ADC vs. MA
ADC (Agree Realty Corporation) and MA (Mastercard Incorporated) are both stocks. ADC operates in REIT - Retail (Real Estate), while MA operates in Credit Services (Financial Services). Over the past 10 years, ADC returned 9.94%/yr vs 18.64%/yr for MA. At a 0.29 correlation, their price movements are largely independent.
Performance
ADC vs. MA - Performance Comparison
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Returns By Period
In the year-to-date period, ADC achieves a 7.14% return, which is significantly higher than MA's -13.89% return. Over the past 10 years, ADC has underperformed MA with an annualized return of 9.94%, while MA has yielded a comparatively higher 18.64% annualized return.
ADC
- 1D
- 1.40%
- 1M
- 2.21%
- YTD
- 7.14%
- 6M
- 7.94%
- 1Y
- 6.13%
- 3Y*
- 9.88%
- 5Y*
- 5.59%
- 10Y*
- 9.94%
MA
- 1D
- 0.71%
- 1M
- -0.85%
- YTD
- -13.89%
- 6M
- -14.05%
- 1Y
- -12.30%
- 3Y*
- 10.32%
- 5Y*
- 6.66%
- 10Y*
- 18.64%
ADC vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 7.14% | 6.62% | 17.20% | -7.07% | 3.50% | 11.28% | -1.40% | 22.71% | 19.75% | 16.42% |
MA Mastercard Incorporated | -13.89% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
Correlation
The correlation between ADC and MA is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since May 25, 2006 | 0.29 |
Over the past year, the correlation between ADC and MA has dropped to 0.03 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.
Fundamentals
ADC:
$9.13B
MA:
$437.55B
ADC:
$1.91
MA:
$17.28
ADC:
39.60
MA:
28.36
ADC:
11.49
MA:
13.01
ADC:
1.51
MA:
65.09
ADC:
$750.05M
MA:
$33.94B
ADC:
$667.57M
MA:
$26.70B
ADC:
$639.27M
MA:
$21.23B
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Return for Risk
ADC vs. MA — Risk / Return Rank
ADC
MA
ADC vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Agree Realty Corporation (ADC) and Mastercard Incorporated (MA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADC | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.89 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | -0.79 | +1.31 |
| Martin ratioReturn relative to average drawdown | 1.26 | -1.59 | +2.85 |
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Drawdowns
ADC vs. MA - Drawdown Comparison
The maximum ADC drawdown since its inception was -70.25%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for ADC and MA.
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Drawdown Indicators
| ADC | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -62.67% | -7.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.14% | -20.91% | +9.77% |
Max Drawdown (3Y)Largest decline over 3 years | -21.08% | -20.91% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -28.25% | -1.27% |
Max Drawdown (10Y)Largest decline over 10 years | -39.00% | -41.00% | +2.00% |
Current DrawdownCurrent decline from peak | -6.45% | -17.82% | +11.37% |
Average DrawdownAverage peak-to-trough decline | -9.63% | -9.82% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | 10.48% | -5.88% |
Volatility
ADC vs. MA - Volatility Comparison
The current volatility for Agree Realty Corporation (ADC) is 4.80%, while Mastercard Incorporated (MA) has a volatility of 6.46%. This indicates that ADC experiences smaller price fluctuations and is considered to be less risky than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADC | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 6.46% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 17.51% | -5.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 22.34% | -6.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.78% | 24.01% | -5.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 26.92% | -3.27% |
Dividends
ADC vs. MA - Dividend Comparison
ADC's dividend yield for the trailing twelve months is around 4.13%, more than MA's 0.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.13% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
MA Mastercard Incorporated | 0.67% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
Financials
ADC vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Agree Realty Corporation and Mastercard Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ADC vs. MA - Profitability Comparison
ADC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a gross profit of 186.09M and revenue of 200.81M. Therefore, the gross margin over that period was 92.7%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.
ADC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported an operating income of 98.55M and revenue of 200.81M, resulting in an operating margin of 49.1%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.
ADC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a net income of 60.19M and revenue of 200.81M, resulting in a net margin of 30.0%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.
Frequently Asked Questions
ADC and MA have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MA has higher volatility (6.46%) compared to ADC (4.80%). In terms of maximum drawdown, ADC dropped -70.25% vs MA's -62.67%.
ADC currently has the higher Sharpe Ratio (0.36 vs -0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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