Agree Realty Corporation (ADC)vsCurbline Properties Corp. (CURB)
ADC
Agree Realty Corporation
$71.23
-0.36%
REAL ESTATE · Cap: $9.08B
CURB
Curbline Properties Corp.
$29.32
-0.27%
REAL ESTATE · Cap: $3.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 248% more annual revenue ($779.62M vs $224.08M). ADC leads profitability with a 28.8% profit margin vs 13.1%. ADC trades at a lower P/E of 39.1x. ADC earns a higher WallStSmart Score of 64/100 (C+).
ADC
Buy64
out of 100
Grade: C+
CURB
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.3%
Fair Value
$370.90
Current Price
$71.23
$299.67 discount
Intrinsic value data unavailable for CURB.
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
Revenue surging 52.9% year-over-year
Reasonable price relative to book value
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 1.7% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 38.6%
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 : CURB
The strongest argument for CURB centers on Revenue Growth, Price/Book. Revenue growth of 52.9% demonstrates continued momentum.
Bear Case : ADC
The primary concerns for ADC are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : CURB
The primary concerns for CURB are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 108.6x leaves little room for execution misses.
Key Dynamics to Monitor
CURB is growing revenue faster at 52.9% — sustainability is the question.
CURB generates stronger free cash flow (47M), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADC scores higher overall (64/100 vs 48/100), backed by strong 28.8% margins and 16.8% revenue growth. Both earn "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.
Curbline Properties Corp.
REAL ESTATE · REIT - RETAIL · USA
Curbline Properties Corp. is a progressive real estate investment and development firm focused on enhancing urban environments through sustainable and community-oriented property solutions. The company boasts a diversified portfolio that encompasses both residential and commercial projects, demonstrating its expertise in strategic asset acquisition, repositioning, and management informed by comprehensive market analysis. By implementing innovative development practices tailored to the changing needs of urban populations, Curbline presents a compelling investment opportunity for institutional investors looking to capitalize on growth within the dynamic real estate sector.
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