REIT - Diversified
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2 / 10Stock Comparison
GOOD vs NTST
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Retail
GOOD vs NTST — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Diversified | REIT - Retail |
| Market Cap | $623M | $1.70B |
| Revenue (TTM) | $166M | $176M |
| Net Income (TTM) | $21M | $185K |
| Gross Margin | -11.7% | 92.4% |
| Operating Margin | 27.9% | 27.7% |
| Forward P/E | 84.0x | 64.7x |
| Total Debt | $856M | $0.00 |
| Cash & Equiv. | $11M | $14M |
GOOD vs NTST — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Aug 20 | May 26 | Return |
|---|---|---|---|
| Gladstone Commercia… (GOOD) | 100 | 63.1 | -36.9% |
| NETSTREIT Corp. (NTST) | 100 | 112.2 | +12.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GOOD vs NTST
Each card shows where this stock fits in a portfolio — not just who wins on paper.
GOOD is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 0 yrs, beta 0.55, yield 11.2%
- 54.1% 10Y total return vs NTST's 40.5%
- 12.7% margin vs NTST's 0.1%
NTST carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 30.0%, EPS growth 150.0%, 3Y rev CAGR 28.2%
- Lower volatility, beta 0.05
- PEG 1.11 vs GOOD's 2.37
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 30.0% FFO/revenue growth vs GOOD's 8.0% | |
| Value | Lower P/E (64.7x vs 84.0x), PEG 1.11 vs 2.37 | |
| Quality / Margins | 12.7% margin vs NTST's 0.1% | |
| Stability / Safety | Beta 0.05 vs GOOD's 0.55 | |
| Dividends | 11.2% yield, vs NTST's 4.1% | |
| Momentum (1Y) | +31.6% vs GOOD's -0.1% | |
| Efficiency (ROA) | 1.7% ROA vs NTST's 0.0%, ROIC 4.4% vs 2.1% |
GOOD vs NTST — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NTST leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NTST and GOOD operate at a comparable scale, with $176M and $166M in trailing revenue. GOOD is the more profitable business, keeping 12.7% of every revenue dollar as net income compared to NTST's 0.1%. On growth, NTST holds the edge at +27.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $166M | $176M |
| EBITDAEarnings before interest/tax | $106M | $133M |
| Net IncomeAfter-tax profit | $21M | $185,000 |
| Free Cash FlowCash after capex | $90M | $106M |
| Gross MarginGross profit ÷ Revenue | -11.7% | +92.4% |
| Operating MarginEBIT ÷ Revenue | +27.9% | +27.7% |
| Net MarginNet income ÷ Revenue | +12.7% | +0.1% |
| FCF MarginFCF ÷ Revenue | +54.1% | +59.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.8% | +27.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | +110.6% |
Valuation Metrics
GOOD leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 31.4x trailing earnings, GOOD trades at a 88% valuation discount to NTST's 254.0x P/E. Adjusting for growth (PEG ratio), GOOD offers better value at 0.89x vs NTST's 4.34x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $623M | $1.7B |
| Enterprise ValueMkt cap + debt − cash | $1.5B | $1.7B |
| Trailing P/EPrice ÷ TTM EPS | 31.39x | 254.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 83.95x | 64.65x |
| PEG RatioP/E ÷ EPS growth rate | 0.89x | 4.34x |
| EV / EBITDAEnterprise value multiple | 12.42x | 12.31x |
| Price / SalesMarket cap ÷ Revenue | 3.86x | 8.70x |
| Price / BookPrice ÷ Book value/share | 1.78x | 1.18x |
| Price / FCFMarket cap ÷ FCF | 7.07x | 15.49x |
Profitability & Efficiency
GOOD leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
GOOD delivers a 9.7% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $0 for NTST. On the Piotroski fundamental quality scale (0–9), NTST scores 6/9 vs GOOD's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +9.7% | +0.0% |
| ROA (TTM)Return on assets | +1.7% | +0.0% |
| ROICReturn on invested capital | +4.4% | +2.1% |
| ROCEReturn on capital employed | +5.3% | +2.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 2.50x | — |
| Net DebtTotal debt minus cash | $846M | -$14M |
| Cash & Equiv.Liquid assets | $11M | $14M |
| Total DebtShort + long-term debt | $856M | $0 |
| Interest CoverageEBIT ÷ Interest expense | 1.46x | — |
Total Returns (Dividends Reinvested)
GOOD leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NTST five years ago would be worth $11,700 today (with dividends reinvested), compared to $9,302 for GOOD. Over the past 12 months, NTST leads with a +31.6% total return vs GOOD's -0.1%. The 3-year compound annual growth rate (CAGR) favors GOOD at 12.4% vs NTST's 8.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +23.0% | +15.6% |
| 1-Year ReturnPast 12 months | -0.1% | +31.6% |
| 3-Year ReturnCumulative with dividends | +42.1% | +26.6% |
| 5-Year ReturnCumulative with dividends | -7.0% | +17.0% |
| 10-Year ReturnCumulative with dividends | +54.1% | +40.5% |
| CAGR (3Y)Annualised 3-year return | +12.4% | +8.2% |
Risk & Volatility
NTST leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
NTST is the less volatile stock with a 0.05 beta — it tends to amplify market swings less than GOOD's 0.55 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NTST currently trades 95.4% from its 52-week high vs GOOD's 85.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.55x | 0.05x |
| 52-Week HighHighest price in past year | $15.03 | $21.30 |
| 52-Week LowLowest price in past year | $10.33 | $15.24 |
| % of 52W HighCurrent price vs 52-week peak | +85.6% | +95.4% |
| RSI (14)Momentum oscillator 0–100 | 63.6 | 48.2 |
| Avg Volume (50D)Average daily shares traded | 388K | 1.2M |
Analyst Outlook
GOOD leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates GOOD as "Buy" and NTST as "Buy". Consensus price targets imply 8.4% upside for NTST (target: $22) vs 1.0% for GOOD (target: $13). For income investors, GOOD offers the higher dividend yield at 11.22% vs NTST's 4.10%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $13.00 | $22.03 |
| # AnalystsCovering analysts | 14 | 18 |
| Dividend YieldAnnual dividend ÷ price | +11.2% | +4.1% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $1.44 | $0.83 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.7% | +0.0% |
GOOD leads in 4 of 6 categories (Valuation Metrics, Profitability & Efficiency). NTST leads in 2 (Income & Cash Flow, Risk & Volatility).
GOOD vs NTST: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GOOD or NTST a better buy right now?
For growth investors, NETSTREIT Corp.
(NTST) is the stronger pick with 30. 0% revenue growth year-over-year, versus 8. 0% for Gladstone Commercial Corporation (GOOD). Gladstone Commercial Corporation (GOOD) offers the better valuation at 31. 4x trailing P/E (84. 0x forward), making it the more compelling value choice. Analysts rate Gladstone Commercial Corporation (GOOD) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GOOD or NTST?
On trailing P/E, Gladstone Commercial Corporation (GOOD) is the cheapest at 31.
4x versus NETSTREIT Corp. at 254. 0x. On forward P/E, NETSTREIT Corp. is actually cheaper at 64. 7x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: NETSTREIT Corp. wins at 1. 11x versus Gladstone Commercial Corporation's 2. 37x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — GOOD or NTST?
Over the past 5 years, NETSTREIT Corp.
(NTST) delivered a total return of +17. 0%, compared to -7. 0% for Gladstone Commercial Corporation (GOOD). Over 10 years, the gap is even starker: GOOD returned +54. 1% versus NTST's +40. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GOOD or NTST?
By beta (market sensitivity over 5 years), NETSTREIT Corp.
(NTST) is the lower-risk stock at 0. 05β versus Gladstone Commercial Corporation's 0. 55β — meaning GOOD is approximately 1012% more volatile than NTST relative to the S&P 500.
05Which is growing faster — GOOD or NTST?
By revenue growth (latest reported year), NETSTREIT Corp.
(NTST) is pulling ahead at 30. 0% versus 8. 0% for Gladstone Commercial Corporation (GOOD). On earnings-per-share growth, the picture is similar: NETSTREIT Corp. grew EPS 150. 0% year-over-year, compared to 57. 7% for Gladstone Commercial Corporation. Over a 3-year CAGR, NTST leads at 28. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GOOD or NTST?
Gladstone Commercial Corporation (GOOD) is the more profitable company, earning 12.
0% net margin versus 3. 5% for NETSTREIT Corp. — meaning it keeps 12. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GOOD leads at 37. 2% versus 25. 7% for NTST. At the gross margin level — before operating expenses — NTST leads at 99. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GOOD or NTST more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, NETSTREIT Corp. (NTST) is the more undervalued stock at a PEG of 1. 11x versus Gladstone Commercial Corporation's 2. 37x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, NETSTREIT Corp. (NTST) trades at 64. 7x forward P/E versus 84. 0x for Gladstone Commercial Corporation — 19. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NTST: 8. 4% to $22. 03.
08Which pays a better dividend — GOOD or NTST?
All stocks in this comparison pay dividends.
Gladstone Commercial Corporation (GOOD) offers the highest yield at 11. 2%, versus 4. 1% for NETSTREIT Corp. (NTST).
09Is GOOD or NTST better for a retirement portfolio?
For long-horizon retirement investors, NETSTREIT Corp.
(NTST) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 05), 4. 1% yield). Both have compounded well over 10 years (NTST: +40. 5%, GOOD: +54. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GOOD and NTST?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GOOD is a small-cap income-oriented stock; NTST is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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