STAG vs. ADC
STAG (STAG Industrial, Inc.) and ADC (Agree Realty Corporation) are both stocks. Both are in the Real Estate sector — STAG in REIT - Industrial, ADC in REIT - Retail. Over the past 10 years, STAG returned 10.11%/yr vs 9.33%/yr for ADC. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
STAG vs. ADC - Performance Comparison
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Returns By Period
In the year-to-date period, STAG achieves a 6.09% return, which is significantly higher than ADC's 3.69% return. Over the past 10 years, STAG has outperformed ADC with an annualized return of 10.11%, while ADC has yielded a comparatively lower 9.33% annualized return.
STAG
- 1D
- 2.06%
- 1M
- 1.13%
- YTD
- 6.09%
- 6M
- 5.47%
- 1Y
- 9.80%
- 3Y*
- 8.13%
- 5Y*
- 4.27%
- 10Y*
- 10.11%
ADC
- 1D
- 0.19%
- 1M
- -2.39%
- YTD
- 3.69%
- 6M
- 3.63%
- 1Y
- 2.60%
- 3Y*
- 8.87%
- 5Y*
- 5.31%
- 10Y*
- 9.33%
STAG vs. ADC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 6.09% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
ADC Agree Realty Corporation | 3.69% | 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 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 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
STAG:
$7.38B
ADC:
$8.83B
STAG:
$1.30
ADC:
$1.91
STAG:
29.77
ADC:
38.33
STAG:
8.41
ADC:
11.12
STAG:
2.06
ADC:
1.46
STAG:
$863.82M
ADC:
$750.05M
STAG:
$356.54M
ADC:
$667.57M
STAG:
$598.36M
ADC:
$639.27M
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Return for Risk
STAG vs. ADC — Risk / Return Rank
STAG
ADC
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.
| STAG | ADC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.04 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.23 | +0.81 |
| Martin ratioReturn relative to average drawdown | 2.51 | 0.55 | +1.97 |
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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
| STAG | ADC | Difference | |
|---|---|---|---|
Max DrawdownLargest 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% | -21.08% | -3.51% |
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 DrawdownCurrent decline from peak | -3.93% | -9.46% | +5.53% |
Average DrawdownAverage peak-to-trough decline | -10.49% | -9.63% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 4.76% | -0.86% |
Volatility
STAG vs. ADC - Volatility Comparison
STAG Industrial, Inc. (STAG) has a higher volatility of 6.49% compared to Agree Realty Corporation (ADC) at 4.91%. 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
| STAG | ADC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 4.91% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.28% | 12.22% | +2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.90% | 16.23% | +3.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 18.77% | +4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.20% | 23.67% | +2.53% |
Dividends
STAG vs. ADC - Dividend Comparison
STAG's dividend yield for the trailing twelve months is around 3.26%, less than ADC's 4.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.26% | 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. | 3.26% | 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.
Total Revenue: Total amount of money received from sales and other business activities
STAG vs. ADC - Profitability Comparison
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.
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%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
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%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
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
STAG and ADC have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STAG has higher volatility (6.49%) compared to ADC (4.91%). In terms of maximum drawdown, STAG dropped -45.08% vs ADC's -70.25%.
STAG currently has the higher Sharpe Ratio (0.50 vs 0.16), 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.
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