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

Correlation

The correlation between APLE and ADC 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

APLE vs. ADC - Performance Comparison

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

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Key characteristics

Sharpe Ratio

APLE:

-0.39

ADC:

1.51

Sortino Ratio

APLE:

-0.38

ADC:

2.20

Omega Ratio

APLE:

0.95

ADC:

1.27

Calmar Ratio

APLE:

-0.34

ADC:

1.35

Martin Ratio

APLE:

-1.06

ADC:

7.33

Ulcer Index

APLE:

10.65%

ADC:

3.80%

Daily Std Dev

APLE:

29.73%

ADC:

17.82%

Max Drawdown

APLE:

-71.82%

ADC:

-70.25%

Current Drawdown

APLE:

-22.18%

ADC:

-7.53%

Fundamentals

Market Cap

APLE:

$2.91B

ADC:

$8.12B

EPS

APLE:

$0.80

ADC:

$1.77

PE Ratio

APLE:

15.28

ADC:

41.58

PEG Ratio

APLE:

0.00

ADC:

-28.74

PS Ratio

APLE:

2.03

ADC:

12.76

PB Ratio

APLE:

0.90

ADC:

1.48

Total Revenue (TTM)

APLE:

$1.43B

ADC:

$636.80M

Gross Profit (TTM)

APLE:

$729.63M

ADC:

$458.10M

EBITDA (TTM)

APLE:

$464.80M

ADC:

$534.96M

Returns By Period

In the year-to-date period, APLE achieves a -18.02% return, which is significantly lower than ADC's 4.92% return.


APLE

YTD

-18.02%

1M

7.88%

6M

-19.78%

1Y

-11.50%

5Y*

12.89%

10Y*

N/A

ADC

YTD

4.92%

1M

-2.33%

6M

-2.36%

1Y

26.65%

5Y*

9.03%

10Y*

13.65%

*Annualized

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Risk-Adjusted Performance

APLE vs. ADC — Risk-Adjusted Performance Rank

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

APLE
The Risk-Adjusted Performance Rank of APLE is 2626
Overall Rank
The Sharpe Ratio Rank of APLE is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of APLE is 2525
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

ADC
The Risk-Adjusted Performance Rank of ADC is 8989
Overall Rank
The Sharpe Ratio Rank of ADC is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of ADC is 8888
Sortino Ratio Rank
The Omega Ratio Rank of ADC is 8585
Omega Ratio Rank
The Calmar Ratio Rank of ADC is 8888
Calmar Ratio Rank
The Martin Ratio Rank of ADC is 9292
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.

APLE vs. ADC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Hospitality REIT, Inc. (APLE) and Agree Realty Corporation (ADC). 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 APLE Sharpe Ratio is -0.39, which is lower than the ADC Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of APLE and ADC, 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

APLE vs. ADC - Dividend Comparison

APLE's dividend yield for the trailing twelve months is around 8.22%, more than ADC's 4.15% yield.


TTM20242023202220212020201920182017201620152014
APLE
Apple Hospitality REIT, Inc.
8.22%6.58%6.08%4.82%0.25%2.32%6.77%9.12%5.61%6.01%4.01%0.00%
ADC
Agree Realty Corporation
4.15%4.26%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%5.60%

Drawdowns

APLE vs. ADC - Drawdown Comparison

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


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Volatility

APLE vs. ADC - Volatility Comparison

Apple Hospitality REIT, Inc. (APLE) has a higher volatility of 6.44% compared to Agree Realty Corporation (ADC) at 5.54%. This indicates that APLE's price experiences larger fluctuations and is considered to be riskier than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

APLE vs. ADC - Financials Comparison

This section allows you to compare key financial metrics between Apple Hospitality REIT, Inc. and Agree Realty Corporation. 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
327.70M
169.16M
(APLE) Total Revenue
(ADC) Total Revenue
Values in USD except per share items

APLE vs. ADC - Profitability Comparison

The chart below illustrates the profitability comparison between Apple Hospitality REIT, Inc. and Agree Realty Corporation 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
74.2%
88.0%
(APLE) Gross Margin
(ADC) Gross Margin
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 - 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 - 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 - 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 - 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%.

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%.