ADC
Live chart
What they do
Agree Realty Corporation is a publicly traded real estate investment trust. The Firm is Rethinking Retail through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants. Agree Realty Corporation was incorporated in 1971 and is based in Royal Oak, United States.
For information only · Important disclosures
Grades vs sector
Momentum27th percentile in sectorD+
Percentile within its GICS sector across the S&P 1500.
Growth79th percentile in sectorB+
Percentile within its GICS sector across the S&P 1500.
Value40th percentile in sectorC-
Percentile within its GICS sector across the S&P 1500.
Profitability53rd percentile in sectorC+
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
News
More newsKey stats
Valuation and fundamentals
Valuation & fundamentals
Discounted cash flow
Edit assumptions · recalculates instantly
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-09-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.00 (n/a) × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Real Estate
pricier
pricier
cheaper
pricier
cheaper
pricier
Forward EPS $1.90 vs trailing $1.86 (+2% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Piotroski F-score 5/9 · last two fiscal years
Altman Z-score 1.4 (distress zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $718.4M | $204.3M | $504.1M |
| 2024 | $617.1M | $189.2M | $-442.5M |
| 2023 | $537.5M | $170.0M | $-808.4M |
| 2022 | $429.8M | $152.4M | $-1.2B |
| 2021 | $339.3M | $122.3M | $-1.1B |
| 2020 | $248.6M | $91.4M | $-1.2B |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +18.7%.
Earnings
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-10-20 | 0.47 | 0.48 | +2.7% |
| 2026-07-30 | 0.47 | 0.47 | -1.5% |
| 2026-04-21 | 0.47 | 0.49 | +4.4% |
| 2026-02-10 | 0.47 | 0.47 | -0.1% |
| 2025-10-21 | 0.46 | 0.47 | +2.5% |
| 2025-07-31 | 0.46 | 0.46 | -0.1% |
| 2025-04-22 | 0.43 | 0.46 | +8.0% |
| 2025-02-11 | 0.44 | 0.41 | -6.5% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $205.1M | +16.8% |
| 2026-03-31 | $200.8M | – |
| 2025-12-31 | $190.5M | – |
| 2025-09-30 | $183.2M | – |
| 2025-06-30 | $175.5M | – |
Analyst actions
PT $74
PT $76
PT $76
PT $76
PT $79
PT $85
Recent dividends
Insider trades
$67.5K
$500.9K
$1.4M
$724.2K
$10.0K
$1.5M
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Stats refreshed 2026-10-21 18:28:49 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app
Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.
Beta 0.9 · Oct 21, 2026