Agree Realty Corporation (ADC)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
ADC
Agree Realty Corporation
$71.23
-0.36%
REAL ESTATE · Cap: $9.08B
TBB
AT&T Inc. 5.35% GLB NTS 66
$19.51
+0.36%
REAL ESTATE · Cap: $132.56B
Smart Verdict
WallStSmart Research — data-driven comparison
ADC leads profitability with a 28.8% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. ADC earns a higher WallStSmart Score of 64/100 (C+).
ADC
Buy64
out of 100
Grade: C+
TBB
Avoid25
out of 100
Grade: F
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 TBB.
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
Attractively priced relative to earnings
Large-cap with strong market position
Generating 5.2B in free cash flow
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
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
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 : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : ADC
The primary concerns for ADC are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
ADC profiles as a growth stock while TBB is a value play — different risk/reward profiles.
ADC is growing revenue faster at 16.8% — sustainability is the question.
TBB generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADC scores higher overall (64/100 vs 25/100), backed by strong 28.8% margins and 16.8% revenue growth. Both earn "Buy" and "Avoid" 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.
AT&T Inc. 5.35% GLB NTS 66
REAL ESTATE · REIT - RESIDENTIAL · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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