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

Correlation

The correlation between APLE and ADC is 0.38, 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.


-0.50.00.51.00.4

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.

50.00%100.00%150.00%200.00%250.00%JulyAugustSeptemberOctoberNovemberDecember
42.92%
239.97%
APLE
ADC

Key characteristics

Sharpe Ratio

APLE:

-0.06

ADC:

1.06

Sortino Ratio

APLE:

0.07

ADC:

1.55

Omega Ratio

APLE:

1.01

ADC:

1.19

Calmar Ratio

APLE:

-0.07

ADC:

0.71

Martin Ratio

APLE:

-0.14

ADC:

3.34

Ulcer Index

APLE:

8.91%

ADC:

5.61%

Daily Std Dev

APLE:

21.36%

ADC:

17.72%

Max Drawdown

APLE:

-71.82%

ADC:

-70.25%

Current Drawdown

APLE:

-4.28%

ADC:

-9.34%

Fundamentals

Market Cap

APLE:

$3.88B

ADC:

$7.99B

EPS

APLE:

$0.85

ADC:

$1.81

PE Ratio

APLE:

19.05

ADC:

40.50

PEG Ratio

APLE:

0.00

ADC:

-28.74

Total Revenue (TTM)

APLE:

$1.41B

ADC:

$600.53M

Gross Profit (TTM)

APLE:

$363.83M

ADC:

$379.74M

EBITDA (TTM)

APLE:

$460.62M

ADC:

$499.83M

Returns By Period

In the year-to-date period, APLE achieves a -0.44% return, which is significantly lower than ADC's 16.31% return.


APLE

YTD

-0.44%

1M

2.07%

6M

10.47%

1Y

-1.57%

5Y*

3.19%

10Y*

N/A

ADC

YTD

16.31%

1M

-8.58%

6M

16.53%

1Y

17.76%

5Y*

4.76%

10Y*

13.15%

Compare stocks, funds, or ETFs

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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.


Sharpe ratio
The chart of Sharpe ratio for APLE, currently valued at -0.06, compared to the broader market-4.00-2.000.002.00-0.061.06
The chart of Sortino ratio for APLE, currently valued at 0.07, compared to the broader market-4.00-2.000.002.004.000.071.55
The chart of Omega ratio for APLE, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.19
The chart of Calmar ratio for APLE, currently valued at -0.07, compared to the broader market0.002.004.006.00-0.070.71
The chart of Martin ratio for APLE, currently valued at -0.14, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.143.34
APLE
ADC

The current APLE Sharpe Ratio is -0.06, which is lower than the ADC Sharpe Ratio of 1.06. 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
-0.06
1.06
APLE
ADC

Dividends

APLE vs. ADC - Dividend Comparison

APLE's dividend yield for the trailing twelve months is around 6.47%, more than ADC's 4.27% yield.


TTM20232022202120202019201820172016201520142013
APLE
Apple Hospitality REIT, Inc.
6.47%6.08%4.82%0.25%2.32%6.77%9.12%5.61%6.01%4.01%0.00%0.00%
ADC
Agree Realty Corporation
4.27%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 -71.82%, 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.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.28%
-9.34%
APLE
ADC

Volatility

APLE vs. ADC - Volatility Comparison

Apple Hospitality REIT, Inc. (APLE) has a higher volatility of 6.99% compared to Agree Realty Corporation (ADC) at 5.50%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
6.99%
5.50%
APLE
ADC

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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