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ADC vs. WM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ADC vs. WM - Performance Comparison

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

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Returns By Period

In the year-to-date period, ADC achieves a 7.14% return, which is significantly higher than WM's 0.71% return. Over the past 10 years, ADC has underperformed WM with an annualized return of 9.94%, while WM has yielded a comparatively higher 15.36% 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%

WM

1D
0.30%
1M
0.26%
YTD
0.71%
6M
2.63%
1Y
-5.72%
3Y*
12.33%
5Y*
11.14%
10Y*
15.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ADC vs. WM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADC
Agree Realty Corporation
7.14%6.62%17.20%-7.07%3.50%11.28%-1.40%22.71%19.75%16.42%
WM
Waste Management, Inc.
0.71%10.50%14.28%16.20%-4.49%43.82%5.46%30.45%5.32%24.46%

Correlation

The correlation between ADC and WM is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (10Y)
Calculated over the trailing 10-year period

0.38

Correlation (All Time)
Calculated using the full available price history since Apr 15, 1994

0.24

The correlation between ADC and WM shifts across timeframes, from 0.24 (all time) to 0.38 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ADC:

$9.13B

WM:

$88.75B

EPS

ADC:

$1.91

WM:

$6.91

PE Ratio

ADC:

39.60

WM:

31.76

PS Ratio

ADC:

11.49

WM:

3.49

PB Ratio

ADC:

1.51

WM:

8.86

Total Revenue (TTM)

ADC:

$750.05M

WM:

$25.41B

Gross Profit (TTM)

ADC:

$667.57M

WM:

$5.61B

EBITDA (TTM)

ADC:

$639.27M

WM:

$6.96B

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Return for Risk

ADC vs. WM — Risk / Return Rank

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

ADC
ADC Risk / Return Rank: 5252
Overall Rank
ADC Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ADC Sortino Ratio Rank: 4747
Sortino Ratio Rank
ADC Omega Ratio Rank: 4646
Omega Ratio Rank
ADC Calmar Ratio Rank: 5555
Calmar Ratio Rank
ADC Martin Ratio Rank: 5656
Martin Ratio Rank

WM
WM Risk / Return Rank: 2828
Overall Rank
WM Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
WM Sortino Ratio Rank: 2525
Sortino Ratio Rank
WM Omega Ratio Rank: 2525
Omega Ratio Rank
WM Calmar Ratio Rank: 3131
Calmar Ratio Rank
WM Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADC vs. WM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Agree Realty Corporation (ADC) and Waste Management, Inc. (WM). 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.


ADCWMDifference
Sharpe ratioReturn per unit of total volatility

+0.67

Sortino ratioReturn per unit of downside risk

+0.95

Omega ratioGain probability vs. loss probability

1.07

0.96

+0.11

Calmar ratioReturn relative to maximum drawdown

0.52

-0.36

+0.88

Martin ratioReturn relative to average drawdown

1.26

-0.79

+2.05

ADC vs. WM - Sharpe Ratio Comparison

The current ADC Sharpe Ratio is 0.36, which is higher than the WM Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of ADC and WM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ADC vs. WM - Drawdown Comparison

The maximum ADC drawdown since its inception was -70.25%, smaller than the maximum WM drawdown of -77.85%. Use the drawdown chart below to compare losses from any high point for ADC and WM.


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Drawdown Indicators


ADCWMDifference

Max Drawdown

Largest peak-to-trough decline

-70.25%

-77.85%

+7.60%

Max Drawdown (1Y)

Largest decline over 1 year

-11.14%

-16.70%

+5.56%

Max Drawdown (3Y)

Largest decline over 3 years

-21.08%

-18.14%

-2.94%

Max Drawdown (5Y)

Largest decline over 5 years

-29.52%

-18.14%

-11.38%

Max Drawdown (10Y)

Largest decline over 10 years

-39.00%

-30.07%

-8.93%

Current Drawdown

Current decline from peak

-6.45%

-10.24%

+3.79%

Average Drawdown

Average peak-to-trough decline

-9.63%

-17.69%

+8.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.60%

7.58%

-2.98%

Volatility

ADC vs. WM - Volatility Comparison

The current volatility for Agree Realty Corporation (ADC) is 4.80%, while Waste Management, Inc. (WM) has a volatility of 6.13%. This indicates that ADC experiences smaller price fluctuations and is considered to be less risky than WM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADCWMDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.80%

6.13%

-1.33%

Volatility (6M)

Calculated over the trailing 6-month period

12.14%

14.08%

-1.94%

Volatility (1Y)

Calculated over the trailing 1-year period

16.16%

19.03%

-2.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.78%

18.62%

+0.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.65%

19.54%

+4.11%

Dividends

ADC vs. WM - Dividend Comparison

ADC's dividend yield for the trailing twelve months is around 4.13%, more than WM's 1.61% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
WM
Waste Management, Inc.
1.61%1.50%1.49%1.56%1.66%1.38%1.85%1.80%2.09%1.97%2.31%2.89%

Financials

ADC vs. WM - Financials Comparison

This section allows you to compare key financial metrics between Agree Realty Corporation and Waste Management, 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


0.001.00B2.00B3.00B4.00B5.00B6.00B20222023202420252026
200.81M
6.23B
(ADC) Total Revenue
(WM) Total Revenue
Values in USD except per share items

ADC vs. WM - Profitability Comparison

The chart below illustrates the profitability comparison between Agree Realty Corporation and Waste Management, 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%20222023202420252026
92.7%
0
Portfolio components
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%.

WM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported a gross profit of 0.00 and revenue of 6.23B. Therefore, the gross margin over that period was 0.0%.

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%.

WM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported an operating income of 1.11B and revenue of 6.23B, resulting in an operating margin of 17.9%.

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%.

WM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Waste Management, Inc. reported a net income of 723.00M and revenue of 6.23B, resulting in a net margin of 11.6%.


Frequently Asked Questions


ADC and WM have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WM has higher volatility (6.13%) compared to ADC (4.80%). In terms of maximum drawdown, ADC dropped -70.25% vs WM's -77.85%.

ADC currently has the higher Sharpe Ratio (0.36 vs -0.32), 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.

Portfolio Optimizer

Find the right allocation for ADC and WM

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