Agree Realty Corporation (ADC)vsInventrust Properties Corp (IVT)
ADC
Agree Realty Corporation
$68.05
-0.16%
REAL ESTATE · Cap: $9.08B
IVT
Inventrust Properties Corp
$30.82
+0.23%
REAL ESTATE · Cap: $2.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 146% more annual revenue ($779.62M vs $317.26M). ADC leads profitability with a 28.8% profit margin vs 4.8%. 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+
IVT
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.2%
Fair Value
$369.40
Current Price
$68.05
$301.35 discount
Intrinsic value data unavailable for IVT.
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
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 6.2% — below average capital efficiency
4.8% margin — thin
Weak financial health signals
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 : IVT
The strongest argument for IVT centers on Price/Book. Revenue growth of 12.6% demonstrates continued momentum.
Bear Case : ADC
The primary concerns for ADC are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : IVT
The primary concerns for IVT are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 170.2x leaves little room for execution misses. Thin 4.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
ADC profiles as a growth stock while IVT is a value play — different risk/reward profiles.
ADC carries more volatility with a beta of 0.46 — expect wider price swings.
ADC is growing revenue faster at 16.8% — sustainability is the question.
IVT generates stronger free cash flow (46M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (64/100 vs 43/100), 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.
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