ADC vs. MO
ADC (Agree Realty Corporation) and MO (Altria Group, Inc.) are both stocks. ADC operates in REIT - Retail (Real Estate), while MO operates in Tobacco (Consumer Defensive). Over the past 10 years, ADC returned 9.71%/yr vs 7.84%/yr for MO. At a 0.19 correlation, their price movements are largely independent.
Performance
ADC vs. MO - Performance Comparison
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Returns By Period
In the year-to-date period, ADC achieves a 2.05% return, which is significantly lower than MO's 24.49% return. Over the past 10 years, ADC has outperformed MO with an annualized return of 9.71%, while MO has yielded a comparatively lower 7.84% annualized return.
ADC
- 1D
- 0.28%
- 1M
- -4.56%
- YTD
- 2.05%
- 6M
- -0.82%
- 1Y
- 1.09%
- 3Y*
- 8.18%
- 5Y*
- 4.56%
- 10Y*
- 9.71%
MO
- 1D
- 0.43%
- 1M
- -3.01%
- YTD
- 24.49%
- 6M
- 25.29%
- 1Y
- 27.41%
- 3Y*
- 25.98%
- 5Y*
- 15.92%
- 10Y*
- 7.84%
ADC vs. MO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 2.05% | 6.62% | 17.20% | -7.07% | 3.50% | 11.28% | -1.40% | 22.71% | 19.75% | 16.42% |
MO Altria Group, Inc. | 24.49% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
Correlation
The correlation between ADC and MO is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 1994 | 0.19 |
The correlation between ADC and MO shifts across timeframes, from 0.19 (all time) to 0.35 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
ADC:
$8.69B
MO:
$118.11B
ADC:
$1.91
MO:
$4.79
ADC:
37.72
MO:
14.72
ADC:
10.94
MO:
5.44
ADC:
$750.05M
MO:
$21.82B
ADC:
$667.57M
MO:
$14.80B
ADC:
$639.27M
MO:
$11.70B
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Return for Risk
ADC vs. MO — Risk / Return Rank
ADC
MO
ADC vs. MO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Agree Realty Corporation (ADC) and Altria Group, Inc. (MO). 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.
| ADC | MO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.24 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.68 | -1.58 |
| Martin ratioReturn relative to average drawdown | 0.25 | 4.24 | -3.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ADC | MO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 1.23 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.78 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.34 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.69 | -0.32 |
Drawdowns
ADC vs. MO - Drawdown Comparison
The maximum ADC drawdown since its inception was -70.25%, which is greater than MO's maximum drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for ADC and MO.
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Drawdown Indicators
| ADC | MO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -65.43% | -4.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.14% | -16.40% | +5.26% |
Max Drawdown (3Y)Largest decline over 3 years | -21.08% | -16.40% | -4.68% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -25.83% | -3.69% |
Max Drawdown (10Y)Largest decline over 10 years | -39.00% | -53.69% | +14.69% |
Current DrawdownCurrent decline from peak | -10.89% | -5.30% | -5.59% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -11.93% | +2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 6.48% | -2.05% |
Volatility
ADC vs. MO - Volatility Comparison
The current volatility for Agree Realty Corporation (ADC) is 3.90%, while Altria Group, Inc. (MO) has a volatility of 7.40%. This indicates that ADC experiences smaller price fluctuations and is considered to be less risky than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADC | MO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 7.40% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 17.16% | -5.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.89% | 22.42% | -6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.79% | 20.63% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.64% | 22.94% | +0.70% |
Dividends
ADC vs. MO - Dividend Comparison
ADC's dividend yield for the trailing twelve months is around 4.33%, less than MO's 5.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.33% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
MO Altria Group, Inc. | 5.95% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
Financials
ADC vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Agree Realty Corporation and Altria Group, 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.
Total Revenue: Total amount of money received from sales and other business activities
ADC vs. MO - 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%.
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.
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%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.
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%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.
Frequently Asked Questions
ADC and MO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MO has higher volatility (7.40%) compared to ADC (3.90%). In terms of maximum drawdown, ADC dropped -70.25% vs MO's -65.43%.
MO currently has the higher Sharpe Ratio (1.23 vs 0.07), 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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