APLE vs. ADC
Compare and contrast key facts about Apple Hospitality REIT, Inc. (APLE) and Agree Realty Corporation (ADC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APLE or ADC.
Key characteristics
| APLE | ADC | |
|---|---|---|
| YTD Return | -7.86% | -6.63% |
| 1Y Return | 7.48% | -10.72% |
| 3Y Return (Ann) | 2.63% | -2.26% |
| 5Y Return (Ann) | 2.32% | 1.66% |
| Sharpe Ratio | 0.37 | -0.55 |
| Daily Std Dev | 23.36% | 18.83% |
| Max Drawdown | -71.85% | -70.25% |
| Current Drawdown | -11.42% | -22.10% |
Fundamentals
| APLE | ADC | |
|---|---|---|
| Market Cap | $3.64B | $5.83B |
| EPS | $0.77 | $1.69 |
| PE Ratio | 19.48 | 34.18 |
| PEG Ratio | 0.00 | -28.74 |
| Revenue (TTM) | $1.34B | $560.33M |
| Gross Profit (TTM) | $559.79M | $377.53M |
| EBITDA (TTM) | $436.75M | $430.67M |
Correlation
The correlation between APLE and ADC is 0.39, 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
In the year-to-date period, APLE achieves a -7.86% return, which is significantly lower than ADC's -6.63% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
APLE vs. ADC - Dividend Comparison
APLE's dividend yield for the trailing twelve months is around 6.70%, more than ADC's 5.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APLE Apple Hospitality REIT, Inc. | 6.70% | 6.08% | 4.78% | 0.25% | 2.31% | 6.74% | 9.04% | 5.56% | 5.96% | 3.97% | 0.00% | 0.00% |
ADC Agree Realty Corporation | 5.10% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% | 5.60% | 5.65% |
Drawdowns
APLE vs. ADC - Drawdown Comparison
The maximum APLE drawdown since its inception was -71.85%, 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.
Volatility
APLE vs. ADC - Volatility Comparison
The current volatility for Apple Hospitality REIT, Inc. (APLE) is 5.46%, while Agree Realty Corporation (ADC) has a volatility of 5.89%. This indicates that APLE experiences smaller price fluctuations and is considered to be less risky than ADC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities