Agree Realty Corporation (ADC)vsAcadia Realty Trust (AKR)
ADC
Agree Realty Corporation
$71.23
-0.36%
REAL ESTATE · Cap: $9.08B
AKR
Acadia Realty Trust
$19.77
-0.75%
REAL ESTATE · Cap: $2.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 88% more annual revenue ($779.62M vs $415.19M). ADC leads profitability with a 28.8% profit margin vs 13.2%. ADC appears more attractively valued with a PEG of 0.13. ADC earns a higher WallStSmart Score of 64/100 (C+).
ADC
Buy64
out of 100
Grade: C+
AKR
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.3%
Fair Value
$370.90
Current Price
$71.23
$299.67 discount
Margin of Safety
+57.2%
Fair Value
$47.98
Current Price
$19.77
$28.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 48.1%
Keeps 29 of every $100 in revenue as profit
16.8% revenue growth
Reasonable price relative to book value
Earnings expanding 400.1% YoY
Strong operational efficiency at 29.9%
Areas to Watch
Premium valuation, high expectations priced in
2.1% earnings growth
ROE of 3.5% — below average capital efficiency
Weak financial health signals
ROE of 2.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ADC
The strongest argument for ADC centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.8% and operating margin at 48.1%. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : AKR
The strongest argument for AKR centers on Price/Book, EPS Growth, Operating Margin. Revenue growth of 13.4% demonstrates continued momentum.
Bear Case : ADC
The primary concerns for ADC are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : AKR
The primary concerns for AKR are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 57.4x leaves little room for execution misses.
Key Dynamics to Monitor
ADC profiles as a growth stock while AKR is a value play — different risk/reward profiles.
AKR carries more volatility with a beta of 1.11 — expect wider price swings.
ADC is growing revenue faster at 16.8% — sustainability is the question.
AKR generates stronger free cash flow (33M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (64/100 vs 63/100), backed by strong 28.8% margins and 16.8% revenue growth. AKR offers better value entry with a 57.2% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Agree Realty Corporation
REAL ESTATE · REIT - RETAIL · USA
Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of net leased properties to industry leading retail tenants.
Acadia Realty Trust
REAL ESTATE · REIT - RETAIL · USA
Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term profitable growth through its double?
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