Agree Realty (ADC): Assessing Valuation After a 3.6% Monthly Dividend Increase

Simply Wall St.

2025/12/15

Agree Realty (ADC) just gave income focused investors something to chew on, as the board signed off on a 3.6% bump to its monthly common dividend, signaling steady confidence in the REIT’s cash flows....

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The 1 year total shareholder return is roughly flat, while the 5 year total shareholder return is about 39%. This suggests that long term compounding...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"ADC.AU":"ACDC Metals Ltd","BK7095":"多种金属与采矿","ADC":"艾格里房产","BK4231":"零售房地产信托","BK4080":"零售业房地产投资信托"},"translate_title":"Agree Realty(ADC)：每月股息增加3.6%后评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADC.AU":1.5,"ADC":1.5},"content_text":"Agree Realty (ADC) just gave income focused investors something to chew on, as the board signed off on a 3.6% bump to its monthly common dividend, signaling steady confidence in the REIT’s cash flows. See our latest analysis for Agree Realty. Even with this dividend bump, Agree Realty’s share price at $71.75 has delivered only modest upside. The 1 year total shareholder return is roughly flat, while the 5 year total shareholder return is about 39%. This suggests that long term compounding remains intact, even as near term momentum cools. If this kind of dependable income story has you thinking more broadly about your portfolio, it could be a good moment to explore fast growing stocks with high insider ownership for other potential opportunities. With ADC trading roughly flat over the past year despite healthy double digit growth and a double digit discount to analyst targets, is the REIT quietly undervalued, or is the market already pricing in its future cash flow expansion? Most Popular Narrative Narrative: 12.4% Undervalued With Agree Realty last closing at $71.75 versus a narrative fair value near the low $80s, the valuation hinges on ambitious growth and margin assumptions. An aggressive yet disciplined ramp in external growth platforms (acquisitions, development, and development funding), backed by ample low cost liquidity and a best in class balance sheet, enables rapid portfolio expansion while locking in favorable cap rates that bolster future AFFO and earnings visibility. Read the complete narrative. Want to know what kind of revenue climb, margin lift, and future earnings multiple it takes to back this target? The playbook is unusually bold. Curious? Result: Fair Value of $81.88 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, even this bullish setup hinges on disciplined acquisitions and stable tenant health, with overreach or major retailer stress both posing potential risks. Find out about the key risks to this Agree Realty narrative. Another View: Multiples Flash a Caution Sign While the narrative fair value paints ADC as 12.4% undervalued, a simple earnings multiple tells a different story. At 44.3 times earnings versus a 27.2 times industry average and a 25 times peer average, with a 34.5 times fair ratio, the stock screens as rich, not cheap. Could investors be paying upfront for growth that still needs to be delivered? See what the numbers say about this price — find out in our valuation breakdown. NYSE:ADC PE Ratio as at Dec 2025 Build Your Own Agree Realty Narrative If you see the story differently or want to dig into the numbers yourself, you can build a custom view in just a few minutes: Do it your way. A great starting point for your Agree Realty research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for your next smart opportunity? Turn this momentum into action now by hunting for fresh ideas on Simply Wall Street’s Screener so your capital is always pushing toward stronger outcomes.  Capitalize on potential mispricing by targeting companies trading below their intrinsic value with these 908 undervalued stocks based on cash flows and position yourself ahead of a potential rerating. Explore structural shifts in medicine and diagnostics by scanning these 30 healthcare AI stocks, which may reshape how healthcare is delivered and monetized. Consider high growth themes at the frontier of digital assets with these 80 cryptocurrency and blockchain stocks to stay informed as adoption evolves.   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.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: 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. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}