Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ADC
HOLDAgree Realty Corporation · Real Estate · United States · $9.7B · Avg Vol: $90M/d
COMPANY DESCRIPTION
Agree Realty Corporation is a real estate investment trust (REIT) specializing in the acquisition, development, and management of single-tenant net lease properties. Its portfolio is characterized by a high concentration of investment-grade retail tenants, providing stable and predictable cash flows. Agree Realty differentiates itself through a disciplined acquisition strategy focused on essential retail, appealing to income-focused investors seeking dividend growth from credit-worthy tenants.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 429.8M | 537.5M | 617.1M | 718.4M | 18.7% | 750.0M | 841.5M | 951.1M | 15.1% |
| EPS | 1.84 | 1.70 | 1.79 | 1.77 | -1.3% | 1.84 | 1.86 | 1.87 | 2.8% |
| Shares | 90.2M | 100.5M | 107.2M | 120.0M | +33.1% | 120.1M | — | — | — |
| Debt | 2.0B | 2.4B | 2.8B | 3.4B | 19.3% | 3.7B | — | — | — |
| Equity | 4.6B | 5.2B | 5.5B | 6.3B | 10.6% | — | — | — | — |
| Op CF | 362.1M | 391.6M | 432.0M | 504.1M | 11.7% | 522.6M | — | — | — |
| Inv CF | -1.6B | -1.3B | -885.4M | -1.5B | — | — | — | — | — |
| Fin CF | 1.2B | 869.0M | 445.3M | 1.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of ADC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ADC | Agree Realty Corporation(you) | $9.7B | 47 | HOLD |
| MAC | The Macerich Company | $8.0B | 48 | HOLD |
| NNN | NNN REIT, Inc. | $9.4B | 62 | HOLD |
| KRG | Kite Realty Group Trust | $6.1B | 56 | HOLD |
| FRT | Federal Realty Investment Trust | $11.0B | 64 | HOLD |
| PECO | Phillips Edison & Company, Inc. | $6.0B | 62 | HOLD |
| AKR | Acadia Realty Trust | $3.2B | 45 | HOLD |
| EPRT | Essential Properties Realty Trust, Inc. | $7.0B | 69 | BUY |
| REG | Regency Centers Corporation | $15.4B | 67 | BUY |
| BRX | Brixmor Property Group Inc. | $10.0B | 80 | STRONG BUY |
Peer medians: ROE 5.1% · P/E 27.4x · Gross margin 67.2%