COMPARE · Data as of August 28, 2026
ADC vs EPRT
Verdict: Side-by-side breakdown using the Bull Rankings model. ADC scored 78.0, EPRT scored 76.0 — ADC leads.
Compare another set
ADC
Agree Realty Corporation
70.2Fin
$73.20 · $9.1B
fundamentals as of
Strength gap
2.8
EPRT leads
EPRT
Essential Properties Realty Trust, Inc.
73Fin
$30.71 · $6.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthEPRT+24.8%
- Strongest balance sheetADC0.59
Side by side · every name on one set of axes
Fundamentals, head-to-head
ADC
EPRT
4.4%B+
Yield
4.2%B+
+16.4%B+
Rev
+24.8%A-
0.59A-
D/E
0.66A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
ADCAgree Realty Corporation
Why now
REIT - Retail · market cap $9.1b. 11% off the 52-week high of $82.08. Revenue growing +16%, comfortably above the S&P median. PEG 0.13 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $84.86 (implying +16% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close.
Risk
Dividend payout 169% of earnings on a 4.4% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. P/S 11.7x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. ROE 4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
EPRTEssential Properties Realty Trust, Inc.
Why now
REIT - Retail · market cap $6.7b. 12% off the 52-week high of $34.73. Revenue growing +25%, comfortably above the S&P median. 20 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $37.06 (implying +21% upside).
Moat
Net margin 44% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
Dividend payout 96% of earnings on a 4.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. P/S 10.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. ROE 6% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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