PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Agree Realty Corporation (ADC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0084921008
CUSIP008492100
SectorReal Estate
IndustryREIT - Retail

Highlights

Market Cap$6.62B
EPS (TTM)$1.69
PE Ratio38.82
PEG Ratio-28.74
Total Revenue (TTM)$430.43M
Gross Profit (TTM)$337.47M
EBITDA (TTM)$311.54M
Year Range$50.95 - $67.41
Target Price$65.92
Short %9.89%
Short Ratio9.29

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Agree Realty Corporation

Popular comparisons: ADC vs. O, ADC vs. LTC, ADC vs. STAG, ADC vs. EPR, ADC vs. PSEC, ADC vs. FR, ADC vs. ABR, ADC vs. MAIN, ADC vs. MO, ADC vs. XLF

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Agree Realty Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%FebruaryMarchAprilMayJuneJuly
2,887.27%
1,152.47%
ADC (Agree Realty Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Agree Realty Corporation had a return of 9.72% year-to-date (YTD) and 8.12% in the last 12 months. Over the past 10 years, Agree Realty Corporation had an annualized return of 13.02%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.


PeriodReturnBenchmark
Year-To-Date9.72%17.16%
1 month10.12%2.10%
6 months12.54%17.92%
1 year8.12%22.68%
5 years (annualized)5.53%13.47%
10 years (annualized)13.02%10.97%

Monthly Returns

The table below presents the monthly returns of ADC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.92%-7.41%4.41%0.61%6.63%2.36%9.72%
20235.56%-4.84%-2.72%-0.54%-4.79%1.78%-0.57%-4.19%-10.25%1.73%6.29%6.74%-7.07%
2022-8.05%-1.53%3.79%2.70%2.78%4.01%10.68%-5.08%-9.97%2.02%2.18%1.75%3.50%
2021-4.77%2.48%4.58%4.85%0.19%0.61%6.92%-0.51%-10.87%7.64%-4.61%5.96%11.28%
20208.21%-5.41%-12.96%5.19%-3.59%5.65%1.92%-0.07%-3.98%-2.47%6.17%2.02%-1.40%
201911.69%-0.45%6.34%-5.58%2.26%-3.47%4.37%11.73%-1.29%7.68%-5.07%-5.36%22.71%
2018-6.42%-2.16%3.13%1.75%8.31%0.69%0.89%7.19%-5.95%7.81%4.02%0.19%19.75%
20171.85%5.82%-2.35%1.08%-6.08%1.83%7.19%1.93%-1.06%-3.65%4.55%5.08%16.42%
20168.62%0.35%5.10%0.81%9.77%14.50%5.14%-5.38%4.01%-2.20%-7.16%3.70%41.42%
201511.42%-5.23%1.81%-6.64%-1.53%-2.22%6.24%-8.20%6.56%8.48%3.58%2.74%15.95%
2014-1.48%7.52%0.34%-1.78%3.25%-0.58%-3.14%0.85%-5.82%11.80%0.65%2.38%13.59%
20135.86%-1.02%8.82%-0.10%10.84%-10.19%2.17%-10.15%12.89%4.61%-7.19%0.49%14.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ADC is 54, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of ADC is 5454
ADC (Agree Realty Corporation)
The Sharpe Ratio Rank of ADC is 5959Sharpe Ratio Rank
The Sortino Ratio Rank of ADC is 5151Sortino Ratio Rank
The Omega Ratio Rank of ADC is 4949Omega Ratio Rank
The Calmar Ratio Rank of ADC is 5959Calmar Ratio Rank
The Martin Ratio Rank of ADC is 5353Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Agree Realty Corporation (ADC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ADC
Sharpe ratio
The chart of Sharpe ratio for ADC, currently valued at 0.39, compared to the broader market-2.00-1.000.001.002.003.000.39
Sortino ratio
The chart of Sortino ratio for ADC, currently valued at 0.68, compared to the broader market-4.00-2.000.002.004.000.68
Omega ratio
The chart of Omega ratio for ADC, currently valued at 1.08, compared to the broader market0.501.001.502.001.08
Calmar ratio
The chart of Calmar ratio for ADC, currently valued at 0.26, compared to the broader market0.002.004.006.000.26
Martin ratio
The chart of Martin ratio for ADC, currently valued at 0.61, compared to the broader market-5.000.005.0010.0015.0020.0025.000.61
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.10, compared to the broader market-2.00-1.000.001.002.003.002.10
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.94, compared to the broader market-4.00-2.000.002.004.002.94
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.37, compared to the broader market0.501.001.502.001.37
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.66, compared to the broader market0.002.004.006.001.66
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.83, compared to the broader market-5.000.005.0010.0015.0020.0025.007.83

Sharpe Ratio

The current Agree Realty Corporation Sharpe ratio is 0.39. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Agree Realty Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
0.39
2.10
ADC (Agree Realty Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Agree Realty Corporation granted a 4.40% dividend yield in the last twelve months. The annual payout for that period amounted to $2.96 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.96$2.92$2.81$2.60$2.41$2.28$2.16$2.03$1.92$1.85$1.74$1.64

Dividend yield

4.40%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%5.60%5.65%

Monthly Dividends

The table displays the monthly dividend distributions for Agree Realty Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.25$0.25$0.25$0.25$0.25$0.25$0.00$1.49
2023$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.25$0.25$0.25$2.92
2022$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.23$0.24$0.24$0.24$2.81
2021$0.21$0.21$0.21$0.22$0.22$0.22$0.22$0.22$0.22$0.23$0.23$0.23$2.60
2020$0.00$0.00$0.59$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.62$2.41
2019$0.00$0.00$0.56$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.59$2.28
2018$0.00$0.00$0.52$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.56$2.16
2017$0.00$0.00$0.50$0.00$0.00$0.51$0.00$0.00$0.51$0.00$0.00$0.52$2.03
2016$0.00$0.00$0.47$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.50$1.92
2015$0.00$0.00$0.45$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.47$1.85
2014$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.45$1.74
2013$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.64

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.4%
Agree Realty Corporation has a dividend yield of 4.40%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%59.9%
Agree Realty Corporation has a payout ratio of 59.88%, which is quite average when compared to the overall market. This suggests that Agree Realty Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJuly
-8.46%
-1.39%
ADC (Agree Realty Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Agree Realty Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Agree Realty Corporation was 70.25%, occurring on Nov 20, 2008. Recovery took 463 trading sessions.

The current Agree Realty Corporation drawdown is 8.46%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.25%Feb 1, 2007457Nov 20, 2008463Sep 24, 2010920
-39%Feb 24, 202018Mar 18, 2020342Jul 27, 2021360
-30.13%Mar 23, 200436May 12, 2004152Dec 17, 2004188
-29.51%Aug 16, 2022284Oct 2, 2023
-28.73%Jan 27, 1998476Dec 14, 1999308Mar 7, 2001784

Volatility

Volatility Chart

The current Agree Realty Corporation volatility is 4.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%FebruaryMarchAprilMayJuneJuly
4.75%
2.59%
ADC (Agree Realty Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Agree Realty Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Agree Realty Corporation.


Loading data...

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items