Agree Realty Corporation (ADC)vsCurbline Properties Corp. (CURB)
ADC
Agree Realty Corporation
$74.22
-1.36%
REAL ESTATE · Cap: $9.06B
CURB
Curbline Properties Corp.
$25.62
-0.58%
REAL ESTATE · Cap: $2.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 293% more annual revenue ($718.40M vs $182.89M). ADC leads profitability with a 28.4% profit margin vs 21.8%. ADC trades at a lower P/E of 42.5x. ADC earns a higher WallStSmart Score of 68/100 (B-).
ADC
Strong Buy68
out of 100
Grade: B-
CURB
Buy52
out of 100
Grade: C-
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
-914.3%
Fair Value
$2.52
Current Price
$25.62
$23.10 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
Revenue surging 55.1% year-over-year
Safe zone — low bankruptcy risk
Keeps 22 of every $100 in revenue as profit
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
ROE of 2.1% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 10.2%
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 : CURB
The strongest argument for CURB centers on Price/Book, Revenue Growth, Altman Z-Score. Profitability is solid with margins at 21.8% and operating margin at 18.5%. Revenue growth of 55.1% 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 : CURB
The primary concerns for CURB are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 68.9x leaves little room for execution misses.
Key Dynamics to Monitor
CURB is growing revenue faster at 55.1% — sustainability is the question.
CURB generates stronger free cash flow (18M), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADC scores higher overall (68/100 vs 52/100), backed by strong 28.4% margins and 18.5% revenue growth. Both earn "Strong 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.
Curbline Properties Corp.
REAL ESTATE · REIT - RETAIL · USA
Curbline Properties Corp. is an innovative real estate investment and development firm focused on redefining urban spaces through sustainable and community-oriented property solutions. With a diverse portfolio encompassing both residential and commercial assets, the company employs rigorous market research and industry expertise to strategically acquire, reposition, and manage properties. Curbline's commitment to transformative development aligns with contemporary urban needs, positioning it for continuous growth and value enhancement in an increasingly competitive marketplace, thereby presenting a promising opportunity for institutional investors.
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