Price (90d)
$46.84Signal Score (90d)
100Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $926.21M | $389.78M | $2.07 |
| 2024 | $869.27M | $396.83M | $2.16 |
| 2023 | $828.11M | $392.34M | $2.16 |
| 2022 | $773.05M | $334.63M | $1.89 |
| 2021 | $726.41M | $290.11M | $1.51 |
Social Signal Score
Earnings
Tue, Nov 3(in 3 months)
Consensus estimate $0.52 per share
Typical surprise +1.2% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$0.52 vs $0.51beat
- Thu, Apr 30$0.50 vs $0.51miss
- Wed, Feb 11$0.87 vs $0.49beat
- Tue, Nov 4$0.86 vs $0.86beat
- Tue, Aug 5$0.85 vs $0.84beat
- Thu, May 1$0.87 vs $0.83beat
Estimates and results for NNN via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from NNN's reported EPS growth of 8.2% a year over 4 years.
- EPS in 5 years
- $3.08
- Implied price
- $58.54
- Return from $46.00
- 4.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $29.10 — -36.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 13 | 16 | 19 | 22 | 25 |
|---|---|---|---|---|---|
| -1.8% | -11.7% | -8.0% | -4.8% | -1.9% | 0.6% |
| 3.2% | -7.2% | -3.3% | 0.1% | 3.1% | 5.7% |
| 8.2% | -2.7% | 1.4% | 4.9% | 8.1% | 10.9% |
| 13.2% | 1.8% | 6.1% | 9.8% | 13.1% | 16.0% |
| 18.2% | 6.3% | 10.8% | 14.6% | 18.0% | 21.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (1)
- Newsmarketbeat.com·6d ago·Neutral
NNN REIT Q2 Earnings Call Highlights NNN REIT NYSE: NNN raised its 2026 outlook after reporting second-quarter growth in adjusted funds from operations, higher occupancy and increased acquisition activity, while management said its portfolio remains in strong condition with limited near-term tenant credit concerns.
View source ↗
