Netstreit Corp (NTST)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
NTST
Netstreit Corp
$19.64
-0.46%
REAL ESTATE · Cap: $2.04B
TBB
AT&T Inc. 5.35% GLB NTS 66
$19.51
+0.36%
REAL ESTATE · Cap: $132.56B
Smart Verdict
WallStSmart Research — data-driven comparison
NTST leads profitability with a 6.3% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. NTST earns a higher WallStSmart Score of 58/100 (C).
NTST
Buy58
out of 100
Grade: C
TBB
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.8%
Fair Value
$37.60
Current Price
$19.64
$17.96 discount
Intrinsic value data unavailable for TBB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 39.0%
Earnings expanding 52.7% YoY
Revenue surging 26.9% year-over-year
Attractively priced relative to earnings
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
ROE of 0.7% — below average capital efficiency
6.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : NTST
The strongest argument for NTST centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 26.9% demonstrates continued momentum.
Bull Case : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : NTST
The primary concerns for NTST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 143.1x leaves little room for execution misses.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
NTST profiles as a growth stock while TBB is a value play — different risk/reward profiles.
NTST is growing revenue faster at 26.9% — sustainability is the question.
TBB generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NTST scores higher overall (58/100 vs 25/100) and 26.9% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Netstreit Corp
REAL ESTATE · REIT - RETAIL · USA
NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single tenant net lease retail properties nationwide.
Visit Website →AT&T Inc. 5.35% GLB NTS 66
REAL ESTATE · REIT - RESIDENTIAL · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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