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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 retail-focused real estate investment trusts (REITs) with single-tenant properties, providing exposure to the commercial real estate sector.
- O delivered a year-to-date total return of 16.78% as of July 31, 2026, outperforming the S&P 500's 9.41% over the same period.
- ADC reported an 11.5% year-over-year increase in net income for the second quarter of 2026 and raised its full-year outlook following stronger-than-expected results.
- O maintains a consistent monthly dividend policy, with its most recent declaration at $0.2710 per share, payable in August 2026, alongside upcoming second-quarter earnings.
- Recent market activity for both stocks reflects broader REIT sector dynamics, including interest rate sensitivity and positioning ahead of earnings reports in late July and early August 2026.
- Relative performance highlights trade-offs between ADC's growth-oriented earnings momentum and O's established dividend stability and scale.
Introduction
Agree Realty Corporation (ADC) and Realty Income Corporation (O) represent two established players in the retail real estate investment trust sector. Investors and traders seeking to evaluate relative performance, dividend characteristics, and sector positioning within commercial real estate often compare these names. This analysis focuses on recent market behavior, financial developments, and observable factors to provide context for portfolio considerations in the current environment.
ADC Overview and Recent Performance
Agree Realty Corporation (ADC) operates as a retail real estate investment trust specializing in single-tenant, net-leased properties across the United States. In recent weeks, the company reported second-quarter 2026 results showing net income of $52.8 million, an 11.5% increase from the prior-year period. Earnings exceeded expectations, prompting an upward revision to full-year guidance. Market sentiment around ADC has been influenced by these results and the associated earnings conference call held on July 31, 2026, reflecting positive momentum in its operational metrics amid broader real estate sector dynamics.
O Overview and Recent Performance
Realty Income Corporation (O) is a retail real estate investment trust known for its monthly dividend distributions and diversified portfolio of single-tenant properties. As of July 31, 2026, shares closed at $63.87, contributing to a year-to-date total return of 16.78%, which exceeded the S&P 500 benchmark. Recent developments include the declaration of its 673rd consecutive monthly dividend at $0.2710 per share and the expansion of credit facilities. Performance in recent market activity has been shaped by positioning ahead of second-quarter earnings scheduled for August 5, 2026, alongside general REIT sector responses to interest rate expectations.
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Head-to-Head Comparison
In terms of business model, both entities focus on single-tenant retail net leases, yet O operates at a larger scale with broader geographic diversification compared to ADC. Growth drivers differ as ADC has demonstrated recent earnings acceleration and raised guidance, while O emphasizes consistent dividend growth and access to capital markets through expanded credit facilities. Recent momentum shows O with stronger year-to-date total returns, whereas ADC benefited from positive earnings surprises in late July 2026. Risk factors include interest rate sensitivity for both, with O potentially offering greater stability through its dividend track record and ADC presenting exposure tied to its smaller size and acquisition activity. Sector exposure remains aligned in retail real estate, though market sentiment has recently favored O's scale amid earnings anticipation.
Tickeron AI Verdict
Based on observable factors such as consistent dividend history, year-to-date outperformance relative to benchmarks, and positioning ahead of earnings, Tickeron’s AI would likely assign a modest probabilistic preference to O in the current environment. ADC exhibits notable earnings momentum that could support alternative scenarios depending on subsequent data releases. This assessment reflects relative stability and trend characteristics rather than definitive outcomes.
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 Hold 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 5 TA indicator(s) are bullish while O’s TA Score has 5 bullish TA indicator(s).
- ADC’s TA Score: 5 bullish, 5 bearish.
- O’s TA Score: 5 bullish, 3 bearish.
Price Growth
ADC (@Real Estate Investment Trusts) experienced а -1.62% price change this week, while O (@Real Estate Investment Trusts) price change was +0.95% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -0.51%. For the same industry, the average monthly price growth was -4.91%, and the average quarterly price growth was +5.55%.
Reported Earning Dates
ADC is expected to report earnings on Oct 27, 2026.
O is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Real Estate Investment Trusts (-0.51% 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 | 9.34B | 59.6B | 16% |
| EBITDA | 676M | 4.91B | 14% |
| Gain YTD | 6.853 | 15.091 | 45% |
| P/E Ratio | 40.38 | 45.95 | 88% |
| Revenue | 780M | 5.88B | 13% |
| Total Cash | 12.5M | N/A | - |
| Total Debt | 3.89B | 30.2B | 13% |
ADC | O | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 55 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 57 | 69 | |
SMR RATING 1..100 | 88 | 89 | |
PRICE GROWTH RATING 1..100 | 59 | 53 | |
P/E GROWTH RATING 1..100 | 56 | 69 | |
SEASONALITY SCORE 1..100 | 75 | 75 |
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 (57) in the Real Estate Investment Trusts industry is in the same range as ADC (83). This means that O’s stock grew similarly to ADC’s over the last 12 months.
ADC's Profit vs Risk Rating (57) in the Real Estate Investment Trusts industry is in the same range as O (69). This means that ADC’s stock grew similarly to O’s over the last 12 months.
ADC's SMR Rating (88) in the Real Estate Investment Trusts industry is in the same range as O (89). This means that ADC’s stock grew similarly to O’s over the last 12 months.
O's Price Growth Rating (53) in the Real Estate Investment Trusts industry is in the same range as ADC (59). This means that O’s stock grew similarly to ADC’s over the last 12 months.
ADC's P/E Growth Rating (56) in the Real Estate Investment Trusts industry is in the same range as O (69). This means that ADC’s stock grew similarly to O’s over the last 12 months.
| ADC | O | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 34% | N/A |
| Stochastic ODDS (%) | 2 days ago 36% | 2 days ago 59% |
| Momentum ODDS (%) | 2 days ago 42% | 2 days ago 41% |
| MACD ODDS (%) | 2 days ago 39% | 2 days ago 44% |
| TrendWeek ODDS (%) | 2 days ago 41% | 2 days ago 52% |
| TrendMonth ODDS (%) | 2 days ago 37% | 2 days ago 43% |
| Advances ODDS (%) | 2 days ago 47% | 2 days ago 48% |
| Declines ODDS (%) | 4 days ago 35% | 10 days ago 48% |
| BollingerBands ODDS (%) | 2 days ago 42% | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 47% | 2 days ago 31% |
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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 74% 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% | +1.01% | ||
| NNN - ADC | 74% Closely correlated | +0.94% | ||
| O - ADC | 74% Closely correlated | +0.58% | ||
| EPRT - ADC | 72% Closely correlated | +1.34% | ||
| FCPT - ADC | 65% Loosely correlated | +0.88% | ||
| PSA - ADC | 64% Loosely correlated | +1.59% | ||
More | ||||
O and
Correlation & Price change
A.I.dvisor indicates that over the last year, O has been closely correlated with NNN. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if O jumps, then NNN could also see price increases.