Real Estate
Agree Realty Corporation(ADC-PA)
Live Price
Offline$17.02
-0.53% today
1Y Change
-0.76%
Window
Jun 20, 2025 โ May 29, 2026
- Market Cap
- $8.80B
- Revenue Growth
- +16.4%
- EPS Growth
- -1.1%
- Dividend Yield
- 4.1%
Coverage: 237 bars ยท Jun 20, 2025 โ May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Agree Realty Corporation (ADC-PA) is a Real Estate stock with a market cap of $8.80B and listed on NYSE. The stock last traded around $17.02 and down 0.8% across the available one-year price window (Jun 20, 2025 โ May 29, 2026). Baseline metrics include revenue growth of +16.4%, EPS growth of -1.1%, a dividend yield of 4.1%. What stands out right now is revenue +16.4%, EPS -1.1%, free cash flow +16.7% with operating margin 48.0% and ROIC 3.6%. The dividend matters to the case here, with a current yield around 4.1%. Valuation already assumes a fairly strong business story at P/E 41.5 and price/sales 12.2. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines ADC-PA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Real Estate peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+16.4% vs +49.7% peer median
Operating Margin
Below sector median
+48.0% vs +71.1% peer median
P/E
Above sector median
41.5 vs 12.2 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 6, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +16.4% and EPS is at -1.1%, with operating margin around 48.0%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 4.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.5% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 6, 2026 | โ | -0.1% | +0.8% | โ |
2026 Feb 10, 2026 | -0.1% | +0.2% | +2.3% | -0.2% |
2025 Oct 20, 2025 | +4.0% | -0.3% | -1.6% | -2.6% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
ADC-PA
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
ADC-PA Max Drawdown
-8.70%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ADC-PA and SPY.
Company Overview
Agree Realty Corporation
New York Stock Exchange
Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol "ADC".
- Leadership
- Joel N. Agree
- IPO Date
- Sep 9, 2021
- Employees
- 75
- Street Address
- 70 East Long Lake Road
- Mailing
- Royal Oak, MI, 48304
- Region
- Royal Oak, MI, US
- Reporting Currency
- USD
- Investor Line
- 248-737-4190
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 41.5
- EV/EBITDA
- 20.2
- Price/Sales
- 12.2
- Price/Book
- 1.5
Growth
- Revenue
- +16.4%
- EPS
- -1.1%
- Free Cash Flow
- +16.7%
Profitability
- Gross Margin
- 87.6%
- Operating Margin
- 48.0%
- Net Margin
- 29.3%
- ROE
- 3.7%
- ROIC
- 3.6%
Balance Sheet
- Debt/Equity
- 0.53
- Current Ratio
- 0.83
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.