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Agree Realty Corporation (ADC) vs Realty Income Corporation (O)

Agree Realty Corporation and Realty Income Corporation are both Reit Retail companies. Realty Income Corporation is the larger, with a market value of $56.6B against $9.2B — 6.2× the size. Agree Realty Corporation trades at the lower P/E: 36.3× against 40.2×. Agree Realty Corporation grew revenue faster over the last twelve months: 17.7% against 10.8%. Agree Realty Corporation has the higher net margin (28.8% vs 21.9%) and the higher return on invested capital (2.34% vs 1.16%). Both pay a dividend; Realty Income Corporation yields more (5.47% vs 4.52%). Across the 22 metrics below, Agree Realty Corporation leads on 12 and Realty Income Corporation on 10.

Valuation

Metric ADC O Reit Retail median
P/E 36.30 40.19 24.06
P/S 10.81 9.03 7.25
P/B 1.29 1.32 1.77
Price to free cash flow n/m n/m 17.80
EV/EBITDA 17.23 20.87 15.96
EV/Sales 15.30 13.22 10.99
Earnings yield 2.75% 2.49% 4.16%
Free cash flow yield (11.96%) (3.51%) 3.05%

Profitability

Metric ADC O Reit Retail median
Gross margin 87.59% 92.59% 71.84%
Operating margin 48.86% 20.48% 36.94%
Net margin 28.84% 21.85% 29.40%
Free cash flow margin (129.29%) (31.73%) 21.18%
Return on equity 3.75% 3.31% 7.18%
Return on assets 2.29% 1.82% 3.65%
Return on invested capital 2.34% 1.16% 3.22%

Growth

Metric ADC O Reit Retail median
Revenue growth (TTM) 17.66% 10.79% 8.64%
EPS growth (last fiscal year) (0.56%) 19.39% 16.00%
Revenue growth, 5-year CAGR 23.65% 28.40% 8.62%
Net income growth, 5-year CAGR 16.60% 21.76% 1.85%

Health

Metric ADC O Reit Retail median
Debt to equity 0.54 0.74 0.88
Current ratio 1.01 6.04 1.24
Net debt to EBITDA 5.26 7.98 5.40

Dividend

Metric ADC O Reit Retail median
Dividend yield 4.52% 5.47% 4.14%
Payout ratio 1.64 2.20 1.07

Size

Metric ADC O Reit Retail median
Market cap 9.17b 56.58b 4.04b

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