COMPARE · Data as of August 28, 2026
ADC vs KRG
Verdict: Side-by-side breakdown using the Bull Rankings model. ADC scored 78.0, KRG scored 70.0 — ADC leads.
Compare another set
ADC
Agree Realty Corporation
70.2Fin
$73.20 · $9.1B
fundamentals as of
Strength gap
5.9
KRG leads
KRG
Kite Realty Group Trust
76.1Fin
$26.00 · $5.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthADC+16.4%
- Strongest balance sheetADC0.59
Side by side · every name on one set of axes
Fundamentals, head-to-head
ADC
KRG
4.4%B+
Yield
4.5%B+
+16.4%B+
Rev
+0.8%C
0.59A-
D/E
0.96B
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.
KRGKite Realty Group Trust
Why now
REIT - Retail · market cap $5.3b. 13% off the 52-week high of $29.92. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $31.00 (implying +19% upside).
Moat
Net margin 42% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.