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

Key characteristics


APLEADC
YTD Return-9.87%-0.19%
1Y Return6.34%-1.16%
3Y Return (Ann)2.03%-0.13%
5Y Return (Ann)2.35%2.58%
Sharpe Ratio0.25-0.04
Daily Std Dev22.78%19.09%
Max Drawdown-71.85%-70.25%
Current Drawdown-13.35%-16.72%

Fundamentals


APLEADC
Market Cap$3.53B$6.15B
EPS$0.85$1.69
PE Ratio17.1436.05
PEG Ratio0.00-28.74
Total Revenue (TTM)$1.36B$560.33M
Gross Profit (TTM)$395.74M$451.26M
EBITDA (TTM)$441.89M$425.67M

Correlation

-0.50.00.51.00.4

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 -9.87% return, which is significantly lower than ADC's -0.19% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


50.00%100.00%150.00%200.00%2024FebruaryMarchAprilMayJune
29.03%
191.75%
APLE
ADC

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Apple Hospitality REIT, Inc.

Agree Realty Corporation

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.


APLE
Sharpe ratio
The chart of Sharpe ratio for APLE, currently valued at 0.25, compared to the broader market-2.00-1.000.001.002.003.000.25
Sortino ratio
The chart of Sortino ratio for APLE, currently valued at 0.53, compared to the broader market-4.00-2.000.002.004.006.000.53
Omega ratio
The chart of Omega ratio for APLE, currently valued at 1.06, compared to the broader market0.501.001.502.001.06
Calmar ratio
The chart of Calmar ratio for APLE, currently valued at 0.30, compared to the broader market0.002.004.006.000.30
Martin ratio
The chart of Martin ratio for APLE, currently valued at 0.82, compared to the broader market0.0010.0020.000.82
ADC
Sharpe ratio
The chart of Sharpe ratio for ADC, currently valued at -0.04, compared to the broader market-2.00-1.000.001.002.003.00-0.04
Sortino ratio
The chart of Sortino ratio for ADC, currently valued at 0.07, compared to the broader market-4.00-2.000.002.004.006.000.07
Omega ratio
The chart of Omega ratio for ADC, currently valued at 1.01, compared to the broader market0.501.001.502.001.01
Calmar ratio
The chart of Calmar ratio for ADC, currently valued at -0.03, compared to the broader market0.002.004.006.00-0.03
Martin ratio
The chart of Martin ratio for ADC, currently valued at -0.07, compared to the broader market0.0010.0020.00-0.07

APLE vs. ADC - Sharpe Ratio Comparison

The current APLE Sharpe Ratio is 0.25, which is higher than the ADC Sharpe Ratio of -0.04. The chart below compares the 12-month rolling Sharpe Ratio of APLE and ADC.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.002024FebruaryMarchAprilMayJune
0.25
-0.04
APLE
ADC

Dividends

APLE vs. ADC - Dividend Comparison

APLE's dividend yield for the trailing twelve months is around 6.92%, more than ADC's 4.80% yield.


TTM20232022202120202019201820172016201520142013
APLE
Apple Hospitality REIT, Inc.
6.92%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
4.80%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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2024FebruaryMarchAprilMayJune
-13.35%
-16.72%
APLE
ADC

Volatility

APLE vs. ADC - Volatility Comparison

Apple Hospitality REIT, Inc. (APLE) has a higher volatility of 5.39% compared to Agree Realty Corporation (ADC) at 4.65%. 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.


4.00%5.00%6.00%7.00%8.00%2024FebruaryMarchAprilMayJune
5.39%
4.65%
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