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ADC vs AMT
Which Stock Would AI Choose? Agree Realty Corporation (ADC) vs. American Tower Corporation (AMT) Stock Comparison
Key Takeaways
- Agree Realty Corporation (ADC) and American Tower Corporation (AMT) are both real estate investment trusts (REITs) with distinct sector focuses: ADC on single-tenant retail properties and AMT on wireless communications infrastructure.
- ADC has delivered a year-to-date total return of approximately 14.32% amid steady dividend growth and multiple analyst rating affirmations or upgrades in recent weeks.
- AMT received an upgrade to Outperform from RBC Capital Markets in early July 2026, with Wall Street maintaining a consensus Buy rating and a median price target of $215.62.
- Both stocks trade with relatively low volatility compared to broader equities, though AMT exhibits greater sensitivity to interest-rate and 5G deployment trends while ADC benefits from stable retail tenant demand.
- Recent market activity shows continued institutional interest in both names, with ADC announcing an upcoming second-quarter earnings release and dividend increase.
- Relative positioning favors AMT for short-term momentum based on analyst sentiment, while ADC offers defensive characteristics through its retail lease structure.
Introduction
Agree Realty Corporation (ADC) and American Tower Corporation (AMT) represent two specialized real estate investment trusts (REITs) that appeal to income-oriented investors and those seeking sector-specific exposure within commercial real estate. ADC focuses on net-lease retail assets, while AMT operates a large portfolio of wireless and broadcast towers. Traders and long-term investors evaluating relative performance, dividend sustainability, and sensitivity to macroeconomic factors such as interest rates and digital infrastructure spending may find this comparison useful for portfolio allocation decisions in the current environment.
ADC Overview and Recent Performance
Agree Realty Corporation (ADC) owns and manages a portfolio of single-tenant retail properties under long-term net leases. The company has maintained consistent acquisition activity and reported first-quarter 2026 results that supported its full-year adjusted funds from operations (AFFO) guidance. In recent market activity, ADC shares have traded near $80.63, reflecting a year-to-date gain of about 14.32%. Analyst coverage remained constructive, with Barclays raising its price target to $85 while maintaining an Equal-Weight rating and other firms issuing Buy or Outperform initiations. The company also announced a monthly dividend increase and scheduled its second-quarter 2026 earnings release for late July, contributing to stable sentiment.
AMT Overview and Recent Performance
American Tower Corporation (AMT) is a leading owner and operator of wireless and broadcast communications infrastructure, serving major carriers across multiple markets. Recent market activity has been supported by an upgrade to Outperform from RBC Capital Markets in early July 2026. The stock carries a consensus Buy rating from analysts, with a median 12-month price target of $215.62. AMT benefits from ongoing demand for 5G and data infrastructure, though its performance remains influenced by lease renewals and capital expenditure cycles. Institutional ownership and trading volumes have stayed elevated, reflecting continued interest in its defensive growth profile amid broader real estate sector movements.
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Head-to-Head Comparison
Agree Realty Corporation (ADC) operates a retail-focused net-lease model with long-duration contracts that provide predictable cash flows, resulting in lower beta and defensive characteristics during economic uncertainty. American Tower Corporation (AMT) derives revenue from tower leases tied to wireless spectrum demand, offering exposure to secular 5G and data growth but with greater sensitivity to interest rates and carrier capital spending. Recent momentum favors AMT following its analyst upgrade, while ADC has shown steadier dividend growth and positive analyst target revisions. Risk factors differ: ADC faces retail tenant concentration, whereas AMT contends with tower lease churn and regulatory considerations. Sector exposure places ADC in consumer-facing real estate and AMT in digital infrastructure, creating complementary rather than overlapping risk profiles for diversified portfolios.
Tickeron AI Verdict
Based on observable factors including recent analyst upgrades, relative price stability, and alignment with current infrastructure spending trends, Tickeron’s AI models would currently assign a higher probability of favorable short-term positioning to American Tower Corporation (AMT) over Agree Realty Corporation (ADC). The verdict reflects AMT’s clearer catalyst from the RBC upgrade and consensus Buy rating, alongside consistent sector tailwinds, while acknowledging ADC’s defensive attributes and dividend support as competitive alternatives in a range-bound market.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADC is a Hold and AMT is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ADC’s FA Score shows that 0 FA rating(s) are green whileAMT’s FA Score has 1 green FA rating(s).
- ADC’s FA Score: 0 green, 5 red.
- AMT’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ADC’s TA Score shows that 5 TA indicator(s) are bullish while AMT’s TA Score has 4 bullish TA indicator(s).
- ADC’s TA Score: 5 bullish, 5 bearish.
- AMT’s TA Score: 4 bullish, 5 bearish.
Price Growth
ADC (@Real Estate Investment Trusts) experienced а -1.62% price change this week, while AMT (@Specialty Telecommunications) price change was +1.75% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -0.51%. For the same industry, the average monthly price growth was -4.91%, and the average quarterly price growth was +5.55%.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was +0.95%. For the same industry, the average monthly price growth was +0.19%, and the average quarterly price growth was +1.19%.
Reported Earning Dates
ADC is expected to report earnings on Oct 27, 2026.
AMT is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Real Estate Investment Trusts (-0.51% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
@Specialty Telecommunications (+0.95% weekly)Companies belonging to the specialty telecommunications sector provide voice and data transmission via a single method, such as fixed lines, digital subscriber lines (DSL), wireless technology, the internet or competitive local exchange carriers. Telefonica, Liberty Broadband Corp., and Zayo Group Holdings, Inc. are some of the big specialty telecom companies in the U.S.
| ADC | AMT | ADC / AMT | |
| Capitalization | 9.34B | 81.2B | 12% |
| EBITDA | 676M | 6.89B | 10% |
| Gain YTD | 6.853 | 1.162 | 590% |
| P/E Ratio | 40.38 | 28.10 | 144% |
| Revenue | 780M | 10.8B | 7% |
| Total Cash | 12.5M | N/A | - |
| Total Debt | 3.89B | 45.1B | 9% |
ADC | AMT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 55 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 36 Fair valued | |
PROFIT vs RISK RATING 1..100 | 57 | 100 | |
SMR RATING 1..100 | 88 | 15 | |
PRICE GROWTH RATING 1..100 | 59 | 59 | |
P/E GROWTH RATING 1..100 | 56 | 79 | |
SEASONALITY SCORE 1..100 | 75 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AMT's Valuation (36) in the Real Estate Investment Trusts industry is somewhat better than the same rating for ADC (83). This means that AMT’s stock grew somewhat faster than ADC’s over the last 12 months.
ADC's Profit vs Risk Rating (57) in the Real Estate Investment Trusts industry is somewhat better than the same rating for AMT (100). This means that ADC’s stock grew somewhat faster than AMT’s over the last 12 months.
AMT's SMR Rating (15) in the Real Estate Investment Trusts industry is significantly better than the same rating for ADC (88). This means that AMT’s stock grew significantly faster than ADC’s over the last 12 months.
AMT's Price Growth Rating (59) in the Real Estate Investment Trusts industry is in the same range as ADC (59). This means that AMT’s stock grew similarly to ADC’s over the last 12 months.
ADC's P/E Growth Rating (56) in the Real Estate Investment Trusts industry is in the same range as AMT (79). This means that ADC’s stock grew similarly to AMT’s over the last 12 months.
| ADC | AMT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 34% | N/A |
| Stochastic ODDS (%) | 2 days ago 36% | 2 days ago 70% |
| Momentum ODDS (%) | 2 days ago 42% | 2 days ago 59% |
| MACD ODDS (%) | 2 days ago 39% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 41% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 37% | 2 days ago 58% |
| Advances ODDS (%) | 2 days ago 47% | 2 days ago 58% |
| Declines ODDS (%) | 4 days ago 35% | 12 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 42% | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 47% | 2 days ago 66% |
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ADC and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADC has been closely correlated with NNN. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADC jumps, then NNN could also see price increases.
| Ticker / NAME | Correlation To ADC | 1D Price Change % | ||
|---|---|---|---|---|
| ADC | 100% | +1.01% | ||
| NNN - ADC | 74% Closely correlated | +0.94% | ||
| O - ADC | 74% Closely correlated | +0.58% | ||
| EPRT - ADC | 72% Closely correlated | +1.34% | ||
| FCPT - ADC | 65% Loosely correlated | +0.88% | ||
| PSA - ADC | 64% Loosely correlated | +1.59% | ||
More | ||||
AMT and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMT has been closely correlated with CCI. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMT jumps, then CCI could also see price increases.