NETSTREIT Corp. (NTST) Fair Value 2026

NTST · REIT - Retail ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

7.8 /10

32 fundamental signals · 7 models active

Value Trap Risk

LOW (30/100)

Quick Summary — As of 2026-08-28, NETSTREIT Corp. (NTST) trades at $20.47, versus a $8.06 median fair value across its 7 active models — 60.6% below the current price. QOC: 7.8/10. Value Trap Risk: 30/100 (LOW). 7/13 models active.

Key Facts

Ticker
NTST
Price
$20.47
Quality Score
7.8/10
Value Trap Risk
30/100
Models Active
7/13
Last Updated
Strength: 7 independent models provide multi-angle coverage
Risk: Majority of models suggest overvaluation

Is NETSTREIT Corp. (NTST) Undervalued or Overvalued in 2026?

According to CirclFi’s 7-model valuation engine, NETSTREIT Corp. (NTST) appears overvalued as of : the median of 7 independent fair value estimates is $8.06, 60.6% below the current price of $20.47. Estimates range from $3.37 to $17.24. NTST scores 7.8/10 on fundamental quality and 30/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.4% versus its own 13-model consensus, across 3,809 rated companies as of 2026-08-28. NTST’s -60.6% gap is wider than that market norm, and the REIT - Retail sector median is -43.5%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy NETSTREIT Corp. Stock in 2026? →

What Fair Value Does Each Model Give NTST?

7 Intrinsic Value Models vs. Current Price ($20.47)

Core Models (Unlocked)
Model Fair Value Upside
Ensemble · Low Conviction
 $7.39 -63.9%
Intrinsic · High Conviction
 $8.06 -60.6%
Intrinsic · High Conviction
 $4.36 -78.7%
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What Is NTST's Fair Value Range?

Spread across 7 independent models · $3.37 to $17.24

CirclFi's 7 active models place NETSTREIT Corp. (NTST) between $3.37 and $17.24 per share, a spread of 172% of the median. The median of that range — $8.06 — is the fair value CirclFi publishes for NTST, against a current price of $20.47.

Low · Dynamic NAVHigh · PWERM
$3.37median $8.06$17.24
Where the range comes from
Most bearish modelDynamic NAV$3.37
Most bullish modelPWERM$17.24
Model agreement0 bullish · 7 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for NTST. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on NTST, not a CirclFi price target. How each model works →

What Is NETSTREIT Corp. (NTST) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, NETSTREIT Corp.'s intrinsic value is estimated at $8.06, suggesting the stock is overvalued at its current price of $20.47. With 7 out of 7 models flagging downside (-60.6% vs price), the market may be pricing in unsustainable growth. Model dispersion is worth noting: PWERM targets $17.24 (-15.8%), versus Dynamic NAV at $3.37 (-83.6%). This +67.8% range highlights the importance of multi-model analysis rather than relying on any single methodology.

What Do the Models Say About NTST?

7 of 13 models are currently active for NTST. All 7 active models suggest the stock trades above fair value. Taken together, their median fair value for NTST is $8.06 — the figure CirclFi publishes as this stock's fair value. See which stocks rank higher →

How Does NTST Rank in REIT - Retail?

Among 26 REIT - Retail stocks, NTST ranks #10 by Quality of Company score. CirclFi's QOC score of 7.8/10 evaluates 32 fundamental signals. A score of 7.8 indicates above-average quality.

As a consumer-facing company, NETSTREIT Corp. operates in a sector where inventory turnover is a critical driver of valuation. Investors evaluating NTST should weigh these sector-specific dynamics alongside our model-derived fair values.

Is NTST a Value Trap?

CirclFi's Value Trap algorithm assigns NTST a score of 30/100 (LOW). This indicates low risk. The financial profile does not exhibit typical value trap warning signs. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

7 of 13 models are active for NETSTREIT Corp.. Moderate coverage provides meaningful perspective. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi 32-factor quality framework, NETSTREIT Corp.'s fundamental quality profile registers 7.8/10. This robust score captures the company's profitability depth, growth consistency, balance sheet resilience, and shareholder return track record.

The gap between the most bullish and bearish model spans +67.8% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every NTST valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across NTST's 7 active models, average confidence is 39%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy NETSTREIT Corp. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar REIT - Retail Stocks Should You Also Analyze?

11 related REIT - Retail stocks with 13-model coverage

FCPTFour Corners Property Trust, Inc.QOC 7.8BFSSaul Centers, Inc.QOC 7.7BRXBrixmor Property Group Inc.QOC 7.9KRGKite Realty Group TrustQOC 7.7ORealty Income CorporationQOC 7.9SITCSITE Centers Corp.QOC 7.6IVTInvenTrust Properties Corp.QOC 7.5PINEAlpine Income Property Trust, Inc.QOC 6.8EPRTEssential Properties Realty Trust, Inc.QOC 8.6FRTFederal Realty Investment TrustQOC 8.9REGRegency Centers CorporationQOC 8.6

Read investment analysis: FCPT · BFS · BRX · KRG · O · SITC · IVT · PINE · EPRT · FRT · REG

Which Other Stocks Have a Similar Quality Score to NTST?

7 companies across all industries closest to NTST’s Quality of Company score of 7.8/10.

LARKLandmark Bancorp, Inc.QOC 7.8QNBCQNB Corp.QOC 7.8ONON Semiconductor CorporationQOC 7.8IIPRInnovative Industrial Properties, Inc.QOC 7.8FBNCFirst BancorpQOC 7.8ECPGEncore Capital Group, Inc.QOC 7.8NVDANVIDIA CorporationQOC 10.0

Read investment analysis: LARK · QNBC · ON · IIPR · FBNC · ECPG · NVDA

What Else Do Investors Ask About NETSTREIT Corp.’s Valuation?

What is NETSTREIT Corp.'s intrinsic value in 2026?

CirclFi puts NETSTREIT Corp. (NTST)'s intrinsic value at $8.06 — the median of 7 independent model estimates as of 2026-08-28, ranging from $3.37 to $17.24. The Quality of Company score is 7.8/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is NTST overvalued or undervalued right now?

At $20.47, 0 of 7 active models suggest NTST may be undervalued, while 7 indicate potential overvaluation. The median of all 7 fair value estimates is $8.06, 60.6% below the current price of $20.47 — a consensus view that NTST is overvalued. The assessment depends on which methodology best fits NETSTREIT Corp.'s business model in REIT - Retail.

What does a Quality of Company score of 7.8 mean for NTST?

NETSTREIT Corp.'s QOC of 7.8/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores above 7 indicate strong fundamentals and disciplined management.

How many valuation models does CirclFi run on NTST?

CirclFi analyzes NTST with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 7 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on NTST?

Of the 7 models currently active on NTST, PWERM is the most bullish at $17.24 per share, and Dynamic NAV is the most bearish at $3.37. CirclFi's published fair value for NTST is the median of that range, $8.06, not either extreme. The gap between the two ends equals 172% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is NTST a value trap in 2026?

NETSTREIT Corp.'s Value Trap score is 30/100 (LOW). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 7-model valuation engine, NETSTREIT Corp. (NTST) has a median fair value of $8.06 — 60.6% below the current price of $20.47 — as of 2026-08-28.” Source: circlfi.com/stock/NTST/ · Methodology
Primary sources for this NTST valuation
  • Financial statements: NETSTREIT Corp. 10-K and 10-Q filings on SEC EDGAR (CIK 0001798100) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for NTST as of ; valuations recomputed .

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