BNL vs SKY

Comparison between Broadstone Net Lease Inc (BNL, Company) and Skyline Champion Corp (SKY, Company).

BNL is from the Real Estate sector, while SKY is from the Consumer Cyclical sector.

5-Year PerformanceSKY has outperformed BNL, delivering a return of +11.0% compared to +5.4%

BNL vs SKY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BNL(COMPANY)	SKY(COMPANY)
Market Cap	$3.92B	$3.90B
Max Drawdown	50.63%	94.41%
Sharpe Ratio	1.76	-0.25
5Y Beta	0.36	0.95
Industry	Reit - Diversified	Residential Construction
P/E Ratio	30.89	16.57
Forward P/E	29.07	17.18
PEG Ratio	3.31	0.65
Dividend Yield	5.74%	N/A
5Y Dividends CAGR	42.18%	N/A
5Y EPS CAGR	-7.42%	N/A
Debt to Equity	91.75%	1.50%
Free Cash Flow Yield	7.34%	6.66%
P/S Ratio	8.76	1.48
P/B Ratio	1.35	2.27

Market Cap

Winner

BNL

$3.92B

SKY

$3.90B

Max Drawdown

Winner

BNL

50.63%

SKY

94.41%

Sharpe Ratio

Winner

BNL

1.76

SKY

-0.25

5Y Beta

Winner

BNL

0.36

SKY

0.95

Industry

BNL

Reit - Diversified

SKY

Residential Construction

P/E Ratio

BNL

30.89

Winner

SKY

16.57

Forward P/E

BNL

29.07

Winner

SKY

17.18

PEG Ratio

BNL

3.31

Winner

SKY

0.65

Dividend Yield

BNL

5.74%

SKY

N/A

5Y Dividends CAGR

BNL

42.18%

SKY

N/A

5Y EPS CAGR

BNL

-7.42%

SKY

N/A

Debt to Equity

BNL

91.75%

Winner

SKY

1.50%

Free Cash Flow Yield

Winner

BNL

7.34%

SKY

6.66%

P/S Ratio

BNL

8.76

Winner

SKY

1.48

P/B Ratio

Winner

BNL

1.35

SKY

2.27

BNL vs SKY - Historical Returns

Returns include dividend reinvestment.

Period	BNL	SKY
1 month	+2.77%	-13.40%
3 months	+9.26%	-25.48%
6 months	+15.15%	-13.03%
1 year	+41.29%	-17.11%
5 years(CAGR)	+5.40%	+11.05%
10 years(CAGR)	N/A	+22.75%
Max(CAGR)	+8.95%	+5.73%

Winner

BNL

+2.77%

SKY

-13.40%

Winner

BNL

+9.26%

SKY

-25.48%

Winner

BNL

+15.15%

SKY

-13.03%

Winner

BNL

+41.29%

SKY

-17.11%

5Y(CAGR)

BNL

+5.40%

Winner

SKY

+11.05%

10Y(CAGR)

BNL

N/A

SKY

+22.75%

Max(CAGR)

Winner

BNL

+8.95%

SKY

+5.73%

BNL vs SKY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BNL	SKY
2026	+18.71%	-16.38%
2025	+18.43%	-1.72%
2024	-3.11%	+17.94%
2023	+14.06%	+39.77%
2022	-29.97%	-33.91%
2021	+42.88%	+163.18%
2020	N/A	-3.64%
2019	N/A	+114.92%
2018	N/A	+18.77%
2017	N/A	-13.41%
2016	N/A	+338.35%
2015	N/A	-6.92%
2014	N/A	-21.92%
2013	N/A	+18.08%
2012	N/A	-12.50%
2011	N/A	-83.04%
2010	N/A	+42.05%
2009	N/A	-4.37%
2008	N/A	-30.21%
2007	N/A	-25.98%
2006	N/A	+16.46%
2005	N/A	-9.49%
2004	N/A	+21.39%
2003	N/A	+20.30%
2002	N/A	-4.70%
2001	N/A	+71.62%
2000	N/A	-17.01%
1999	N/A	-3.36%

BNL vs SKY Drawdown Comparison

The maximum drawdown for BNL was -43.56%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The maximum drawdown for SKY was -93.03%, occurring on Sep 15, 2014. Recovery took 2911 trading sessions.

The current BNL drawdown is -1.03%. The current SKY drawdown is -34.81%.

Rank	BNL	SKY
#1	-43.56% Sep 2, 2021 - Oct 25, 2023	-93.03% Nov 30, 2006 - Jun 26, 2018
#2	-9.21% Jun 14, 2021 - Jul 27, 2021	-66.26% Jan 28, 2020 - Feb 2, 2021
#3	-4.36% Aug 9, 2021 - Aug 31, 2021	-63.70% Jun 26, 2018 - Jan 14, 2020
#4	-1.88% Jul 30, 2021 - Aug 4, 2021	-47.89% Dec 8, 2021 - Mar 1, 2024
#5	-1.52% Apr 29, 2021 - May 13, 2021	-44.61% Dec 11, 2024 - Jun 17, 2025
#6	-1.51% Mar 24, 2021 - Mar 31, 2021	-33.02% May 6, 2002 - Jan 22, 2004
#7	-1.22% Apr 6, 2021 - Apr 13, 2021	-29.05% Nov 17, 1999 - Mar 1, 2001
#8	-0.94% Mar 22, 2021 - Mar 24, 2021	-23.45% Mar 21, 2024 - Aug 13, 2024
#9	-0.91% May 25, 2021 - Jun 1, 2021	-21.48% Sep 4, 2001 - Oct 23, 2001
#10	-0.57% May 18, 2021 - May 20, 2021	-20.90% Apr 22, 2004 - Jul 8, 2005
#11	-0.48% Apr 13, 2021 - Apr 16, 2021	-19.56% Oct 23, 2001 - Nov 30, 2001
#12	-0.23% Jul 27, 2021 - Jul 30, 2021	-19.23% Jul 11, 2005 - Oct 26, 2006
#13	-0.05% Apr 19, 2021 - Apr 21, 2021	-17.65% Mar 8, 2004 - Apr 20, 2004
#14	-0.05% Apr 23, 2021 - Apr 29, 2021	-16.73% Apr 27, 2001 - Jun 29, 2001
#15	-0.04% Aug 5, 2021 - Aug 9, 2021	-16.64% Apr 1, 2021 - May 26, 2021

Correlation

Correlation between BNL and SKY is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18

-101

Dividend Comparison (1999 - 2026)

BNL vs SKY dividend yield comparison.

Year	BNL	SKY
2026	1.43%	0.00%
2025	6.68%	0.00%
2024	7.28%	0.00%
2023	6.50%	0.00%
2022	6.66%	0.00%
2021	4.13%	0.00%
2018	0.00%	4.25%
2011	0.00%	8.28%
2010	0.00%	2.76%
2009	0.00%	3.91%
2008	0.00%	3.60%
2007	0.00%	2.45%
2006	0.00%	6.76%
2005	0.00%	1.98%
2004	0.00%	4.22%
2003	0.00%	2.06%
2002	0.00%	2.44%
2001	0.00%	2.23%
2000	0.00%	3.80%
1999	0.00%	0.77%