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BNL compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name
BNL
Broadstone Net Lease, Inc.
Change
Mkt cap
Revenue
Revenue
WELL
Welltower Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
BNL
Broadstone Net Lease, Inc.
vs
WELL
Welltower Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
BNL, solid
WELL, dashed
Supply-chain overlap
Revenue flow
BNL: latest quarter not drawable. WELL: latest quarter not drawable.
Method
›
BNL
Broadstone Net Lease, Inc.
Change
17.58
· pre 18.08
· delayed
Mkt cap
$3.5B
Revenue
$99M
Q3 FY26
Revenue
$373M
FY25
WELL
Welltower Inc.
Change
240.66
· pre 245.55
· delayed
Pre-market
Nov 4 '26
delayed
Mkt cap
$176.9B
Revenue
$3.5B
Q3 FY26
Revenue
$10.7B
FY25
vs
Compare
Pre-market
Nov 4 '26
delayed
BNL
Broadstone Net Lease, Inc.
vs
WELL
Welltower Inc.
17.58
pre 18.08
delayed
Price
240.66
pre 245.55
delayed
$3.5B
Mkt cap
$176.9B
Q3 FY26
$99M
Revenue
$3.5B
Q3 FY26
FY25
$373M
Revenue
$10.7B
FY25
Change
Change
BNL
17.58
vs
WELL
240.66
Pre-market
Nov 4 '26
delayed
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only BNL
9
—
Roskam Baking
unlisted
customer
UNFI
Unfi
customer
—
Agco
unlisted
customer
—
Fiat Chrysler Automobile
unlisted
customer
5 more · BNL chain
›
Shared
0
No shared counterparties.
Only WELL
11
BKD
Brookdale Senior Living
customer
—
Revera
unlisted
supplier
—
Cogir Management
unlisted
supplier
—
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Oakmont Management
unlisted
supplier
7 more · WELL chain
›