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

Performance

KRG vs. ADC - Performance Comparison

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

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KRG vs. ADC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KRG
Kite Realty Group Trust
4.28%-0.20%15.46%13.60%0.80%50.80%-20.03%53.21%-22.48%-11.52%
ADC
Agree Realty Corporation
5.75%6.62%17.20%-7.07%3.50%11.28%-1.40%22.71%19.75%16.42%

Fundamentals

Market Cap

KRG:

$5.26B

ADC:

$8.67B

EPS

KRG:

$1.37

ADC:

$1.79

PE Ratio

KRG:

17.92

ADC:

42.23

PS Ratio

KRG:

6.32

ADC:

11.68

PB Ratio

KRG:

1.71

ADC:

1.42

Total Revenue (TTM)

KRG:

$847.63M

ADC:

$718.40M

Gross Profit (TTM)

KRG:

$451.39M

ADC:

$648.34M

EBITDA (TTM)

KRG:

$809.90M

ADC:

$595.08M

Returns By Period

In the year-to-date period, KRG achieves a 4.28% return, which is significantly lower than ADC's 5.75% return. Over the past 10 years, KRG has underperformed ADC with an annualized return of 4.23%, while ADC has yielded a comparatively higher 11.40% annualized return.


KRG

1D
0.41%
1M
-5.76%
YTD
4.28%
6M
13.46%
1Y
16.09%
3Y*
10.75%
5Y*
9.21%
10Y*
4.23%

ADC

1D
0.90%
1M
-6.01%
YTD
5.75%
6M
8.38%
1Y
1.86%
3Y*
7.91%
5Y*
6.50%
10Y*
11.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

KRG vs. ADC — Risk / Return Rank

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

KRG
KRG Risk / Return Rank: 6565
Overall Rank
KRG Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
KRG Sortino Ratio Rank: 5959
Sortino Ratio Rank
KRG Omega Ratio Rank: 5757
Omega Ratio Rank
KRG Calmar Ratio Rank: 6666
Calmar Ratio Rank
KRG Martin Ratio Rank: 7474
Martin Ratio Rank

ADC
ADC Risk / Return Rank: 4444
Overall Rank
ADC Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
ADC Sortino Ratio Rank: 3737
Sortino Ratio Rank
ADC Omega Ratio Rank: 3737
Omega Ratio Rank
ADC Calmar Ratio Rank: 5050
Calmar Ratio Rank
ADC Martin Ratio Rank: 4848
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.

KRG vs. ADC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kite Realty Group Trust (KRG) 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.


KRGADCDifference

Sharpe ratio

Return per unit of total volatility

0.71

0.11

+0.60

Sortino ratio

Return per unit of downside risk

1.14

0.28

+0.86

Omega ratio

Gain probability vs. loss probability

1.14

1.03

+0.11

Calmar ratio

Return relative to maximum drawdown

1.14

0.31

+0.83

Martin ratio

Return relative to average drawdown

4.17

0.51

+3.66

KRG vs. ADC - Sharpe Ratio Comparison

The current KRG Sharpe Ratio is 0.71, which is higher than the ADC Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of KRG 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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Sharpe Ratios by Period


KRGADCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

0.11

+0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.35

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

0.48

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.38

-0.34

Correlation

The correlation between KRG and ADC is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

KRG vs. ADC - Dividend Comparison

KRG's dividend yield for the trailing twelve months is around 5.07%, more than ADC's 4.12% yield.


TTM20252024202320222021202020192018201720162015
KRG
Kite Realty Group Trust
5.07%4.51%4.00%4.20%3.90%3.12%3.00%8.13%9.01%6.17%4.83%4.16%
ADC
Agree Realty Corporation
4.12%4.28%4.26%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%

Drawdowns

KRG vs. ADC - Drawdown Comparison

The maximum KRG drawdown since its inception was -88.63%, which is greater than ADC's maximum drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for KRG and ADC.


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Drawdown Indicators


KRGADCDifference

Max Drawdown

Largest peak-to-trough decline

-88.63%

-70.25%

-18.38%

Max Drawdown (1Y)

Largest decline over 1 year

-14.57%

-9.40%

-5.17%

Max Drawdown (5Y)

Largest decline over 5 years

-29.07%

-29.52%

+0.45%

Max Drawdown (10Y)

Largest decline over 10 years

-68.62%

-39.00%

-29.62%

Current Drawdown

Current decline from peak

-18.52%

-7.66%

-10.86%

Average Drawdown

Average peak-to-trough decline

-46.27%

-9.65%

-36.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.99%

5.76%

-1.77%

Volatility

KRG vs. ADC - Volatility Comparison

Kite Realty Group Trust (KRG) has a higher volatility of 4.79% compared to Agree Realty Corporation (ADC) at 4.39%. This indicates that KRG'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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Volatility by Period


KRGADCDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.79%

4.39%

+0.40%

Volatility (6M)

Calculated over the trailing 6-month period

12.99%

11.35%

+1.64%

Volatility (1Y)

Calculated over the trailing 1-year period

22.70%

17.42%

+5.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.35%

18.84%

+8.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.88%

23.72%

+13.16%

Financials

KRG vs. ADC - Financials Comparison

This section allows you to compare key financial metrics between Kite Realty Group Trust 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


100.00M150.00M200.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
207.42M
190.49M
(KRG) Total Revenue
(ADC) Total Revenue
Values in USD except per share items

KRG vs. ADC - Profitability Comparison

The chart below illustrates the profitability comparison between Kite Realty Group Trust 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

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-10.4%
92.3%
Portfolio components
KRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported a gross profit of -21.49M and revenue of 207.42M. Therefore, the gross margin over that period was -10.4%.

ADC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Agree Realty Corporation reported a gross profit of 175.78M and revenue of 190.49M. Therefore, the gross margin over that period was 92.3%.

KRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported an operating income of 48.20M and revenue of 207.42M, resulting in an operating margin of 23.2%.

ADC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Agree Realty Corporation reported an operating income of 92.43M and revenue of 190.49M, resulting in an operating margin of 48.5%.

KRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported a net income of 180.82M and revenue of 207.42M, resulting in a net margin of 87.2%.

ADC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Agree Realty Corporation reported a net income of 54.18M and revenue of 190.49M, resulting in a net margin of 28.4%.