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ADC or AMT or O
Which Stock Would AI Choose? Agree Realty Corporation (ADC) vs. American Tower Corporation (AMT) vs. Realty Income Corporation (O) Stock Comparison
Key Takeaways
- ADC delivered strong Q1 results with AFFO per share up 7.9% year-over-year and invested $424 million in acquisitions, supporting portfolio growth amid stable retail net lease demand.
- AMT reported robust Q1 revenue growth of 6.8% and raised full-year guidance, driven by data center and international tower leasing amid 5G densification.
- O maintained its streak with the 670th consecutive monthly dividend increase, emphasizing reliable income in a diversified net lease portfolio across retail and other sectors.
- All three REITs (real estate investment trusts) offer yields above 4%, with O leading YTD performance at around 15%, followed by ADC at 6-8% and AMT at 4-5%.
- Recent market activity shows resilience in infrastructure and net lease segments, with analyst targets suggesting 10-20% upside potential across the group.
- Relative performance highlights trade-offs: O's scale and dividend consistency versus AMT's growth catalysts in data centers.
Introduction
This stock comparison examines ADC, AMT, and O, three prominent REITs focused on net lease properties and communications infrastructure. These companies appeal to income-oriented investors seeking stable dividends and long-term capital appreciation through high-quality, leased real estate assets. Traders may find value in their relative performance amid interest rate fluctuations and sector rotation toward defensive assets. By analyzing recent financial results, portfolio metrics, and market positioning, this article provides insights into their strengths, risks, and potential in the current environment.
ADC Overview and Recent Performance
Agree Realty Corporation (ADC) is a retail-focused REIT that acquires and develops single-tenant properties net leased to investment-grade retailers like essential merchants. Its business emphasizes "Rethinking Retail" with a portfolio of over 2,700 properties across all 50 states, generating about 65% of rents from investment-grade tenants and boasting 99.7% occupancy.
In recent market activity, ADC shares traded around $76, with YTD gains of approximately 6-8% and a 52-week range of $69.56-$82.08. Q1 2026 results showed AFFO (adjusted funds from operations) per share rising 7.9% to $1.14, net income up 33.4% to $60.2 million, and $424 million invested in 100 properties. The company raised its monthly dividend to $0.267 per share (annualized 4.3% yield) and launched a $1.75 billion ATM (at-the-market) equity program for growth funding. Sentiment remains positive on acquisition momentum and low leverage, though shares dipped slightly amid broader REIT volatility.
AMT Overview and Recent Performance
American Tower Corporation (AMT) operates as a global REIT owning nearly 150,000 communications sites, including towers and data centers via CoreSite. Its model relies on colocation leasing to wireless carriers, benefiting from 5G upgrades and rising data demand.
Recent weeks saw AMT shares around $178-$181, with YTD returns near 4.5% after a challenging prior year, trading in a 52-week range of $165-$234. Q1 2026 delivered revenue up 6.8% to $2.74 billion, AFFO per share beating estimates, and raised full-year guidance amid strong data center leasing. Analysts lifted price targets post-earnings, citing margin expansion from tower utilization and AI-related infrastructure needs. Dividend yield hovers at 4%, supported by international growth, though high debt levels introduce interest rate sensitivity.
O Overview and Recent Performance
Realty Income Corporation (O), known as The Monthly Dividend Company, owns over 15,500 freestanding commercial properties net leased across 92 industries in the U.S., U.K., and Europe. Its scale and diversification underpin consistent payouts.
O shares traded near $63.50-$64, leading peers with YTD gains around 15% and a 52-week range of $54-$68. Recent developments include the 670th consecutive monthly dividend hike to $0.2705 per share (5.1% yield), $800 million senior notes issuance, and a $694 million term loan. Portfolio occupancy exceeds 98%, with analysts eyeing Q1 AFFO of $1.10 per share. Performance reflects appeal as a defensive income play, buoyed by net lease stability despite retail sector headwinds.
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Head-to-Head Comparison
ADC, AMT, and O share net lease models but diverge in focus: ADC and O emphasize retail (essential tenants), while AMT targets communications infrastructure with data center exposure. Growth drivers contrast AMT's 5G/AI leasing (mid-single-digit organic growth) against the others' acquisition-fueled expansion—ADC at $424M Q1 spend, O leveraging $8B annual targets.
Recent momentum favors O (15% YTD) over ADC (6-8%) and AMT (4.5%), reflecting dividend reliability amid rate uncertainty. Risk factors include interest sensitivity (all levered, AMT highest debt/EBITDA ~5x) and tenant concentration, though investment-grade exposure mitigates this (65%+ for ADC/O). Valuations show O at higher P/FFO multiples due to scale, versus AMT's growth premium. Sentiment tilts positive on AMT's catalysts, balanced by the net lease duo's stability.
Tickeron AI Verdict
Tickeron’s AI currently favors O for its unmatched dividend consistency (670+ months), leading YTD relative performance, and diversified scale, positioning it well for income stability amid market volatility. AMT shows strong trend potential from data center catalysts, while ADC offers acquisition-driven growth. Observable factors like AFFO beats and low drawdowns suggest O edges out probabilistically in the near term, though rotation to growth could shift toward AMT.
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
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 whileAMT’s FA Score has 1 green FA rating(s), and O’s FA Score reflects 0 green FA rating(s).
- ADC’s FA Score: 0 green, 5 red.
- AMT’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while AMT’s TA Score has 4 bullish TA indicator(s), and O’s TA Score reflects 4 bullish TA indicator(s).
- ADC’s TA Score: 4 bullish, 5 bearish.
- AMT’s TA Score: 4 bullish, 5 bearish.
- O’s TA Score: 4 bullish, 6 bearish.
Price Growth
ADC (@Real Estate Investment Trusts) experienced а -2.31% price change this week, while AMT (@Specialty Telecommunications) price change was -3.34% , and O (@Real Estate Investment Trusts) price fluctuated -1.29% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -1.59%. For the same industry, the average monthly price growth was -1.25%, and the average quarterly price growth was +9.37%.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was -2.39%. For the same industry, the average monthly price growth was -2.09%, and the average quarterly price growth was +5.77%.
Reported Earning Dates
ADC is expected to report earnings on Aug 04, 2026.
AMT is expected to report earnings on Jul 23, 2026.
O is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Real Estate Investment Trusts (-1.59% 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.
@Specialty Telecommunications (-2.39% weekly)Companies belonging to the specialty telecommunications sector provide voice and data transmission via a single method, such as fixed lines, digital subscriber lines (DSL), wireless technology, the internet or competitive local exchange carriers. Telefonica, Liberty Broadband Corp., and Zayo Group Holdings, Inc. are some of the big specialty telecom companies in the U.S.
| ADC | AMT | O | |
| Capitalization | 8.94B | 79.5B | 57B |
| EBITDA | 650M | 6.89B | 4.91B |
| Gain YTD | 4.825 | -1.843 | 10.311 |
| P/E Ratio | 40.25 | 27.52 | 50.10 |
| Revenue | 750M | 10.8B | 5.88B |
| Total Cash | 25.1M | 1.61B | 374M |
| Total Debt | 3.76B | 45.1B | 30.2B |
ADC | AMT | O | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 69 | 8 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 92 Overvalued | 58 Fair valued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 53 | 100 | 71 | |
SMR RATING 1..100 | 87 | 15 | 88 | |
PRICE GROWTH RATING 1..100 | 57 | 61 | 53 | |
P/E GROWTH RATING 1..100 | 52 | 71 | 48 | |
SEASONALITY SCORE 1..100 | 50 | 38 | 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.
AMT's Valuation (58) in the Real Estate Investment Trusts industry is in the same range as O (69) and is somewhat better than the same rating for ADC (92). This means that AMT's stock grew similarly to O’s and somewhat faster than ADC’s over the last 12 months.
ADC's Profit vs Risk Rating (53) in the Real Estate Investment Trusts industry is in the same range as O (71) and is somewhat better than the same rating for AMT (100). This means that ADC's stock grew similarly to O’s and somewhat faster than AMT’s over the last 12 months.
AMT's SMR Rating (15) in the Real Estate Investment Trusts industry is significantly better than the same rating for ADC (87) and is significantly better than the same rating for O (88). This means that AMT's stock grew significantly faster than ADC’s and significantly faster than 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 (57) and is in the same range as AMT (61). This means that O's stock grew similarly to ADC’s and similarly to AMT’s over the last 12 months.
O's P/E Growth Rating (48) in the Real Estate Investment Trusts industry is in the same range as ADC (52) and is in the same range as AMT (71). This means that O's stock grew similarly to ADC’s and similarly to AMT’s over the last 12 months.
| ADC | AMT | O | |
|---|---|---|---|
| RSI ODDS (%) | N/A | N/A | 2 days ago 56% |
| Stochastic ODDS (%) | 2 days ago 53% | 2 days ago 58% | 2 days ago 56% |
| Momentum ODDS (%) | 2 days ago 37% | 2 days ago 55% | 2 days ago 39% |
| MACD ODDS (%) | 2 days ago 26% | 2 days ago 66% | 2 days ago 38% |
| TrendWeek ODDS (%) | 2 days ago 40% | 2 days ago 61% | 2 days ago 50% |
| TrendMonth ODDS (%) | 2 days ago 38% | 2 days ago 59% | 2 days ago 44% |
| Advances ODDS (%) | 5 days ago 46% | 5 days ago 59% | 5 days ago 48% |
| Declines ODDS (%) | 9 days ago 34% | 3 days ago 64% | 13 days ago 48% |
| BollingerBands ODDS (%) | 2 days ago 47% | 2 days ago 61% | 2 days ago 47% |
| Aroon ODDS (%) | 2 days ago 46% | 2 days ago 64% | 2 days ago 31% |
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|---|---|---|---|
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| BTOT | 49.48 | N/A | N/A |
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AMT and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMT has been closely correlated with CCI. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMT jumps, then CCI could also see price increases.