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ADC vs O
Which Stock Would AI Choose? Agree Realty Corporation (ADC) vs. Realty Income Corporation (O) Stock Comparison
Key Takeaways
- Both ADC and O are leading net lease real estate investment trusts (REITs) focused on high-quality retail properties, appealing to income-oriented investors.
- ADC delivered strong Q1 2026 results, with adjusted funds from operations (AFFO) rising 20.7% year-over-year.
- O extended its monthly dividend streak to 670 consecutive payments, underscoring dividend reliability.
- In recent weeks, ADC stock has shown modest gains of about 2% over the past month, outperforming O's more volatile performance.
- O benefits from a larger portfolio and broader diversification, while ADC emphasizes growth through acquisitions.
- Tickeron AI robots highlight sector opportunities, though neither stock features prominently in current trending strategies.
Introduction
Agree Realty Corporation (ADC) and Realty Income Corporation (O) stand out as premier net lease REITs, owning single-tenant retail properties leased to investment-grade tenants. Investors and traders compare them for portfolio diversification, yield stability, and growth potential amid interest rate fluctuations and retail sector resilience. Income-focused portfolios often weigh ADC's aggressive expansion against O's scale and dividend history. This analysis examines their recent performance, business models, and market positioning to inform relative performance decisions in today's environment.
ADC Overview and Recent Performance
Agree Realty Corporation (ADC) is a fully integrated REIT specializing in the acquisition and development of properties net leased to leading omni-channel retailers across the U.S. Its portfolio spans 2,674 properties in all 50 states, totaling 55.5 million square feet. In recent market activity, ADC shares have traded in the $76-$78 range, with a modest 2.11% gain over the past month and year-to-date appreciation of 8.56%. Sentiment has been bolstered by robust Q1 2026 results, including net income up 33.4% to $60.2 million, core funds from operations (FFO)—a key REIT profitability metric—up 21%, and AFFO up 20.7%. The company also declared an increased monthly common dividend and pursued acquisitions, supporting positive momentum despite broader REIT pressures from interest rates.
O Overview and Recent Performance
Realty Income Corporation (O), known as The Monthly Dividend Company, is an S&P 500 REIT investing in commercial real estate leased to diverse tenants under long-term net leases. It boasts a vast portfolio serving global leaders. Recently, O shares have fluctuated around $63-$64, experiencing downward pressure with an approximate 8.6% decline over the past 30 days amid REIT sector volatility. Key developments include the 670th consecutive monthly dividend declaration and ongoing large-scale transactions like preferred equity investments. While Q1 earnings are anticipated, the stock's performance reflects profit-taking after peaks and sensitivity to rates, tempered by its conservative capital structure and shareholder focus.
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Head-to-Head Comparison
ADC and O share net lease business models emphasizing stable rental income from retail anchors, but differ in scale—O’s $59.5 billion market cap dwarfs ADC’s, enabling broader diversification. Growth drivers for ADC include aggressive acquisitions and development, fueling faster AFFO expansion, while O prioritizes accretive deals and dividend growth. Recent momentum favors ADC with steadier price action, versus O’s pullback. Risk factors like interest rate sensitivity affect both, though O’s size offers resilience. Sector exposure remains retail-heavy, with positive sentiment from tenant quality offsetting e-commerce concerns. Trade-offs pit ADC’s upside potential against O’s proven stability.
Tickeron AI Verdict
Tickeron’s AI currently favors ADC over O based on stronger recent earnings momentum, AFFO growth, and relative price stability in recent weeks. While O excels in scale and dividend consistency, ADC’s catalysts position it better for near-term outperformance amid retail REIT recovery trends.
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 StrongBuy and O 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 whileO’s FA Score has 0 green FA rating(s).
- ADC’s FA Score: 0 green, 5 red.
- O’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 O’s TA Score has 6 bullish TA indicator(s).
- ADC’s TA Score: 6 bullish, 3 bearish.
- O’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADC (@Real Estate Investment Trusts) experienced а +3.30% price change this week, while O (@Real Estate Investment Trusts) price change was +3.09% 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%.
Reported Earning Dates
ADC is expected to report earnings on Aug 04, 2026.
O is expected to report earnings on Aug 05, 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.
| ADC | O | ADC / O | |
| Capitalization | 9.11B | 58.5B | 16% |
| EBITDA | 650M | 4.91B | 13% |
| Gain YTD | 7.137 | 13.697 | 52% |
| P/E Ratio | 40.99 | 51.41 | 80% |
| Revenue | 750M | 5.88B | 13% |
| Total Cash | 25.1M | 374M | 7% |
| Total Debt | 3.76B | 30.2B | 12% |
ADC | O | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 78 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 50 Fair valued | |
PROFIT vs RISK RATING 1..100 | 48 | 62 | |
SMR RATING 1..100 | 89 | 90 | |
PRICE GROWTH RATING 1..100 | 53 | 50 | |
P/E GROWTH RATING 1..100 | 55 | 54 | |
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.
O's Valuation (50) in the Real Estate Investment Trusts industry is somewhat better than the same rating for ADC (83). This means that O’s stock grew somewhat faster than ADC’s over the last 12 months.
ADC's Profit vs Risk Rating (48) in the Real Estate Investment Trusts industry is in the same range as O (62). This means that ADC’s stock grew similarly to O’s over the last 12 months.
ADC's SMR Rating (89) in the Real Estate Investment Trusts industry is in the same range as O (90). This means that ADC’s stock grew similarly to O’s over the last 12 months.
O's Price Growth Rating (50) in the Real Estate Investment Trusts industry is in the same range as ADC (53). This means that O’s stock grew similarly to ADC’s over the last 12 months.
O's P/E Growth Rating (54) in the Real Estate Investment Trusts industry is in the same range as ADC (55). This means that O’s stock grew similarly to ADC’s over the last 12 months.
| ADC | O | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 32% | 2 days ago 57% |
| Stochastic ODDS (%) | 2 days ago 38% | 2 days ago 40% |
| Momentum ODDS (%) | 2 days ago 49% | 2 days ago 56% |
| MACD ODDS (%) | 2 days ago 49% | 2 days ago 50% |
| TrendWeek ODDS (%) | 2 days ago 46% | 2 days ago 51% |
| TrendMonth ODDS (%) | 2 days ago 39% | 2 days ago 48% |
| Advances ODDS (%) | 4 days ago 45% | 4 days ago 47% |
| Declines ODDS (%) | 13 days ago 34% | 13 days ago 48% |
| BollingerBands ODDS (%) | 2 days ago 38% | 2 days ago 49% |
| Aroon ODDS (%) | 2 days ago 44% | 2 days ago 51% |
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