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

Performance

STAG vs. ADC - Performance Comparison

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

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Returns By Period

In the year-to-date period, STAG achieves a 6.26% return, which is significantly lower than ADC's 10.68% return. Both investments have delivered pretty close results over the past 10 years, with STAG having a 9.24% annualized return and ADC not far behind at 8.86%.


STAG

1D
-0.73%
1M
-2.30%
6M
4.14%
YTD
6.26%
1Y
15.49%
3Y*
6.20%
5Y*
2.52%
10Y*
9.24%
ALL TIME*
13.74%

ADC

1D
-0.44%
1M
0.33%
6M
9.97%
YTD
10.68%
1Y
10.08%
3Y*
11.21%
5Y*
5.12%
10Y*
8.86%
ALL TIME*
11.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$97.66M$90.08M$88.85M
$79.14M$75.04M$58.84M

STAG vs. ADC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
STAG
STAG Industrial, Inc.
6.26%13.30%-10.34%26.73%-29.66%59.10%4.18%33.20%-3.81%20.68%
ADC
Agree Realty Corporation
10.68%6.62%17.20%-7.07%3.50%11.28%-1.40%22.71%19.75%16.42%

Correlation

The correlation between STAG and ADC is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.53

Correlation (3Y)
Balances recent behavior with more history.

0.53

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.56

Correlation (10Y)
Provides a long-term view across more market conditions.

0.61

Correlation (All Time)
Calculated using the full available price history since Apr 15, 2011

0.56

The correlation between STAG and ADC has been stable across timeframes, ranging from 0.53 to 0.61 - a consistent structural relationship.

Fundamentals

Market Cap

STAG:

$7.32B

ADC:

$9.34B

EPS

STAG:

$1.30

ADC:

$1.91

PE Ratio

STAG:

29.35

ADC:

40.73

PS Ratio

STAG:

8.23

ADC:

11.66

PB Ratio

STAG:

2.02

ADC:

1.48

Total Revenue (TTM)

STAG:

$880.59M

ADC:

$779.62M

Gross Profit (TTM)

STAG:

$189.35M

ADC:

$693.49M

EBITDA (TTM)

STAG:

$620.43M

ADC:

$628.17M

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Return for Risk

STAG vs. ADC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

STAG
STAG Risk / Return Rank: 7070
Overall Rank
STAG Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
STAG Sortino Ratio Rank: 6464
Sortino Ratio Rank
STAG Omega Ratio Rank: 6363
Omega Ratio Rank
STAG Calmar Ratio Rank: 7676
Calmar Ratio Rank
STAG Martin Ratio Rank: 7676
Martin Ratio Rank

ADC
ADC Risk / Return Rank: 6868
Overall Rank
ADC Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
ADC Sortino Ratio Rank: 6565
Sortino Ratio Rank
ADC Omega Ratio Rank: 6363
Omega Ratio Rank
ADC Calmar Ratio Rank: 7070
Calmar Ratio Rank
ADC Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

STAG vs. ADC - Risk-Adjusted Trends Comparison

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


STAGADCDifference
Sharpe ratioReturn per unit of total volatility

-0.03

Sortino ratioReturn per unit of downside risk

-0.04

Omega ratioGain probability vs. loss probability

1.15

1.15

0.00

Calmar ratioReturn relative to maximum drawdown

1.67

1.19

+0.48

Martin ratioReturn relative to average drawdown

4.15

2.82

+1.33

STAG vs. ADC - Sharpe Ratio Comparison

The current STAG Sharpe Ratio is 0.77, which is comparable to the ADC Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of STAG 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.


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Drawdowns

STAG vs. ADC - Drawdown Comparison

The maximum STAG drawdown since its inception was -45.08%, smaller than the maximum ADC drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for STAG and ADC.


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Drawdown Indicators


STAGADCDifference

Max Drawdown

Largest peak-to-trough decline

-45.08%

-70.25%

+25.17%

Max Drawdown (1Y)

Largest decline over 1 year

-9.44%

-11.14%

+1.70%

Max Drawdown (3Y)

Largest decline over 3 years

-24.59%

-16.28%

-8.31%

Max Drawdown (5Y)

Largest decline over 5 years

-42.22%

-29.52%

-12.70%

Max Drawdown (10Y)

Largest decline over 10 years

-45.08%

-39.00%

-6.08%

Current Drawdown

Current decline from peak

-8.99%

-3.77%

-5.22%

Average Drawdown

Average peak-to-trough decline

-10.44%

-9.61%

-0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.79%

4.69%

-0.90%

Volatility

STAG vs. ADC - Volatility Comparison

STAG Industrial, Inc. (STAG) has a higher volatility of 8.46% compared to Agree Realty Corporation (ADC) at 6.01%. This indicates that STAG'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


STAGADCDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.46%

6.01%

+2.45%

Volatility (6M)

Calculated over the trailing 6-month period

16.13%

13.05%

+3.08%

Volatility (1Y)

Calculated over the trailing 1-year period

20.41%

16.46%

+3.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.58%

18.88%

+4.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.24%

23.69%

+2.55%

Dividends

STAG vs. ADC - Dividend Comparison

STAG's dividend yield for the trailing twelve months is around 3.65%, less than ADC's 4.05% yield.


PositionTTM20252024202320222021202020192018201720162015
ADC
Agree Realty Corporation
4.05%4.28%4.26%4.64%3.95%3.65%3.61%3.25%3.65%3.94%4.17%5.43%
STAG
STAG Industrial, Inc.
3.65%4.05%4.38%3.74%4.52%3.02%4.60%4.53%5.71%5.14%5.82%7.40%

Financials

STAG vs. ADC - Financials Comparison

This section allows you to compare key financial metrics between STAG Industrial, 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

STAG vs. ADC - Profitability Comparison

The chart below illustrates the profitability comparison between STAG Industrial, 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

STAG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported a gross profit of -176.89M and revenue of 224.37M. Therefore, the gross margin over that period was -78.8%.

ADC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Agree Realty Corporation reported a gross profit of 189.84M and revenue of 205.10M. Therefore, the gross margin over that period was 92.6%.

STAG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported an operating income of 1.10M and revenue of 224.37M, resulting in an operating margin of 0.5%.

ADC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Agree Realty Corporation reported an operating income of 95.31M and revenue of 205.10M, resulting in an operating margin of 46.5%.

STAG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, STAG Industrial, Inc. reported a net income of 52.84M and revenue of 224.37M, resulting in a net margin of 23.6%.

ADC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Agree Realty Corporation reported a net income of 52.79M and revenue of 205.10M, resulting in a net margin of 25.7%.


Frequently Asked Questions


STAG and ADC have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STAG has higher volatility (8.46%) compared to ADC (6.01%). In terms of maximum drawdown, STAG dropped -45.08% vs ADC's -70.25%.

ADC currently has the higher Sharpe Ratio (0.81 vs 0.77), 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

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