Don't Put All Your REIT Eggs In One Basket
REITs deserve a larger allocation today, driven by attractive valuations, structural demand, and reliable income across diverse sectors. Data center REITs like Equinix, Digital Realty, and Iron Mounta...
Fiscal Year: January - December
Agree Realty Corporation (ADC), listed on the NYSE, has a market capitalization of $9.21B. As of Apr 05, 2026, the stock is trading at $76.61 per share@else an unavailable price , offering investors a clear view of its current market value. Agree Realty Corporation is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 43.28, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Agree Realty Corporation also offers a dividend yield of 4.1%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Agree Realty Corporation (ADC) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Agree Realty Corporation is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Agree Realty Corporation, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Agree Realty Corporation is N/A , offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Agree Realty Corporation (ADC) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Agree Realty Corporation (ADC) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Agree Realty Corporation (ADC) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Agree Realty Corporation. To access the full SS Score, consider upgrading your subscription.
Agree Realty Corporation is a significant player in the industry sector, with a market capitalization of $9.21B and a competitive P/E ratio of 43.28. Investors should compare these metrics with industry peers to gauge whether Agree Realty Corporation is outperforming or underperforming within its sector.
REITs deserve a larger allocation today, driven by attractive valuations, structural demand, and reliable income across diverse sectors. Data center REITs like Equinix, Digital Realty, and Iron Mounta...
Agree Realty Corporation (ADC) maintains a healthy investment spread, earning a 7.2% cap rate versus a 6.24% WACC, supporting accretive growth. ADC's muted beta of 0.72 and investment-grade tenant mix...
ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced that it will release its first quarter 2026 operating results after the market closes on Tuesday...
ADC's recent pullback left investors wondering whether it's time to buy more shares or realize profits. ADC's triple net lease model and monthly dividends often draw comparisons to O, yet ADC offers ...
Agree Realty Corporation remains a Buy, supported by a high-quality, diversified net lease portfolio and peer-leading investment-grade tenant exposure. ADC projects 2026 AFFO per share of $4.54–$4.58,...
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ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced that its Board of Directors has authorized, and the Company has declared, a monthly cash dividen...
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Agree Realty Corporation (ADC) Q4 2025 Earnings Call Transcript
ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced results for the quarter and full year ended December 31, 2025. All per share amounts included he...
I spent most of last month pulling apart net lease credit structures — Realty Income's A- rating, NNN REIT's longer-dated debt stack, the mechanics of how buffer distance from the BBB- cliff translate...
Agree Realty stands out among net lease REITs for its disciplined low-leverage strategy and focus on high-quality national tenants. ADC's innovative ground lease platform and creative portfolio manage...
January delivered a robust 2.47% monthly increase in forward dividend income, reaching $6,442.40 and positioning the portfolio ahead of 2026 growth targets. Initiated a new position in Agree Realty fo...
Agree Realty is positioned for future outperformance after recent underperformance, driven by conservative leverage and high-quality assets. ADC's 67% investment-grade tenant base, focus on freestandi...
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Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2025 | 12.15M | -102.22% | Est @-102.2% |
| 2026 | 572.16M | 4,610.67% | Analyst x10 |
| 2027 | 660.45M | 15.43% | Analyst x10 |
| 2028 | 724.27M | 9.66% | Analyst x4 |
| 2029 | 819.12M | 13.10% | Analyst x2 |
| 2030 | 934.30M | 14.06% | Analyst x1 |
| 2031 | 998.77M | 6.90% | Est @6.9% |
| 2032 | 1,054.65M | 5.59% | Est @5.6% |
| 2033 | 1,104.08M | 4.69% | Est @4.7% |
| 2034 | 1,145.82M | 3.78% | Est @3.8% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2023A | -897.24M | 1.00 | -897.24M |
| 2024A | -547.87M | 1.00 | -547.87M |
| 2025E | 12.15M | 1.08 | 11.21M |
| 2026E | 572.16M | 1.17 | 487.36M |
| 2027E | 660.45M | 1.27 | 519.20M |
| 2028E | 724.27M | 1.38 | 525.48M |
| 2029E | 819.12M | 1.49 | 548.49M |
| 2030E | 934.30M | 1.62 | 577.40M |
| 2031E | 998.77M | 1.75 | 569.67M |
| 2032E | 1.05B | 1.90 | 555.17M |
| 2033E | 1.10B | 2.06 | 536.40M |
| 2034E | 1.15B | 2.23 | 513.77M |
| Terminal | 20.07B | 2.23 | 9.00B |
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