Agree Realty Corporation (ADC)vsFour Corners Property Trust Inc (FCPT)
ADC
Agree Realty Corporation
$75.24
-0.63%
REAL ESTATE · Cap: $9.17B
FCPT
Four Corners Property Trust Inc
$23.90
-0.99%
REAL ESTATE · Cap: $2.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 144% more annual revenue ($718.40M vs $294.13M). FCPT leads profitability with a 38.2% profit margin vs 28.4%. FCPT trades at a lower P/E of 22.3x. ADC earns a higher WallStSmart Score of 68/100 (B-).
ADC
Strong Buy68
out of 100
Grade: B-
FCPT
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.5%
Fair Value
$51.68
Current Price
$75.24
$23.56 premium
Margin of Safety
-108.3%
Fair Value
$12.12
Current Price
$23.90
$11.78 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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 56.3%
Reasonable price relative to book value
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
2.7% earnings growth
ROE of 7.3% — below average capital efficiency
Distress zone — elevated risk
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 : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.2% and operating margin at 56.3%. Revenue growth of 10.7% 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 43.0x leaves little room for execution misses.
Bear Case : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
ADC profiles as a growth stock while FCPT is a mature play — different risk/reward profiles.
FCPT carries more volatility with a beta of 0.83 — expect wider price swings.
ADC is growing revenue faster at 18.5% — sustainability is the question.
FCPT generates stronger free cash flow (48M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (68/100 vs 56/100), 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.
Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a prominent real estate investment trust (REIT) specializing in the acquisition and management of high-quality retail and restaurant properties across the United States. With a diversified portfolio primarily composed of single-tenant assets, FCPT is strategically positioned to deliver consistent cash flow and attractive returns to its shareholders. The company maintains robust relationships with leading restaurant brands, which not only reinforces its market presence but also enhances its growth prospects in an evolving retail environment. Through diligent asset management and a strong lease framework, FCPT is dedicated to maximizing long-term value for its investors while adapting to changing consumer trends.
Visit Website →Compare with Other REIT - RETAIL Stocks
Want to dig deeper into these stocks?