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ADC vs NNN
Which Stock Would AI Choose? Agree Realty Corporation (ADC) vs. NNN REIT, Inc. (NNN) Stock Comparison
Key Takeaways
- Both ADC and NNN are net-lease retail real estate investment trusts (REITs), but they target different corners of the sector.
- ADC emphasizes larger-format, investment-grade tenants and a monthly dividend, while NNN focuses on freestanding single-tenant service and non-discretionary retail with a higher yield.
- NNN has delivered its 37th consecutive annual dividend increase, a milestone shared by only a small number of publicly traded REITs.
- Tickeron AI Verdict: Based on dividend durability, occupancy stability, and relative market positioning, Tickeron's AI currently favors NNN as the stronger candidate of the two.
- For deeper context on each name, explore ADC Major News, ADC Today's Price Move, NNN Major News, and NNN Today's Price Move.
- To see which automated strategies are currently in favor, explore the Trending AI Robots page.
Introduction
Agree Realty Corporation and NNN REIT, Inc. are two of the most closely followed names in the net-lease retail REIT (real estate investment trust) universe, a segment prized by income-oriented investors for its long-duration leases and predictable cash flows. Although both companies operate in the same broad industry, their portfolios, growth strategies, and risk profiles differ in meaningful ways. This stock comparison is relevant for investors evaluating relative performance, dividend reliability, and market positioning between two established single-tenant retail landlords. For traders and long-term holders alike, understanding how ADC and NNN diverge can clarify which business model aligns better with current market conditions.
ADC Overview and Recent Performance
Agree Realty Corporation (ADC) is a self-administered REIT that acquires and develops retail properties net leased to industry-leading, omni-channel tenants. As of recent reporting, the company owned and operated a portfolio spanning all 50 states, with notable tenants including Walmart, 7-Eleven, and Dollar General. A defining characteristic is ADC's heavy tilt toward investment-grade tenants, which account for roughly 65% of its rent, alongside a low average rent per square foot that reflects larger-format, high-quality real estate.
In recent weeks, ADC has reported strong operating results, including portfolio occupancy at a company-record 99.8% and an increase in full-year AFFO (adjusted funds from operations) per share guidance. Management has also emphasized a conservative balance sheet, with no material debt maturities until 2028 and a "fortress" capital position. However, the stock has faced pressure as rising cost of capital prompted management to moderate its 2026 investment volume outlook, reflecting a deliberate shift toward higher cap rates (initial yields) over pure acquisition volume.
NNN Overview and Recent Performance
NNN REIT, Inc. (NNN), formerly National Retail Properties, is an Orlando, Florida-based REIT that invests in freestanding single-tenant properties leased under long-term net leases. Its portfolio is concentrated in service and non-discretionary retail, with the largest exposures in automotive service, convenience stores, and limited-service restaurants. This defensive tenant mix and geographic diversification across the South, Southeast, and Midwest underpin the durability of its cash flows.
During recent market activity, NNN reported year-over-year AFFO growth of approximately 5.8%, with occupancy at 99.2% and a weighted average remaining lease term of roughly 10 years. The company also raised its quarterly dividend to $0.62 per share, marking a 37th consecutive annual increase, and maintained a well-covered payout ratio near 68% of AFFO. A sector-leading weighted average debt maturity of nearly 10 years provides insulation from near-term refinancing risk, though tenant credit concerns in select discretionary sectors remain a watch item.
Trending AI Robots
Tickeron's Trending AI Robots page curates a selection of the platform's automated trading strategies that are best suited to current market conditions. Tickeron hosts hundreds of AI trading bots that collectively trade thousands of different tickers, each with its own trading style, timeframe, strategy, performance profile, and basket of securities. Rather than listing every available bot, the page highlights only those demonstrating the most relevant and timely setups, helping users cut through the noise. Whether a trader favors swing trading, trend following, or shorter-term tactical moves, the curated section provides a focused starting point. Explore the Trending AI Robots page to see which strategies are currently standing out.
Head-to-Head Comparison
The core contrast between ADC and NNN lies in portfolio composition and income profile. ADC skews toward larger-format properties leased to investment-grade, omni-channel retailers, giving it a lower average rent per square foot but a higher credit-quality concentration. NNN, by contrast, holds thousands of smaller freestanding properties serving convenience, automotive, and quick-service segments, trading some tenant credit quality for a higher yield — roughly 6% versus ADC's roughly 4.5%.
On growth, ADC has pursued a faster external growth trajectory through acquisitions and an expanding development platform, while NNN relies on steady, selective sale-leaseback transactions and disciplined portfolio recycling. From a balance-sheet standpoint, ADC's pro forma leverage is lower, whereas NNN's longer debt duration and higher liquidity offer a different kind of resilience. In terms of dividend structure, ADC pays monthly and NNN quarterly, but NNN's longer consecutive-increase streak stands out for income-focused investors. Risk factors also differ: ADC faces exposure to larger retail formats, while NNN carries concentrated exposure to certain cyclical and discretionary tenant categories.
Tickeron AI Verdict
Weighing trend consistency, dividend durability, occupancy stability, and relative market positioning, Tickeron's AI would currently lean toward NNN as the more favorable candidate of the two. The combination of a 37-year streak of dividend increases, a higher current yield, above-average AFFO growth, and a sector-leading debt maturity profile presents a relatively balanced and consistent profile. That said, the verdict is probabilistic rather than definitive: ADC maintains meaningful advantages in credit quality and balance-sheet strength, and shifts in interest rates or tenant fundamentals could alter the relative picture. As always, conditions can change quickly, and this assessment reflects the observable factors currently in view.
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 Buy and NNN is a Hold.
ADC's RSI Oscillator climbs out of oversold territory
The RSI Indicator for ADC moved out of oversold territory on October 08, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 28 similar instances when the indicator left oversold territory. In 21 of the 28 cases the stock moved higher. This puts the odds of a move higher at 75%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on ADC as a result. In 41 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 49%.
The Moving Average Convergence Divergence (MACD) for ADC just turned positive on October 08, 2026. Looking at past instances where ADC's MACD turned positive, the stock continued to rise in 25 of 45 cases over the following month. The odds of a continued upward trend are 56%.
ADC moved above its 50-day moving average on November 02, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for ADC crossed bullishly above the 50-day moving average on November 06, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 67%.
Following a +2.32% 3-day Advance, the price is estimated to grow further. Considering data from situations where ADC advanced for three days, in 152 of 326 cases, the price rose further within the following month. The odds of a continued upward trend are 47%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 12 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ADC declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 38%.
ADC broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for ADC entered a downward trend on October 26, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 53 (best 1 - 100 worst), indicating fairly steady price growth. ADC’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 57 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 61, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 62 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 86 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 92 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.370) is normal, around the industry mean (2.797). P/E Ratio (37.565) is within average values for comparable stocks, (36.193). Projected Growth (PEG Ratio) (10.790) is also within normal values, averaging (12.808). Dividend Yield (0.016) settles around the average of (339.763) among similar stocks. ADC's P/S Ratio (10.277) is slightly higher than the industry average of (6.739).
NNN's RSI Indicator ascending out of oversold territory
The RSI Oscillator for NNN moved out of oversold territory on October 08, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 23 similar instances when the indicator left oversold territory. In 14 of the 23 cases the stock moved higher. This puts the odds of a move higher at 61%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on November 06, 2026. You may want to consider a long position or call options on NNN as a result. In 46 of 90 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 51%.
The Moving Average Convergence Divergence (MACD) for NNN just turned positive on October 08, 2026. Looking at past instances where NNN's MACD turned positive, the stock continued to rise in 24 of 48 cases over the following month. The odds of a continued upward trend are 50%.
NNN moved above its 50-day moving average on November 09, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for NNN crossed bullishly above the 50-day moving average on November 10, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 6 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 40%.
Following a +1.56% 3-day Advance, the price is estimated to grow further. Considering data from situations where NNN advanced for three days, in 140 of 302 cases, the price rose further within the following month. The odds of a continued upward trend are 46%.
The Aroon Indicator entered an Uptrend today. In 122 of 295 cases where NNN Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 41%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 30 of 68 cases where NNN's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 44%.
The 50-day moving average for NNN moved below the 200-day moving average on October 15, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NNN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 49%.
NNN broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 40 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 51 (best 1 - 100 worst), indicating fairly steady price growth. NNN’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 57 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 61, placing this stock slightly better than average.
The Tickeron SMR rating for this company is 75 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 82 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.769) is normal, around the industry mean (2.797). P/E Ratio (20.256) is within average values for comparable stocks, (36.193). Projected Growth (PEG Ratio) (19.520) is also within normal values, averaging (12.808). Dividend Yield (0.060) settles around the average of (339.763) among similar stocks. P/S Ratio (8.271) is also within normal values, averaging (6.739).
ADC | NNN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 29 | 19 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 92 Overvalued | 82 Overvalued | |
PROFIT vs RISK RATING 1..100 | 57 | 57 | |
SMR RATING 1..100 | 86 | 75 | |
PRICE GROWTH RATING 1..100 | 53 | 51 | |
P/E GROWTH RATING 1..100 | 62 | 40 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
NNN's Valuation (82) in the Real Estate Investment Trusts industry is in the same range as ADC (92). This means that NNN’s stock grew similarly to ADC’s over the last 12 months.
NNN's Profit vs Risk Rating (57) in the Real Estate Investment Trusts industry is in the same range as ADC (57). This means that NNN’s stock grew similarly to ADC’s over the last 12 months.
NNN's SMR Rating (75) in the Real Estate Investment Trusts industry is in the same range as ADC (86). This means that NNN’s stock grew similarly to ADC’s over the last 12 months.
NNN's Price Growth Rating (51) in the Real Estate Investment Trusts industry is in the same range as ADC (53). This means that NNN’s stock grew similarly to ADC’s over the last 12 months.
NNN's P/E Growth Rating (40) in the Real Estate Investment Trusts industry is in the same range as ADC (62). This means that NNN’s stock grew similarly to ADC’s over the last 12 months.
| ADC | NNN | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 75% | 3 days ago 61% |
| Stochastic ODDS (%) | 1 day ago 48% | 1 day ago 44% |
| Momentum ODDS (%) | 1 day ago 49% | 1 day ago 51% |
| MACD ODDS (%) | 3 days ago 56% | 3 days ago 50% |
| TrendWeek ODDS (%) | 1 day ago 42% | 1 day ago 47% |
| TrendMonth ODDS (%) | 1 day ago 50% | 1 day ago 44% |
| Advances ODDS (%) | 7 days ago 47% | 2 days ago 46% |
| Declines ODDS (%) | 1 day ago 38% | 6 days ago 49% |
| BollingerBands ODDS (%) | 1 day ago 30% | 1 day ago 43% |
| Aroon ODDS (%) | 1 day ago 21% | 1 day ago 41% |
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 overvalued. 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 while NNN’s FA Score has 0 green FA rating(s).
- ADC’s FA Score: 0 green, 5 red.
- NNN’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 NNN’s TA Score has 7 bullish TA indicator(s).
- ADC’s TA Score: 6 bullish, 4 bearish.
- NNN’s TA Score: 7 bullish, 4 bearish.
Price Growth
ADC (@Real Estate Investment Trusts) experienced а -0.23% price change this week, while NNN (@Real Estate Investment Trusts) price change was -0.55% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was +1.93%. For the same industry, the average monthly price growth was +4.05%, and the average quarterly price growth was +0.77%.
Reported Earning Dates
ADC is expected to report earnings on Feb 16, 2027.
NNN is expected to report earnings on Feb 11, 2027.
Industries' Descriptions
@Real Estate Investment Trusts (+1.93% 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.
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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 79% 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% | -0.11% | ||
| NNN - ADC | 79% Closely correlated | -0.86% | ||
| O - ADC | 79% Closely correlated | +0.05% | ||
| EPRT - ADC | 79% Closely correlated | -0.36% | ||
| FCPT - ADC | 75% Closely correlated | -0.59% | ||
| NTST - ADC | 72% Closely correlated | -0.69% | ||
More | ||||
NNN and
Correlation & Price change
A.I.dvisor indicates that over the last year, NNN has been closely correlated with O. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if NNN jumps, then O could also see price increases.
| Ticker / NAME | Correlation To NNN | 1D Price Change % | ||
|---|---|---|---|---|
| NNN | 100% | -0.86% | ||
| O - NNN | 81% Closely correlated | +0.05% | ||
| ADC - NNN | 79% Closely correlated | -0.11% | ||
| EPRT - NNN | 75% Closely correlated | -0.36% | ||
| FCPT - NNN | 73% Closely correlated | -0.59% | ||
| KIM - NNN | 73% Closely correlated | -0.23% | ||
More | ||||
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