Agree Realty Corporation (ADC)vsSaul Centers Inc (BFS)
ADC
Agree Realty Corporation
$74.22
-1.36%
REAL ESTATE · Cap: $9.06B
BFS
Saul Centers Inc
$32.71
-0.55%
REAL ESTATE · Cap: $1.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 154% more annual revenue ($718.40M vs $282.62M). ADC leads profitability with a 28.4% profit margin vs 13.8%. 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-
BFS
Hold47
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
-341.7%
Fair Value
$7.75
Current Price
$32.71
$24.96 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
Strong operational efficiency at 43.1%
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
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 33.9%
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 : BFS
The strongest argument for BFS centers on Operating Margin.
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 : BFS
The primary concerns for BFS are P/E Ratio, Market Cap, PEG Ratio.
Key Dynamics to Monitor
ADC profiles as a growth stock while BFS is a value play — different risk/reward profiles.
BFS carries more volatility with a beta of 1.03 — expect wider price swings.
ADC is growing revenue faster at 18.5% — sustainability is the question.
BFS generates stronger free cash flow (22M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (68/100 vs 47/100), 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.
Saul Centers Inc
REAL ESTATE · REIT - RETAIL · USA
Saul Centers, Inc. is a self-managed, self-managed capital REIT based in Bethesda, Maryland, currently operating and managing a real estate portfolio of 60 properties that includes (a) 50 community and neighborhood shopping centers and seven mixed-use properties with approximately 9.
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