A Look At Agree Realty (ADC) Valuation After Recent Share Price Momentum And Premium P/E Multiple

Simply Wall St.03-01 20:16

Agree Realty (ADC) has drawn attention after its recent share performance, with the stock last closing at $80.48. For income focused investors, the real estate investment trust’s profile may warrant a...

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For income focused investors, the real estate investment trust’s profile may warrant a...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/a-look-at-agree-realty-adc-valuation-after-recent-share-pric\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Agree Realty (ADC) Valuation After Recent Share Price Momentum And Premium P/E Multiple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Agree Realty (ADC) Valuation After Recent Share Price Momentum And Premium P/E Multiple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-01 20:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/a-look-at-agree-realty-adc-valuation-after-recent-share-pric><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Agree Realty (ADC) has drawn attention after its recent share performance, with the stock last closing at $80.48. For income focused investors, the real estate investment trust’s profile may warrant a...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/a-look-at-agree-realty-adc-valuation-after-recent-share-pric\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4231","symbol_name":"零售房地产信托","start_time":0,"source_url":"https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/a-look-at-agree-realty-adc-valuation-after-recent-share-pric","article_id":"2616682083","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551736-choice2-main-header/1585186602415"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/real-estate/nyse-adc/agree-realty/news/a-look-at-agree-realty-adc-valuation-after-recent-share-pric","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2616682083","pubTimestamp":1772367380,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Agree Realty (ADC) has drawn attention after its recent share performance, with the stock last closing at $80.48. For income focused investors, the real estate investment trust’s profile may warrant a closer look.\nSee our latest analysis for Agree Realty.\nThe recent 11.8% 1 month share price return, on top of an 11.6% year to date share price return, sits alongside a 5 year total shareholder return of 54.4%, suggesting momentum has been building over both shorter and longer horizons.\nIf this...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4231":"零售房地产信托","BK4080":"零售业房地产投资信托","ADC.AU":"ACDC Metals Ltd","CFA.SI":"NikkoAM-STC Asia REIT","ADC":"艾格里房产","BK7095":"多种金属与采矿"},"translate_title":"在近期股价势头和溢价市盈率之后审视Agree Realty(ADC)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CFA.SI":0.6,"ADC.AU":1.5,"ADC":1.5},"content_text":"Agree Realty (ADC) has drawn attention after its recent share performance, with the stock last closing at $80.48. For income focused investors, the real estate investment trust’s profile may warrant a closer look. See our latest analysis for Agree Realty. The recent 11.8% 1 month share price return, on top of an 11.6% year to date share price return, sits alongside a 5 year total shareholder return of 54.4%, suggesting momentum has been building over both shorter and longer horizons. If this income focused REIT has caught your eye, it can be useful to compare it with other income ideas. Our screener of 15 dividend fortresses is a straightforward place to start. With Agree Realty trading at $80.48, sitting close to an analyst price target of about $82.31 yet carrying a modeled intrinsic discount near 53%, you have to ask: is there real value here, or is the market already baking in future growth? AdvertisementMost Popular Narrative: 1.7% Undervalued Based on the most followed narrative, Agree Realty’s fair value of $81.88 sits just above the recent $80.48 close, with that small gap resting on some punchy growth assumptions.  The durability of essential retail categories (grocery, pharmacy, home improvement, auto parts) is translating into high-quality, e-commerce-resistant tenant composition, supporting rent stability and protecting net margins against shifts in consumer behavior or economic cycles. Strategic focus on high-credit, national tenants (68% investment-grade across the portfolio) and demonstrated track record of re-leasing challenged assets at significantly higher rents, provides resilience in credit cycles and supports sustainable, long-term net margin expansion.  Read the complete narrative. Want to see what kind of revenue pace, margin profile, and future earnings multiple are baked into that fair value? The narrative leans on confident growth, richer profitability, and a valuation level that is usually reserved for faster growing sectors. Result: Fair Value of $81.88 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, heavy reliance on acquisitions funded by equity, along with concentration in large national retailers, could pressure per share earnings and make tenant issues hit harder. Find out about the key risks to this Agree Realty narrative. Another View: Earnings Multiple Sends A Different Signal While the narrative and our model suggest Agree Realty looks undervalued, the current P/E of 49.1x tells a different story. That is far above the US Retail REITs average of 28x, the peer average of 24.4x, and even the 35.4x fair ratio our work points to. In practical terms, you are paying a premium price that could compress if expectations cool, even if the long term cash flow story plays out. Are you comfortable paying up today for a business that models as cheap on cash flows but expensive on earnings multiples? See what the numbers say about this price — find out in our valuation breakdown. NYSE:ADC P/E Ratio as at Mar 2026Next Steps If this all feels finely balanced between optimism and caution, do not wait on others to decide for you. Instead, check the mix of 4 key rewards and 1 important warning sign for yourself. Looking for more investment ideas? If you are serious about building a stronger portfolio, do not stop at one REIT. Use the Simply Wall St screener to uncover more targeted opportunities today.  Spot potential value opportunities early by scanning our screener containing 24 high quality undiscovered gems backed by solid fundamentals before they are widely talked about. Strengthen portfolio resilience with our 74 resilient stocks with low risk scores that focuses on companies with lower risk profiles and more dependable track records. Keep your income stream front and center by reviewing our 15 dividend fortresses that highlight companies with sizeable yield profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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