COMPARE · Data as of August 28, 2026
ADC vs NNN
Verdict: Side-by-side breakdown using the Bull Rankings model. ADC scored 78.0, NNN scored 66.0 — ADC leads.
Compare another set
ADC
Agree Realty Corporation
70.2Fin
$73.20 · $9.1B
fundamentals as of
Strength gap
4.4
NNN leads
NNN
NNN REIT, Inc.
74.6Fin
$45.67 · $8.7B
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
NNN
4.4%B+
Yield
5.5%A-
+16.4%B+
Rev
+6.6%C+
0.59A-
D/E
1.12B
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.
NNNNNN REIT, Inc.
Why now
REIT - Retail · market cap $8.7b. 9% off the 52-week high of $50.00. 15 sell-side analysts rate this a Hold with a mean 1-yr target of $47.80 (implying +5% upside).
Moat
Net margin 40% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma.
Risk
Dividend payout 118% of earnings on a 5.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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