Agree Realty Corporation (ADC)vsSaul Centers Inc (BFS)
ADC
Agree Realty Corporation
$71.23
-0.36%
REAL ESTATE · Cap: $9.08B
BFS
Saul Centers Inc
$31.27
-1.30%
REAL ESTATE · Cap: $1.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 158% more annual revenue ($779.62M vs $302.20M). ADC leads profitability with a 28.8% profit margin vs 11.5%. ADC appears more attractively valued with a PEG of 0.13. ADC earns a higher WallStSmart Score of 64/100 (C+).
ADC
Buy64
out of 100
Grade: C+
BFS
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.3%
Fair Value
$370.90
Current Price
$71.23
$299.67 discount
Intrinsic value data unavailable for BFS.
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
Strong operational efficiency at 41.1%
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
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Weak financial health signals
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 28.8% and operating margin at 48.1%. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : BFS
The strongest argument for BFS centers on Operating Margin.
Bear Case : ADC
The primary concerns for ADC are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : BFS
The primary concerns for BFS are P/E Ratio, Market Cap, Piotroski F-Score. Debt-to-equity of 5.42 is elevated, increasing financial risk.
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 0.88 — expect wider price swings.
ADC is growing revenue faster at 16.8% — sustainability is the question.
BFS generates stronger free cash flow (15M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (64/100 vs 43/100), backed by strong 28.8% margins and 16.8% revenue growth. Both earn "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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