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Company Analysis

Agree Realty Corporation ADC

A comprehensive view of key metrics, scores, and financial health for Agree Realty Corporation

Overview of Agree Realty Corporation

ADC NYQ
Real Estate REIT - Retail Mid Cap
Agree Realty Corporation (ADC), is a Mid Cap company, in the REIT - Retail industry, last closed at $79.20, about 28.2% overvalued vs fair value, +2.6% 1Y return, placing in the top 25% of its sector.
$79.20
-0.58%
As of March 13, 2026
Previous close • Vol 90d: 16.2%
52-Week Range
Market Cap
$9.53B
Enterprise Value
$12.87B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.agreerealty.com
HQ Royal Oak, MI
Employees 90
Fiscal year Dec 31

Next Events

Earnings Apr 21 Estimated

Fair Value Snapshot

Bear Base Bull
$51
$57
$64
Current: $79.20 -28% vs base

Engine Room Money Flow™

Mid Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$718.4M
16.4%%
Net Operating Income
$346.9M
16.4%%
Net Income
$196.5M
8%%
FFO (Funds From Operations)
$458.6M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
75.9%
Good

Dividends / FFO - basic dividend safety

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
0/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Agree Realty Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
64
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Moderate
66
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing ADC's balance between Growth (36.2%), Profitability (37.4%), and Safety (26.4%). Growth 36% Safety 26% Profitability 37%

Click axes to expand details. Marker shows current allocation.

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Growth

62th percentile vs peers
62
Key Signals
Rev Growth YoY 16.4% 89p Revenue CAGR 3Y 18.7% 78p FFO/Share 4.12 71p AFFO/Share 3.50 64p TSR 6.5% 74p
Strengths
  • Rev Growth Yoy in top 20% of peers (16.4%, 89th percentile)
  • Growth above peer median with strong metric coverage (91%)
  • Price/Ffo in top 20% of peers (17.50, 89th percentile)
  • Ffo Margin in top 20% of peers (65.8%, 81th percentile)
Risks

No significant risks identified for this axis.

Profitability

64th percentile vs peers
64
Key Signals
Strengths
Risks
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Safety

45th percentile vs peers
45
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Agree Realty Corporation.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$56.90
- - -
-28.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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