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ADC vs. APLE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ADC and APLE is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

ADC vs. APLE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Agree Realty Corporation (ADC) and Apple Hospitality REIT, Inc. (APLE). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ADC:

1.65

APLE:

-0.38

Sortino Ratio

ADC:

2.30

APLE:

-0.39

Omega Ratio

ADC:

1.29

APLE:

0.95

Calmar Ratio

ADC:

1.43

APLE:

-0.35

Martin Ratio

ADC:

7.62

APLE:

-1.06

Ulcer Index

ADC:

3.87%

APLE:

10.92%

Daily Std Dev

ADC:

17.98%

APLE:

29.79%

Max Drawdown

ADC:

-70.25%

APLE:

-71.82%

Current Drawdown

ADC:

-4.99%

APLE:

-22.75%

Fundamentals

Market Cap

ADC:

$8.13B

APLE:

$2.86B

EPS

ADC:

$1.80

APLE:

$0.80

PE Ratio

ADC:

41.07

APLE:

15.01

PEG Ratio

ADC:

-28.74

APLE:

0.00

PS Ratio

ADC:

12.77

APLE:

2.00

PB Ratio

ADC:

1.49

APLE:

0.89

Total Revenue (TTM)

ADC:

$636.80M

APLE:

$1.43B

Gross Profit (TTM)

ADC:

$458.10M

APLE:

$729.63M

EBITDA (TTM)

ADC:

$534.96M

APLE:

$464.80M

Returns By Period

In the year-to-date period, ADC achieves a 7.79% return, which is significantly higher than APLE's -18.62% return. Over the past 10 years, ADC has outperformed APLE with an annualized return of 14.00%, while APLE has yielded a comparatively lower 1.00% annualized return.


ADC

YTD

7.79%

1M

-3.58%

6M

0.65%

1Y

29.50%

5Y*

9.28%

10Y*

14.00%

APLE

YTD

-18.62%

1M

6.62%

6M

-18.32%

1Y

-11.13%

5Y*

12.93%

10Y*

1.00%

*Annualized

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Risk-Adjusted Performance

ADC vs. APLE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADC
The Risk-Adjusted Performance Rank of ADC is 9090
Overall Rank
The Sharpe Ratio Rank of ADC is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of ADC is 8989
Sortino Ratio Rank
The Omega Ratio Rank of ADC is 8787
Omega Ratio Rank
The Calmar Ratio Rank of ADC is 8989
Calmar Ratio Rank
The Martin Ratio Rank of ADC is 9292
Martin Ratio Rank

APLE
The Risk-Adjusted Performance Rank of APLE is 2626
Overall Rank
The Sharpe Ratio Rank of APLE is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 2424
Sortino Ratio Rank
The Omega Ratio Rank of APLE is 2525
Omega Ratio Rank
The Calmar Ratio Rank of APLE is 2828
Calmar Ratio Rank
The Martin Ratio Rank of APLE is 2323
Martin 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.

ADC vs. APLE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Agree Realty Corporation (ADC) and Apple Hospitality REIT, Inc. (APLE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current ADC Sharpe Ratio is 1.65, which is higher than the APLE Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of ADC and APLE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ADC vs. APLE - Dividend Comparison

ADC's dividend yield for the trailing twelve months is around 4.04%, less than APLE's 8.28% yield.


TTM20242023202220212020201920182017201620152014
ADC
Agree Realty Corporation
4.04%4.26%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%5.60%
APLE
Apple Hospitality REIT, Inc.
8.28%6.58%6.08%4.82%0.25%2.32%6.77%9.12%5.61%6.01%4.01%0.00%

Drawdowns

ADC vs. APLE - Drawdown Comparison

The maximum ADC drawdown since its inception was -70.25%, roughly equal to the maximum APLE drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for ADC and APLE. For additional features, visit the drawdowns tool.


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Volatility

ADC vs. APLE - Volatility Comparison

The current volatility for Agree Realty Corporation (ADC) is 5.50%, while Apple Hospitality REIT, Inc. (APLE) has a volatility of 6.90%. This indicates that ADC experiences smaller price fluctuations and is considered to be less risky than APLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ADC vs. APLE - Financials Comparison

This section allows you to compare key financial metrics between Agree Realty Corporation and Apple Hospitality REIT, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M250.00M300.00M350.00M400.00M20212022202320242025
169.16M
327.70M
(ADC) Total Revenue
(APLE) Total Revenue
Values in USD except per share items

ADC vs. APLE - Profitability Comparison

The chart below illustrates the profitability comparison between Agree Realty Corporation and Apple Hospitality REIT, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
88.0%
74.2%
(ADC) Gross Margin
(APLE) Gross Margin
ADC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Agree Realty Corporation reported a gross profit of 148.78M and revenue of 169.16M. Therefore, the gross margin over that period was 88.0%.

APLE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apple Hospitality REIT, Inc. reported a gross profit of 243.19M and revenue of 327.70M. Therefore, the gross margin over that period was 74.2%.

ADC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Agree Realty Corporation reported an operating income of 78.70M and revenue of 169.16M, resulting in an operating margin of 46.5%.

APLE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apple Hospitality REIT, Inc. reported an operating income of 50.86M and revenue of 327.70M, resulting in an operating margin of 15.5%.

ADC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Agree Realty Corporation reported a net income of 45.14M and revenue of 169.16M, resulting in a net margin of 26.7%.

APLE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apple Hospitality REIT, Inc. reported a net income of 31.22M and revenue of 327.70M, resulting in a net margin of 9.5%.