PortfoliosLab logoPortfoliosLab logo
LTC vs. ADC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LTC vs. ADC - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, LTC achieves a 4.55% return, which is significantly higher than ADC's 1.77% return. Over the past 10 years, LTC has underperformed ADC with an annualized return of 2.89%, while ADC has yielded a comparatively higher 9.63% annualized return.


LTC

1D
-2.45%
1M
-7.84%
YTD
4.55%
6M
1.42%
1Y
6.43%
3Y*
8.96%
5Y*
4.44%
10Y*
2.89%

ADC

1D
-0.89%
1M
-4.88%
YTD
1.77%
6M
-1.21%
1Y
0.57%
3Y*
8.22%
5Y*
4.50%
10Y*
9.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LTC vs. ADC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LTC
LTC Properties, Inc.
4.55%6.17%14.94%-3.25%10.52%-6.77%-7.56%12.79%1.12%-2.74%
ADC
Agree Realty Corporation
1.77%6.62%17.20%-7.07%3.50%11.28%-1.40%22.71%19.75%16.42%

Correlation

The correlation between LTC and ADC is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.47

Correlation (3Y)
Calculated over the trailing 3-year period

0.54

Correlation (5Y)
Calculated over the trailing 5-year period

0.54

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Apr 18, 1994

0.40

The correlation between LTC and ADC shifts across timeframes, from 0.40 (all time) to 0.60 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

LTC:

$1.72B

ADC:

$8.67B

EPS

LTC:

$2.58

ADC:

$1.91

PE Ratio

LTC:

13.61

ADC:

37.62

PS Ratio

LTC:

5.32

ADC:

10.91

PB Ratio

LTC:

1.55

ADC:

1.43

Total Revenue (TTM)

LTC:

$309.23M

ADC:

$750.05M

Gross Profit (TTM)

LTC:

$246.28M

ADC:

$667.57M

EBITDA (TTM)

LTC:

$204.19M

ADC:

$639.27M

Compare stocks, funds, or ETFs

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


Return for Risk

LTC vs. ADC — Risk / Return Rank

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

LTC
LTC Risk / Return Rank: 5050
Overall Rank
LTC Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
LTC Sortino Ratio Rank: 4444
Sortino Ratio Rank
LTC Omega Ratio Rank: 4343
Omega Ratio Rank
LTC Calmar Ratio Rank: 5353
Calmar Ratio Rank
LTC Martin Ratio Rank: 5858
Martin Ratio Rank

ADC
ADC Risk / Return Rank: 3838
Overall Rank
ADC Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
ADC Sortino Ratio Rank: 3333
Sortino Ratio Rank
ADC Omega Ratio Rank: 3333
Omega Ratio Rank
ADC Calmar Ratio Rank: 4141
Calmar Ratio Rank
ADC Martin Ratio Rank: 4141
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.

LTC vs. ADC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LTC Properties, Inc. (LTC) 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.


LTCADCDifference
Sharpe ratioReturn per unit of total volatility

+0.33

Sortino ratioReturn per unit of downside risk

+0.43

Omega ratioGain probability vs. loss probability

1.08

1.02

+0.06

Calmar ratioReturn relative to maximum drawdown

0.55

0.05

+0.50

Martin ratioReturn relative to average drawdown

1.75

0.13

+1.62

LTC vs. ADC - Sharpe Ratio Comparison

The current LTC Sharpe Ratio is 0.37, which is higher than the ADC Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of LTC and ADC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


LTCADCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.37

0.04

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.24

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

0.41

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.38

-0.02

Drawdowns

LTC vs. ADC - Drawdown Comparison

The maximum LTC drawdown since its inception was -80.13%, which is greater than ADC's maximum drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for LTC and ADC.


Loading charts...

Drawdown Indicators


LTCADCDifference

Max Drawdown

Largest peak-to-trough decline

-80.13%

-70.25%

-9.88%

Max Drawdown (1Y)

Largest decline over 1 year

-11.82%

-11.14%

-0.68%

Max Drawdown (3Y)

Largest decline over 3 years

-14.50%

-21.08%

+6.58%

Max Drawdown (5Y)

Largest decline over 5 years

-27.80%

-29.52%

+1.72%

Max Drawdown (10Y)

Largest decline over 10 years

-51.41%

-39.00%

-12.41%

Current Drawdown

Current decline from peak

-11.82%

-11.14%

-0.68%

Average Drawdown

Average peak-to-trough decline

-15.97%

-9.64%

-6.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

4.37%

-0.69%

Volatility

LTC vs. ADC - Volatility Comparison

LTC Properties, Inc. (LTC) has a higher volatility of 5.54% compared to Agree Realty Corporation (ADC) at 3.87%. This indicates that LTC'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.


Loading charts...

Volatility by Period


LTCADCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.54%

3.87%

+1.67%

Volatility (6M)

Calculated over the trailing 6-month period

14.04%

12.04%

+2.00%

Volatility (1Y)

Calculated over the trailing 1-year period

17.64%

15.92%

+1.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.86%

18.79%

+2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.07%

23.64%

+3.43%

Dividends

LTC vs. ADC - Dividend Comparison

LTC's dividend yield for the trailing twelve months is around 6.50%, more than ADC's 4.35% yield.


PositionTTM20252024202320222021202020192018201720162015
ADC
Agree Realty Corporation
4.35%4.28%4.26%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%
LTC
LTC Properties, Inc.
6.50%6.63%6.60%7.10%6.42%6.68%5.86%5.09%5.47%5.24%4.66%4.80%

Financials

LTC vs. ADC - Financials Comparison

This section allows you to compare key financial metrics between LTC Properties, 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


50.00M100.00M150.00M200.00M20222023202420252026
95.41M
200.81M
(LTC) Total Revenue
(ADC) Total Revenue
Values in USD except per share items

LTC vs. ADC - Profitability Comparison

The chart below illustrates the profitability comparison between LTC Properties, 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

60.0%70.0%80.0%90.0%100.0%20222023202420252026
99.3%
92.7%
Portfolio components
LTC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, LTC Properties, Inc. reported a gross profit of 94.72M and revenue of 95.41M. Therefore, the gross margin over that period was 99.3%.

ADC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a gross profit of 186.09M and revenue of 200.81M. Therefore, the gross margin over that period was 92.7%.

LTC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, LTC Properties, Inc. reported an operating income of 58.52M and revenue of 95.41M, resulting in an operating margin of 61.3%.

ADC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported an operating income of 98.55M and revenue of 200.81M, resulting in an operating margin of 49.1%.

LTC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, LTC Properties, Inc. reported a net income of 23.59M and revenue of 95.41M, resulting in a net margin of 24.7%.

ADC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Agree Realty Corporation reported a net income of 60.19M and revenue of 200.81M, resulting in a net margin of 30.0%.


Frequently Asked Questions


LTC and ADC have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LTC has higher volatility (5.54%) compared to ADC (3.87%). In terms of maximum drawdown, LTC dropped -80.13% vs ADC's -70.25%.

LTC currently has the higher Sharpe Ratio (0.37 vs 0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LTC and ADC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer