Agree Realty (ADC) vs Stag Industrial (STAG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Stag Industrial (STAG) has outperformed Agree Realty (ADC) over the past year, losing 3.1% versus a loss of 7.5%. Over five years, ADC leads with a -6.2% price change compared with -17.5% for STAG. Agree Realty is the larger company by market cap ($8.13 billion vs $6.94 billion), about 1.2 times the size.
On valuation, Agree Realty trades at a lower forward P/E (34.1x vs 40.1x for Stag Industrial). Agree Realty offers the higher dividend yield (4.82% vs 4.30%). Stag Industrial converts more of its revenue into profit, with a net margin of 32.4% 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 | STAG |
|---|---|---|
| Share price | $65.16 | $35.28 |
| Market cap | $8.13B | $6.94B |
| 1-day change | -0.96% | -2.33% |
| YTD return | -9.54% | -4.03% |
| 1-year return | -7.52% | -3.08% |
| 5-year return | -6.16% | -17.45% |
| P/E ratio (TTM) | 35.03 | 27.14 |
| Forward P/E | 34.06 | 40.09 |
| EPS (TTM) | $1.86 | $1.30 |
| Dividend yield | 4.82% | 4.30% |
| Annual dividend | $3.14 | $1.52 |
| Revenue (latest FY) | $718.40M | $845.18M |
| Revenue growth (YoY) | +16.42% | +10.14% |
| Net income (latest FY) | $204.35M | $273.52M |
| Operating margin | 47.38% | — |
| Net margin | 28.45% | 32.36% |
| 52-week high | $82.08 | $42.61 |
| 52-week low | $64.98 | $35.25 |
| Distance from 52-week high | -20.61% | -17.20% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +27.21% | +18.34% |
| Average volume | 1.48M | 1.67M |
| Shares outstanding | 124.38M | 192.81M |
| Employees | 90 | 93 |
| 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 27.1x trailing P/E).
- Agree Realty grew revenue faster in its latest fiscal year (+16.42% vs +10.14%).
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 Stag Industrial
STAG stock →STAG Industrial, Inc. is a real estate investment trust focused on the acquisition, development, ownership and operation of industrial properties throughout the United States.
Real Estate · Real Estate Investment Trusts · 93 employees
ADC vs STAG FAQ
Which is bigger, Agree Realty or Stag Industrial?
Agree Realty (ADC) is larger, with a market capitalization of $8.13B compared with $6.94B for Stag Industrial (STAG).
Which stock has performed better over the past year, ADC or STAG?
STAG returned -3.08% 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 STAG?
STAG has the lower trailing P/E at 27.1, 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 Stag Industrial?
Agree Realty has the higher yield at 4.82%, compared with 4.30% for Stag Industrial.
Are Agree Realty and Stag Industrial in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.