Agree Realty (ADC) vs CubeSmart (CUBE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
CubeSmart (CUBE) has outperformed Agree Realty (ADC) over the past year, losing 7.0% versus a loss of 7.5%. Over five years, ADC leads with a -6.2% price change compared with -28.5% for CUBE. CubeSmart is the larger company by market cap ($8.43 billion vs $8.13 billion), about 1.0 times the size, while Agree Realty is growing revenue faster (+16.4% vs +5.3%).
On valuation, CubeSmart trades at a lower forward P/E (23.2x vs 34.1x for Agree Realty). CubeSmart offers the higher dividend yield (5.67% vs 4.82%). CubeSmart converts more of its revenue into profit, with a net margin of 29.5% versus 28.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ADC | CUBE |
|---|---|---|
| Share price | $65.16 | $37.23 |
| Market cap | $8.13B | $8.43B |
| 1-day change | -0.96% | -1.40% |
| YTD return | -9.54% | +3.27% |
| 1-year return | -7.52% | -7.02% |
| 5-year return | -6.16% | -28.54% |
| P/E ratio (TTM) | 35.03 | 25.50 |
| Forward P/E | 34.06 | 23.24 |
| EPS (TTM) | $1.86 | $1.46 |
| Dividend yield | 4.82% | 5.67% |
| Annual dividend | $3.14 | $2.11 |
| Revenue (latest FY) | $718.40M | $1.12B |
| Revenue growth (YoY) | +16.42% | +5.33% |
| Net income (latest FY) | $204.35M | $331.32M |
| Gross margin | — | 68.71% |
| Operating margin | 47.38% | — |
| Net margin | 28.45% | 29.50% |
| 52-week high | $82.08 | $43.26 |
| 52-week low | $64.98 | $35.09 |
| Distance from 52-week high | -20.61% | -13.94% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +27.21% | +17.19% |
| Average volume | 1.47M | 2.37M |
| Shares outstanding | 124.38M | 225.16M |
| Employees | 90 | 3,121 |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real Estate Investment Trusts |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Agree Realty trades at a higher earnings multiple (35.0x vs 25.5x trailing P/E).
- Agree Realty grew revenue faster in its latest fiscal year (+16.42% vs +5.33%).
About Agree Realty
ADC stock →Agree Realty Corporation is a publicly traded real estate investment trust. The Firm is Rethinking Retail through the acquisition and development of properties net leased to industry-leading, omni-channel retail tenants.
Real Estate · Real Estate Investment Trusts · 90 employees
About CubeSmart
CUBE stock →CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and, in most locations, climate-controlled storage space for residential and commercial customers.
Real Estate · Real Estate Investment Trusts · 3,121 employees
ADC vs CUBE FAQ
Which is bigger, Agree Realty or CubeSmart?
CubeSmart (CUBE) is larger, with a market capitalization of $8.43B compared with $8.13B for Agree Realty (ADC).
Which stock has performed better over the past year, ADC or CUBE?
CUBE returned -7.02% over the past 12 months, compared with -7.52% for ADC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ADC or CUBE?
CUBE has the lower trailing P/E at 25.5, versus 35.0 for ADC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Agree Realty or CubeSmart?
CubeSmart has the higher yield at 5.67%, compared with 4.82% for Agree Realty.
Are Agree Realty and CubeSmart in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.