NETSTREIT Corp. (NTST) AI Stock Analysis

NETSTREIT Corp. is a Dallas, Texas-based Real Estate Investment Trust operating as an internally managed entity. It specializes in the acquisition of single-tenant net lease retail properties across the United States. The trust targets top-tier properties leased to tenants resilient to e-commerce trends, focusing on operators with financial health and stability. Managed by experienced commercial real estate executives, NETSTREIT emphasizes rigorous due diligence and selective tenant criteria to generate consistent cash flows and dividends while expanding its nationwide retail portfolio.

NETSTREIT grew revenue from $59.1M in FY2021 to $195.0M in FY2025, recording a 19.8% annual top-line increase in FY2025. Gross margin expanded to 90.0% in FY2025, while operating margin rose to 34.6%. The company posted net income of $6.9M in FY2025, rebounding from a net loss of -$11.9M in FY2024. Over the trailing twelve months, revenue reached $219.2M with a net profit margin of 6.3% and EPS of $0.14. For the latest quarter ended June 30, 2026, quarterly revenue grew 26.9% year-over-year, and quarterly earnings grew 52.7%.

As of June 30, 2026, NETSTREIT held $20.0M in cash and short-term investments against $1.42B in total debt, resulting in net debt of $1.40B. Shareholders' equity stood at $1.57B, yielding a debt-to-equity ratio of 0.90 and a current ratio of 0.48. In FY2025, the company generated $109.5M in operating cash flow and $109.5M in free cash flow. Capital expenditures totaled $52,000, while share buybacks were $753,000 and dividends paid equaled $70.6M. The share count increased 137.0% over 5 years.

At a share price of $17.19, NETSTREIT trades at a trailing P/E of 122.8x and a forward P/E of 41.7x, compared to medians of 21.6x and 23.5x for its US-listed Real Estate peers. Its enterprise value of $3.26B reflects an EV/EBITDA of 20.3x, above the peer group median of 14.7x. The price-to-sales multiple is 8.0x versus the peer median of 3.7x. Over the past year, the stock fell 5.5%, trailing the S&P 500 (SPY) return of 16.8%, and stands 11.8% below its 200-day average.

NETSTREIT pays a quarterly dividend with an annualized forward payout of $0.90 per share, representing a 5.24% dividend yield. The company has paid dividends for 7 consecutive years and achieved a 5-year annualized dividend growth rate of 23.2%. In FY2025, total dividends paid were $70.6M with a reported payout ratio of 1.7%. The last ex-dividend date was September 1, 2026.

Wall Street coverage includes 14 Strong Buy, 2 Buy, and 4 Hold ratings, with no Sell recommendations. The mean price target is $22.66, which sits 31.8% above the last closing price of $17.19. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $250.9M and EPS of $0.32, reflecting 294.6% expected EPS growth. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for October 21, 2026.

This page is an AI-written research summary of NETSTREIT Corp. (NTST). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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