WallStSmart

Agree Realty Corporation (ADC)vsSimon Property Group Inc (SPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Simon Property Group Inc generates 786% more annual revenue ($6.36B vs $718.40M). SPG leads profitability with a 72.7% profit margin vs 28.4%. ADC appears more attractively valued with a PEG of 0.13. ADC earns a higher WallStSmart Score of 68/100 (B-).

ADC

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 7.3Quality: 3.8
Piotroski: 2/9Altman Z: 1.25

SPG

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 9.0Value: 7.3Quality: 4.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADCSignificantly Overvalued (-48.5%)

Margin of Safety

-48.5%

Fair Value

$51.68

Current Price

$76.15

$24.47 premium

UndervaluedFair: $51.68Overvalued
SPGUndervalued (+69.6%)

Margin of Safety

+69.6%

Fair Value

$639.76

Current Price

$184.52

$455.24 discount

UndervaluedFair: $639.76Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADC5 strengths · Avg: 9.4/10
PEG RatioValuation
0.1310/10

Growing faster than its price suggests

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
48.3%10/10

Strong operational efficiency at 48.3%

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

Revenue GrowthGrowth
18.5%8/10

18.5% revenue growth

SPG6 strengths · Avg: 9.5/10
Return on EquityProfitability
104.1%10/10

Every $100 of equity generates 104 in profit

Profit MarginProfitability
72.7%10/10

Keeps 73 of every $100 in revenue as profit

Operating MarginProfitability
49.7%10/10

Strong operational efficiency at 49.7%

EPS GrowthGrowth
358.1%10/10

Earnings expanding 358.1% YoY

Market CapQuality
$59.96B9/10

Large-cap with strong market position

P/E RatioValuation
13.5x8/10

Attractively priced relative to earnings

Areas to Watch

ADC4 concerns · Avg: 2.5/10
Return on EquityProfitability
3.5%3/10

ROE of 3.5% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
43.0x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-1.47B2/10

Negative free cash flow — burning cash

SPG2 concerns · Avg: 3.0/10
Price/BookValuation
11.6x4/10

Trading at 11.6x book value

PEG RatioValuation
8.742/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 : SPG

The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 72.7% and operating margin at 49.7%. Revenue growth of 13.2% 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 : SPG

The primary concerns for SPG are Price/Book, PEG Ratio.

Key Dynamics to Monitor

ADC profiles as a growth stock while SPG is a mature play — different risk/reward profiles.

SPG carries more volatility with a beta of 1.40 — expect wider price swings.

ADC is growing revenue faster at 18.5% — sustainability is the question.

SPG generates stronger free cash flow (982M), providing more financial flexibility.

Bottom Line

ADC scores higher overall (68/100 vs 67/100), backed by strong 28.4% margins and 18.5% revenue growth. SPG offers better value entry with a 69.6% margin of safety. Both earn "Strong Buy" and "Strong 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.

Simon Property Group Inc

REAL ESTATE · REIT - RETAIL · USA

Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.

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