net Lease Tariff Resilience Score vs REITs Industry

For the REITs industry and Real Estate sector, Broadstone Net Lease's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Broadstone Net Lease's Tariff Resilience Score falls into.


BNL
78GF Score
Broadstone Net Lease Inc BNL
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
Broadstone Net Lease (BNL) has a Tariff Resilience Score of 8 as of Jul. 03, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Broadstone Net Lease ranks #93 out of 986 companies in the REITs industry, placing it in the top 9.4%.
Is Broadstone Net Lease's Tariff Resilience Score too high?
Broadstone Net Lease's current Tariff Resilience Score is 8. Based on the distribution chart, Broadstone Net Lease ranks #93 out of 986 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Broadstone Net Lease has a GF Score™ of 78/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Broadstone Net Lease's Tariff Resilience Score compare to GNL and AAT?
According to the REITs industry distribution chart, Broadstone Net Lease ranks #93 out of 986 companies for Tariff Resilience Score. This places Broadstone Net Lease in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a REITs company?
A good Tariff Resilience Score depends on the REITs industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Broadstone Net Lease's current Tariff Resilience Score is 8. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Broadstone Net Lease stock overvalued right now?
Based on GuruFocus' analysis, Broadstone Net Lease (BNL) is currently considered Modestly Overvalued. The stock's GF Value™ is $17.66, compared to a current price of $21.25 — trading 20.3% above its estimated fair value. The current Tariff Resilience Score is 8. Broadstone Net Lease's overall GF Score™ is 78/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Broadstone Net Lease (BNL), the current Tariff Resilience Score is 8 as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Broadstone Net Lease (BNL) Overvalued in 2026?

Based on GuruFocus' analysis, Broadstone Net Lease stock appears to be overvalued. The current stock price of $21.25 is trading 20.3% above its estimated GF Value™ of $17.66. GuruFocus considers Broadstone Net Lease to be Modestly Overvalued.

Key valuation signals for BNL:

  • Tariff Resilience Score: 8
  • GF Value™: $17.66 vs. price of $21.25 (20.3% above fair value)
  • GF Score™: 78/100 with 9 warning signs

No single metric tells the full story. See the BNL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Broadstone Net Lease Business Description

Industry Real EstateREITs
Other Exchanges 62XA:Germany
Address 207 High Point Drive, Suite 300, Victor, NY, USA, 14564
Broadstone Net Lease Inc is an internally managed real estate investment trust that invests in, owns, and manages single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. The company has selectively invested in net leased assets in the industrial, healthcare, restaurant, retail, and office property types. The company focuses on investing in real estate that is operated by creditworthy single tenants in industries characterized by positive business drivers and trends. The company targets properties that are an integral part of the tenants' businesses and are therefore opportunities to secure long-term net leases.
78GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$21.25
Price
$17.66
GF Value