Agree Realty Corporation (ADC)vsUrban Edge Properties (UE)
ADC
Agree Realty Corporation
$74.22
-1.36%
REAL ESTATE · Cap: $9.06B
UE
Urban Edge Properties
$20.18
-0.25%
REAL ESTATE · Cap: $2.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 52% more annual revenue ($718.40M vs $471.94M). ADC leads profitability with a 28.4% profit margin vs 19.8%. 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-
UE
Buy51
out of 100
Grade: C-
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
-311.3%
Fair Value
$5.03
Current Price
$20.18
$15.15 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
Reasonable price relative to book value
Strong operational efficiency at 24.7%
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
Moderate valuation
2.7% revenue growth
ROE of 7.1% — below average capital efficiency
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 : UE
The strongest argument for UE centers on Price/Book, Operating Margin. Profitability is solid with margins at 19.8% and operating margin at 24.7%.
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 : UE
The primary concerns for UE are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
ADC profiles as a growth stock while UE is a value play — different risk/reward profiles.
UE carries more volatility with a beta of 1.04 — expect wider price swings.
ADC is growing revenue faster at 18.5% — sustainability is the question.
UE generates stronger free cash flow (-89M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (68/100 vs 51/100), backed by strong 28.4% margins and 18.5% revenue growth. Both earn "Strong 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.
Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
Compare with Other REIT - RETAIL Stocks
Want to dig deeper into these stocks?