ADC vs NNN

Key Takeaways

• Both ADC and NNN are retail real estate investment trusts (REITs) specializing in single-tenant net lease properties, providing stable income with minimal landlord responsibilities.
• NNN outperforms ADC in year-to-date (YTD) returns (13.39% vs. 11.61%) and one-year returns (14.72% vs. 4.98%).
• NNN offers a higher dividend yield around 5.4% compared to ADC's 4.03%, with a track record of 36 consecutive years of dividend increases.
• ADC trades at a higher trailing price-to-earnings (P/E) ratio of 44.95 versus NNN's 21.40, reflecting different growth expectations.
• ADC exhibits lower volatility with a beta of 0.53 compared to NNN's 0.83 (beta measures stock volatility relative to the market).
• Recent market activity shows steady performance for both amid retail sector resilience and dividend focus.

Introduction

Agree Realty Corporation (ADC) and NNN REIT, Inc. (NNN) are leading retail REITs focused on single-tenant net lease properties leased to national retailers. This stock comparison analyzes their business models, recent performance, valuations, and market positioning in the current environment of interest rate sensitivity and retail resilience. Income-focused investors and traders seeking high-yield, low-maintenance real estate exposure will find value in understanding their relative strengths, such as dividend reliability, portfolio quality, and momentum in recent market activity. Both offer defensive qualities through long-term leases, making them relevant for diversified portfolios amid economic uncertainty.

ADC Overview and Recent Performance

Agree Realty Corporation (ADC) is a REIT owning 2,674 properties across all 50 states, totaling 55.5 million square feet of gross leasable area, primarily net leased to omni-channel retailers. In recent weeks, shares have traded around $79.56, near the 52-week high of $82.08, reflecting YTD gains of 11.61%. Sentiment has been supported by strong acquisition activity, with $1.55 billion invested in 2025, and discussions around dividend sustainability in a shifting retail landscape. Lower beta of 0.53 indicates reduced volatility, bolstered by a profit margin of 28.44% and ROE (return on equity) of 3.48%. Recent earnings transcripts highlight operational stability influencing positive price behavior.

NNN Overview and Recent Performance

NNN REIT, Inc. (NNN) owns 3,692 high-quality properties across 50 states, D.C., and Puerto Rico, with 39.6 million square feet and an average remaining lease term of 10.2 years. Shares recently at $44.29 approach the 52-week high of $46.03, driven by YTD returns of 13.39%. Key influences include a recent common dividend declaration and upcoming Q1 2026 earnings, alongside analyst price target upgrades. Higher profit margin of 42.08% and ROE of 8.89% underpin performance, with a dividend yield near 5.4% attracting income seekers. Steady momentum reflects robust occupancy and AFFO (adjusted funds from operations) growth from prior periods.

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Head-to-Head Comparison

Both ADC and NNN operate similar net lease models with national tenants, minimizing capital expenditures (capex) and ensuring predictable cash flows. NNN edges in property count and lease duration, while ADC has larger square footage. Growth drivers differ: ADC via aggressive acquisitions versus NNN's organic AFFO expansion. Recent momentum favors NNN with superior YTD and one-year returns; risk profiles show ADC's lower beta but higher P/E, signaling premium valuation. Sector exposure to resilient retail tempers interest rate risks, though NNN's higher ROE and yield present better trade-offs for value-oriented investors. Market sentiment leans positive on dividends for both amid stable occupancy.

Tickeron AI Verdict

Tickeron's AI would currently favor NNN over ADC, based on stronger trend consistency in recent returns, more attractive valuation via lower P/E, higher dividend yield, and superior profitability metrics like ROE. These factors position NNN better amid ongoing retail stability, though ADC's lower volatility offers appeal in risk-averse scenarios. Outcomes depend on evolving catalysts like earnings and rates.

Disclaimer

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