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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
- ADC trades at around $76 with a 4.2% dividend yield, outperforming year-to-date at 6.9% versus the S&P 500's 6.0%.
- AMT is priced near $178 with a 3.9% yield, showing stronger Q1 revenue growth of 6.8% and raised full-year guidance.
- Recent quarterly results highlight ADC's acquisition activity ($403M) and AFFO per share up 7.9%, alongside dividend increases.
- AMT benefits from 5G and data center demand, with FFO per share beating estimates by 13.6% and net income surging 76%.
- Both REITs (real estate investment trusts) exhibit low betas (<0.6), signaling stability, but AMT commands a lower P/E ratio of 29 versus ADC's 41.
- Market positioning favors infrastructure exposure in AMT amid AI trends, while ADC leverages retail net leases.
Introduction
This stock comparison examines ADC (Agree Realty Corporation) and AMT (American Tower Corporation), two prominent REITs in distinct subsectors: retail net lease and communications infrastructure. Investors seeking income through high dividends, growth via acquisitions, or stability in real estate may find value in analyzing their relative performance. Recent market activity, including interest rate sensitivities and sector tailwinds like 5G expansion and retail resilience, underscores key differences in momentum, valuation, and risk profiles. This analysis draws on Q1 2026 earnings and broader trends to inform stock comparison decisions for diversified portfolios.
ADC Overview and Recent Performance
Agree Realty Corporation (ADC) is a self-administered REIT focused on owning and acquiring retail properties net leased to national omni-channel tenants across all 50 states. With a portfolio exceeding 2,700 properties and 55 million square feet, it emphasizes long-term, fee-simple ownership for stable cash flows. In recent market activity, ADC shares have hovered around $76, reflecting a market cap of approximately $9.1 billion, P/E ratio of 41, beta of 0.5, and forward dividend yield of 4.2%.
Q1 2026 results drove positive sentiment, with core FFO per share rising 8.1% to $1.13 and AFFO (adjusted funds from operations) up 7.9% to $1.14. The company completed $403 million in acquisitions—its largest quarterly volume since 2022—and raised $660 million in forward equity, bolstering $2.3 billion in liquidity. A monthly dividend increase to $0.267 per share (4.3% annualized growth) reinforced income appeal. Net debt to recurring EBITDA stood at 3.2x pro forma, supporting full-year AFFO guidance of $4.54–$4.58. Retail sector resilience and acquisition momentum have influenced steady performance, with YTD returns of 6.9% outpacing the S&P 500.
AMT Overview and Recent Performance
American Tower Corporation (AMT) operates as a leading global REIT owning multitenant communications real estate, including cell towers, broadcast sites, and data centers. Its diversified portfolio spans the U.S., Latin America, Europe, and Asia, capitalizing on wireless infrastructure demand. Shares trade near $178, with a $83 billion market cap, P/E of 29, beta around 0.5–0.9, and 3.9% dividend yield.
Recent weeks saw robust Q1 2026 performance, with total revenue up 6.8% to $2.74 billion, property revenue rising 7.3%, and net income surging 76.2% to $879 million. FFO per share of $2.84 beat estimates by 13.6%, fueled by global property growth and data centers (+18% YoY). Management raised 2026 outlooks, citing FX tailwinds and straight-line revenue acceleration in Latin America. Adjusted EBITDA grew 5.2% to $1.84 billion, underscoring operational strength amid 5G and AI-driven demand. YTD returns lag at about 2.5%, but 1-month gains of nearly 4% reflect improving sentiment versus prior-year declines.
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Head-to-Head Comparison
ADC and AMT both deliver reliable dividends as REITs but diverge in business models: ADC's retail net leases provide defensive, single-tenant stability tied to consumer spending, while AMT's tower infrastructure rides secular 5G/AI growth with multi-tenant escalators.
Growth drivers contrast sharply—ADC via ground leases and acquisitions (recent $400M+ quarterly pace), AMT through international expansion and data centers. Recent momentum favors AMT post-Q1 beats and guidance hikes, though ADC leads YTD. Risk factors include interest rate sensitivity (both low-beta), but AMT faces FX volatility and carrier capex cycles; ADC retail tenant risks. Valuation trade-offs: AMT's lower P/E (29 vs. 41) and larger scale offer relative value, while ADC's higher yield appeals to income seekers. Sector exposure positions AMT for tech tailwinds, ADC for value recovery.
Tickeron AI Verdict
Tickeron’s AI would currently lean toward AMT, based on superior trend consistency from Q1 beats, data center catalysts, raised guidance, and infrastructure positioning amid AI/5G demand. Its lower valuation multiples and global diversification enhance relative stability over ADC's retail focus, though ADC offers higher yield and acquisition momentum. Probabilistic edge to AMT in current conditions, subject to market shifts.
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 Disclaimers and Limitations.
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 Hold.
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 4 TA indicator(s) are bullish while AMT’s TA Score has 4 bullish TA indicator(s).
- ADC’s TA Score: 4 bullish, 5 bearish.
- AMT’s TA Score: 4 bullish, 5 bearish.
Price Growth
ADC (@Real Estate Investment Trusts) experienced а -2.31% price change this week, while AMT (@Specialty Telecommunications) price change was -3.34% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -1.59%. For the same industry, the average monthly price growth was -1.25%, and the average quarterly price growth was +9.37%.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was -2.39%. For the same industry, the average monthly price growth was -2.09%, and the average quarterly price growth was +5.77%.
Reported Earning Dates
ADC is expected to report earnings on Aug 04, 2026.
AMT is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Real Estate Investment Trusts (-1.59% 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 (-2.39% 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 | 8.94B | 79.5B | 11% |
| EBITDA | 650M | 6.89B | 9% |
| Gain YTD | 4.825 | -1.843 | -262% |
| P/E Ratio | 40.25 | 27.52 | 146% |
| Revenue | 750M | 10.8B | 7% |
| Total Cash | 25.1M | 1.61B | 2% |
| Total Debt | 3.76B | 45.1B | 8% |
ADC | AMT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 75 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 92 Overvalued | 58 Fair valued | |
PROFIT vs RISK RATING 1..100 | 53 | 100 | |
SMR RATING 1..100 | 87 | 15 | |
PRICE GROWTH RATING 1..100 | 58 | 61 | |
P/E GROWTH RATING 1..100 | 52 | 71 | |
SEASONALITY SCORE 1..100 | 50 | 38 |
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 (58) in the Real Estate Investment Trusts industry is somewhat better than the same rating for ADC (92). This means that AMT’s stock grew somewhat faster than ADC’s over the last 12 months.
ADC's Profit vs Risk Rating (53) 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 (87). This means that AMT’s stock grew significantly faster than ADC’s over the last 12 months.
ADC's Price Growth Rating (58) in the Real Estate Investment Trusts industry is in the same range as AMT (61). This means that ADC’s stock grew similarly to AMT’s over the last 12 months.
ADC's P/E Growth Rating (52) in the Real Estate Investment Trusts industry is in the same range as AMT (71). This means that ADC’s stock grew similarly to AMT’s over the last 12 months.
| ADC | AMT | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 3 days ago 53% | 3 days ago 58% |
| Momentum ODDS (%) | 3 days ago 37% | 3 days ago 55% |
| MACD ODDS (%) | 3 days ago 26% | 3 days ago 66% |
| TrendWeek ODDS (%) | 3 days ago 40% | 3 days ago 61% |
| TrendMonth ODDS (%) | 3 days ago 38% | 3 days ago 59% |
| Advances ODDS (%) | 6 days ago 46% | 6 days ago 59% |
| Declines ODDS (%) | 10 days ago 34% | 4 days ago 64% |
| BollingerBands ODDS (%) | 3 days ago 47% | 3 days ago 61% |
| Aroon ODDS (%) | 3 days ago 46% | 3 days ago 64% |
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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 71% 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.
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 79% 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.