Agree Realty Corporation

NYSE:ADC Stock Report

Market Cap: US$8.3b

Agree Realty Future Growth

Future criteria checks 2/6

Agree Realty is forecast to grow earnings and revenue by 14.4% and 13.2% per annum respectively. EPS is expected to grow by 5.3% per annum. Return on equity is forecast to be 4% in 3 years.

Key information

14.4%

Earnings growth rate

5.34%

EPS growth rate

Retail REITs earnings growth5.9%
Revenue growth rate13.2%
Future return on equity3.99%
Analyst coverage

Good

Last updated05 Jan 2026

Recent future growth updates

No updates

Recent updates

Agree Realty: A Stable, High-Quality Net Lease REIT For Risk-Averse Investors

Dec 23

Agree Realty: Is This Retail REIT Still A Buy After Sustained Rally? (Rating Downgrade)

Mar 29

Agree Realty Vs. Realty Income: Accumulate Both REITs Offering Different Benefits

Feb 18

Q4 Earnings Update: Sell Agree Realty And Buy This REIT Instead

Feb 12

Agree Realty: Why I Bought More Of The Commons And Preferreds

Jan 17

Agree Realty: Still A Marginal Buy Case To Be Made Now

Jan 04

Agree Realty: Three Ways To Invest In A Net Lease Leader

Dec 23

Agree Realty: Unfortunately No Longer A 'Buy' At This Price (Rating Downgrade)

Dec 01

Why Buy Treasuries When You Can Buy Agree Realty

Nov 13

Agree Realty: A Strong Performance, But Preferreds Getting Less Attractive

Oct 30

Agree Realty Q3 Earnings: Buying What They Are Selling

Oct 24

Resolving Dilemma Between Realty Income And Agree Realty

Oct 15

Agree Realty: No Longer Undervalued, Still A Buy

Sep 23

Agree Realty: The Multiple Expansion Has Not Made The Case Unattractive

Sep 16
User avatar

Decisive Investments And Agile Capital Management Propel Company Toward Robust Growth Amidst Market Volatility

The company's strategic focus on high-quality investments and financial flexibility through expanded credit facilities aims to enhance its revenue growth and earnings.

Agree Realty: Common Or Preferred? One Is The Better Buy

Aug 15

Agree Realty Q2 Earnings: Still A Strong Buy In The Net Lease Sector

Jul 24

Agree Realty: Potential Addition To Dividend Growth Portfolios

Jun 26

Agree Realty Corporation: Elite-Level Business Metrics With Room To Further Outperform

May 25

Agree Realty Q1 Earnings: Key Takeaways That Earn The Stock A Strong Buy

Apr 24

Investment Spread And NAVPS Suggest Agree Is Fairly Valued

Apr 15

Agree Realty: Why I Bought The 5.3% Yielding Commons

Mar 21

Agree Realty: Better Growth Prospects Than Realty Income

Mar 01

Earnings and Revenue Growth Forecasts

NYSE:ADC - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,085298N/AN/A3
12/31/2027962289N/AN/A8
12/31/2026829257N/AN/A13
12/31/2025718201N/AN/A13
9/30/2025689186484484N/A
6/30/2025660178466466N/A
3/31/2025637183459459N/A
12/31/2024617181432432N/A
9/30/2024601182439439N/A
6/30/2024583179420420N/A
3/31/2024560165397397N/A
12/31/2023537162392392N/A
9/30/2023510157387387N/A
6/30/2023483155396396N/A
3/31/2023458150395395N/A
12/31/2022430145362362N/A
9/30/2022405137329329N/A
6/30/2022382136278278N/A
3/31/2022360124262262N/A
12/31/2021339120246246N/A
9/30/2021319112238238N/A
6/30/202129697193193N/A
3/31/2021271100160160N/A
12/31/202024991143143N/A
9/30/202022990129129N/A
6/30/202021489137137N/A
3/31/202020183132132N/A
12/31/201918780127127N/A
9/30/201917370118118N/A
6/30/201915966N/A114N/A
3/31/201914760N/A99N/A
12/31/201813758N/A93N/A
9/30/201813161N/A91N/A
6/30/201812758N/A85N/A
3/31/201812260N/A84N/A
12/31/201711258N/A82N/A
9/30/201711054N/A71N/A
6/30/201710456N/A70N/A
3/31/20179852N/A61N/A
12/31/20169245N/A62N/A
9/30/20168540N/A56N/A
6/30/20167941N/A50N/A
3/31/20167440N/A52N/A
12/31/20157039N/A45N/A
9/30/20156537N/A44N/A
6/30/20156127N/A39N/A
3/31/20155719N/A36N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ADC's forecast earnings growth (14.4% per year) is above the savings rate (3.3%).

Earnings vs Market: ADC's earnings (14.4% per year) are forecast to grow slower than the US market (16% per year).

High Growth Earnings: ADC's earnings are forecast to grow, but not significantly.

Revenue vs Market: ADC's revenue (13.2% per year) is forecast to grow faster than the US market (10.4% per year).

High Growth Revenue: ADC's revenue (13.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: ADC's Return on Equity is forecast to be low in 3 years time (4%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/06 22:46
End of Day Share Price 2026/01/06 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Agree Realty Corporation is covered by 40 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Wesley GolladayBaird
Richard HightowerBarclays
Nathan CrossettBerenberg