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ADC vs ELS
Which Stock Would AI Choose? Agree Realty Corporation (ADC) vs. Equity LifeStyle Properties, Inc. (ELS) Stock Comparison
Key Takeaways
- Both ADC and ELS are real estate investment trusts (REITs), but ADC focuses on net-leased retail properties while ELS specializes in manufactured housing and RV communities.
- ADC offers a higher dividend yield of approximately 4.03% compared to ELS's 3.32%.
- Year-to-date through recent market activity, ADC has gained about 11.6%, slightly outperforming ELS's 9.9% return.
- In recent weeks, both stocks have shown upward momentum, with ADC advancing around 5% and ELS similar, amid positive analyst updates.
- ELS boasts a larger market cap at $13.2 billion versus ADC's $9.6 billion, reflecting broader operational scale.
- Upcoming earnings reports for both could influence short-term sentiment in the REIT sector.
Introduction
This stock comparison examines ADC and ELS, two prominent REITs catering to income-oriented investors seeking stable dividends and real estate exposure. While both benefit from the sector's resilience amid interest rate dynamics, their distinct property focuses—retail net leases for ADC and lifestyle communities for ELS—offer contrasting risk-reward profiles. Traders tracking relative performance and investors evaluating dividend sustainability will find value in analyzing their recent market positioning, momentum, and growth drivers in today's environment.
ADC Overview and Recent Performance
Agree Realty Corporation (ADC) is a REIT that acquires and develops properties net leased to leading retail tenants, owning 2,674 properties across 50 states with 55.5 million square feet of leasable area as of late 2025. Its business model emphasizes long-term leases with investment-grade tenants, providing predictable rental income.
In recent market activity, ADC stock has traded around $79-80, within a 52-week range of $69.56 to $82.08. The shares have climbed roughly 5% over the past month, supported by analyst price target increases, such as Truist's adjustment to $82, and anticipation of Q1 earnings. Year-to-date gains stand at 11.6%, driven by solid adjusted funds from operations (AFFO) growth reported earlier in the year and positive retail sector sentiment. Influences include broader REIT recovery and the company's acquisition strategy, bolstering investor confidence despite elevated price-to-earnings (P/E) ratios around 45.
ELS Overview and Recent Performance
Equity LifeStyle Properties, Inc. (ELS) operates as a REIT managing 453 properties with 173,355 sites across 35 states and Canada, primarily manufactured home communities, RV resorts, and marinas. This operational focus allows for revenue from site rents and membership fees, targeting demographic trends like retirement living.
Recently, ELS shares have hovered near $66, in a 52-week range of $58.15 to $69. Trading up about 4-5% in recent weeks, performance reflects analyst optimism, including Mizuho's Outperform rating with a $72 target. Year-to-date returns are approximately 9.9%, influenced by strong Q4 results beating estimates on funds from operations (FFO) and revenue, alongside a dividend hike. Sentiment benefits from residential REIT tailwinds, though higher operational risks compared to pure net leases contribute to a P/E ratio near 33.
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Head-to-Head Comparison
ADC and ELS both deliver REIT advantages like high dividends but diverge in models: ADC's net-lease retail offers lower volatility through expense-free tenant payments, while ELS's communities provide growth via occupancy and rate hikes but expose to maintenance costs.
Growth drivers differ—ADC via property acquisitions, ELS through operational expansions. Recent momentum favors ADC slightly on YTD returns, though ELS shows superior return on invested capital (ROIC) at 8.3% versus 2.8%. Risk factors include interest rate sensitivity for both, with ELS more tied to consumer spending. Sector exposure contrasts retail resilience for ADC against demographic stability for ELS. Market sentiment leans positive for both, with analyst targets implying upside potential.
Tickeron AI Verdict
Tickeron’s AI currently favors ADC for its superior recent momentum, higher dividend yield, and consistent trend in retail net-lease positioning. While ELS offers compelling scale and ROIC, ADC's relative stability and catalysts like earnings proximity suggest higher probability of near-term outperformance in the current REIT landscape.
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. 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 StrongBuy and ELS 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 whileELS’s FA Score has 0 green FA rating(s).
- ADC’s FA Score: 0 green, 5 red.
- ELS’s FA Score: 0 green, 5 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 6 TA indicator(s) are bullish while ELS’s TA Score has 5 bullish TA indicator(s).
- ADC’s TA Score: 6 bullish, 3 bearish.
- ELS’s TA Score: 5 bullish, 4 bearish.
Price Growth
ADC (@Real Estate Investment Trusts) experienced а +3.30% price change this week, while ELS (@Media Conglomerates) price change was +3.84% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was +3.49%. For the same industry, the average monthly price growth was +6.12%, and the average quarterly price growth was +17.95%.
The average weekly price growth across all stocks in the @Media Conglomerates industry was +0.52%. For the same industry, the average monthly price growth was +2.43%, and the average quarterly price growth was +5.11%.
Reported Earning Dates
ADC is expected to report earnings on Aug 04, 2026.
ELS is expected to report earnings on Jul 20, 2026.
Industries' Descriptions
@Real Estate Investment Trusts (+3.49% 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.
@Media Conglomerates (+0.52% weekly)Companies that operate in these three (or more) areas: broadcasting, cable TV, publishing and movies/entertainment. The companies usually have a large share in these markets. Walt Disney Co . is an example.
| ADC | ELS | ADC / ELS | |
| Capitalization | 9.11B | 12.6B | 72% |
| EBITDA | 650M | 745M | 87% |
| Gain YTD | 7.137 | 7.895 | 90% |
| P/E Ratio | 40.99 | 32.41 | 126% |
| Revenue | 750M | 1.46B | 51% |
| Total Cash | 25.1M | 18.8M | 134% |
| Total Debt | 3.76B | 3.29B | 114% |
ADC | ELS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 65 Fair valued | |
PROFIT vs RISK RATING 1..100 | 48 | 87 | |
SMR RATING 1..100 | 89 | 43 | |
PRICE GROWTH RATING 1..100 | 53 | 53 | |
P/E GROWTH RATING 1..100 | 55 | 52 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
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.
ELS's Valuation (65) in the Real Estate Investment Trusts industry is in the same range as ADC (83). This means that ELS’s stock grew similarly to ADC’s over the last 12 months.
ADC's Profit vs Risk Rating (48) in the Real Estate Investment Trusts industry is somewhat better than the same rating for ELS (87). This means that ADC’s stock grew somewhat faster than ELS’s over the last 12 months.
ELS's SMR Rating (43) in the Real Estate Investment Trusts industry is somewhat better than the same rating for ADC (89). This means that ELS’s stock grew somewhat faster than ADC’s over the last 12 months.
ELS's Price Growth Rating (53) in the Real Estate Investment Trusts industry is in the same range as ADC (53). This means that ELS’s stock grew similarly to ADC’s over the last 12 months.
ELS's P/E Growth Rating (52) in the Real Estate Investment Trusts industry is in the same range as ADC (55). This means that ELS’s stock grew similarly to ADC’s over the last 12 months.
| ADC | ELS | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 32% | 3 days ago 58% |
| Stochastic ODDS (%) | 3 days ago 38% | 3 days ago 59% |
| Momentum ODDS (%) | 3 days ago 49% | 3 days ago 51% |
| MACD ODDS (%) | 3 days ago 49% | 3 days ago 47% |
| TrendWeek ODDS (%) | 3 days ago 46% | 3 days ago 46% |
| TrendMonth ODDS (%) | 3 days ago 39% | 3 days ago 47% |
| Advances ODDS (%) | 5 days ago 45% | 5 days ago 45% |
| Declines ODDS (%) | 14 days ago 34% | 14 days ago 48% |
| BollingerBands ODDS (%) | 3 days ago 38% | 3 days ago 62% |
| Aroon ODDS (%) | 3 days ago 44% | 3 days ago 45% |
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ELS and
Correlation & Price change
A.I.dvisor indicates that over the last year, ELS has been closely correlated with SUI. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if ELS jumps, then SUI could also see price increases.
| Ticker / NAME | Correlation To ELS | 1D Price Change % | ||
|---|---|---|---|---|
| ELS | 100% | +1.39% | ||
| SUI - ELS | 69% Closely correlated | +0.87% | ||
| CUBE - ELS | 66% Loosely correlated | +0.41% | ||
| FCPT - ELS | 64% Loosely correlated | +1.77% | ||
| ADC - ELS | 63% Loosely correlated | +1.40% | ||
| DBRG - ELS | 62% Loosely correlated | +0.06% | ||
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