Agree Realty Corporation (ADC)vsFour Corners Property Trust Inc (FCPT)
ADC
Agree Realty Corporation
$68.05
-0.16%
REAL ESTATE · Cap: $9.08B
FCPT
Four Corners Property Trust Inc
$22.62
-0.31%
REAL ESTATE · Cap: $2.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Agree Realty Corporation generates 154% more annual revenue ($779.62M vs $306.40M). FCPT leads profitability with a 38.7% profit margin vs 28.8%. FCPT trades at a lower P/E of 22.5x. ADC earns a higher WallStSmart Score of 64/100 (C+).
ADC
Buy64
out of 100
Grade: C+
FCPT
Buy54
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
+31.7%
Fair Value
$36.97
Current Price
$22.62
$14.35 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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
Reasonable price relative to book value
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
0.6% earnings growth
ROE of 7.0% — 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 28.8% and operating margin at 48.1%. Revenue growth of 16.8% 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 38.7% and operating margin at 62.6%.
Bear Case : ADC
The primary concerns for ADC are P/E Ratio, EPS Growth, Return on Equity.
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 0.81 — expect wider price swings.
ADC is growing revenue faster at 16.8% — sustainability is the question.
FCPT generates stronger free cash flow (51M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (64/100 vs 54/100), backed by strong 28.8% margins and 16.8% revenue growth. FCPT offers better value entry with a 31.7% 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.
Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a prominent real estate investment trust (REIT) dedicated to acquiring and managing a high-quality portfolio of single-tenant retail and restaurant properties across the United States. With a strategic focus on net lease agreements with reputable brands, FCPT generates stable cash flows while emphasizing sustainability and long-term growth. The company’s proactive asset management and innovative leasing strategies enable it to effectively navigate market fluctuations, positioning FCPT for consistent value creation and reliable returns for its investors.
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