Agree Realty Corporation (ADC)vsAlexanders Inc (ALX)
ADC
Agree Realty Corporation
$74.22
-1.36%
REAL ESTATE · Cap: $9.06B
ALX
Alexanders Inc
$238.39
-1.35%
REAL ESTATE · Cap: $1.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 237% more annual revenue ($718.40M vs $213.18M). ADC leads profitability with a 28.4% profit margin vs 13.2%. ADC appears more attractively valued with a PEG of 0.13. ADC earns a higher WallStSmart Score of 68/100 (B-).
ADC
Strong Buy68
out of 100
Grade: B-
ALX
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.5%
Fair Value
$51.68
Current Price
$74.22
$22.54 premium
Margin of Safety
-513.9%
Fair Value
$37.47
Current Price
$238.39
$200.92 premium
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 48.3%
Keeps 28 of every $100 in revenue as profit
18.5% revenue growth
Strong operational efficiency at 27.6%
Areas to Watch
ROE of 3.5% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Trading at 11.2x book value
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
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 28.4% and operating margin at 48.3%. Revenue growth of 18.5% demonstrates continued momentum.
Bull Case : ALX
The strongest argument for ALX centers on Operating Margin.
Bear Case : ADC
The primary concerns for ADC are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 42.5x leaves little room for execution misses.
Bear Case : ALX
The primary concerns for ALX are Price/Book, Market Cap, Piotroski F-Score. A P/E of 43.5x leaves little room for execution misses. Debt-to-equity of 8.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADC profiles as a growth stock while ALX is a declining play — different risk/reward profiles.
ALX carries more volatility with a beta of 0.79 — expect wider price swings.
ADC is growing revenue faster at 18.5% — sustainability is the question.
ALX generates stronger free cash flow (3M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (68/100 vs 41/100), backed by strong 28.4% margins and 18.5% revenue growth. Both earn "Strong Buy" and "Hold" 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.
Alexanders Inc
REAL ESTATE · REIT - RETAIL · USA
Alexanders Inc. (Ticker: ALX) is a prominent real estate investment trust (REIT) focused on the acquisition, management, and development of high-quality commercial properties within the New York metropolitan area. The company maintains a well-curated and diversified portfolio, emphasizing strategically located office and retail spaces that cater to a wide range of tenants while promoting sustainable growth. With a strong financial standing and a disciplined operational strategy, Alexanders Inc. aims to provide consistent returns, making it an appealing prospect for institutional investors seeking to leverage opportunities in the urban real estate sector.
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