Agree Realty Corporation (ADC)vsAlexanders Inc (ALX)
ADC
Agree Realty Corporation
$68.05
-0.16%
REAL ESTATE · Cap: $9.08B
ALX
Alexanders Inc
$247.15
-0.15%
REAL ESTATE · Cap: $1.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 263% more annual revenue ($779.62M vs $214.80M). ALX leads profitability with a 79.1% profit margin vs 28.8%. ADC appears more attractively valued with a PEG of 0.13. ALX earns a higher WallStSmart Score of 64/100 (C+).
ADC
Buy64
out of 100
Grade: C+
ALX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.2%
Fair Value
$369.40
Current Price
$68.05
$301.35 discount
Margin of Safety
+24.3%
Fair Value
$304.00
Current Price
$247.15
$56.85 discount
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
Keeps 79 of every $100 in revenue as profit
Strong operational efficiency at 30.1%
Earnings expanding 2441.0% YoY
Every $100 of equity generates 23 in profit
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
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : ALX
The strongest argument for ALX centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 79.1% and operating margin at 30.1%.
Bear Case : ADC
The primary concerns for ADC are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : ALX
The primary concerns for ALX are Market Cap, Piotroski F-Score, PEG Ratio. Debt-to-equity of 3.83 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADC profiles as a growth stock while ALX is a mature play — different risk/reward profiles.
ALX carries more volatility with a beta of 0.75 — expect wider price swings.
ADC is growing revenue faster at 16.8% — sustainability is the question.
ALX generates stronger free cash flow (-291,000), providing more financial flexibility.
Bottom Line
ADC scores higher overall (64/100 vs 64/100), backed by strong 28.8% margins and 16.8% revenue growth. ALX offers better value entry with a 24.3% margin of safety. Both earn "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.
Alexanders Inc
REAL ESTATE · REIT - RETAIL · USA
Alexanders Inc. (Ticker: ALX) is a prominent real estate investment trust (REIT) focused on the acquisition, management, and development of high-quality commercial properties in the New York metropolitan area. Renowned for its diversified portfolio that includes strategically situated office and retail spaces, the company caters to a varied tenant base while emphasizing sustainability and operational efficiency. With a solid financial structure and a disciplined approach to asset management, Alexanders Inc. offers institutional investors a compelling opportunity to capitalize on the growth potential of urban real estate markets while delivering consistent returns.
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