Agree Realty Corporation (ADC)vsAcadia Realty Trust (AKR)
ADC
Agree Realty Corporation
$74.22
-1.36%
REAL ESTATE · Cap: $9.06B
AKR
Acadia Realty Trust
$19.16
-0.10%
REAL ESTATE · Cap: $2.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 78% more annual revenue ($718.40M vs $403.44M). ADC leads profitability with a 28.4% profit margin vs 4.2%. 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-
AKR
Hold46
out of 100
Grade: D+
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
-2920.6%
Fair Value
$0.68
Current Price
$19.16
$18.48 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 21.2%
15.0% revenue growth
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
4.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 28.4% and operating margin at 48.3%. Revenue growth of 18.5% demonstrates continued momentum.
Bull Case : AKR
The strongest argument for AKR centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 15.0% demonstrates continued momentum.
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 : AKR
The primary concerns for AKR are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 191.8x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
ADC profiles as a growth stock while AKR is a value play — different risk/reward profiles.
AKR carries more volatility with a beta of 1.12 — expect wider price swings.
ADC is growing revenue faster at 18.5% — sustainability is the question.
AKR generates stronger free cash flow (-490M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (68/100 vs 46/100), backed by strong 28.4% margins and 18.5% revenue growth. Both earn "Strong 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.
Acadia Realty Trust
REAL ESTATE · REIT - RETAIL · USA
Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term profitable growth through its double?
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