Agree Realty Corporation (ADC) vs AGNC Investment Corp. (AGNCM)
A side-by-side comparison of Agree Realty Corporation and AGNC Investment Corp. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
Total return — ADC vs AGNCM
growth of $100 · dividends reinvested · last 8yADC vs AGNCM: by the numbers
- •AGNCM is the larger company ($8.78B vs $7.90B market cap).
- •AGNCM converts more revenue to profit (71.98% vs 28.87% net margin).
- •ADC grew revenue faster over the past five years (21.41% vs 0.29% CAGR).
- •AGNCM pays the higher dividend yield (8.63% vs 4.83%).
Metrics side by side
Valuation
| Metric | ADC | AGNCM |
|---|---|---|
| P/E ratio | 35.37 | N/A |
| Forward P/E | 34.67 | 15.68 |
| PEG ratio | 104.03 | N/A |
| P/S ratio | 10.14 | 2.84 |
| P/B ratio | 1.25 | 0.83 |
| EV / EBITDA | 17.96 | N/A |
For REITs like Agree Realty Corporation, GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.
Profitability
| Metric | ADC | AGNCM |
|---|---|---|
| Gross margin | 87.73% | N/A |
| Operating margin | 48.35% | 236.30% |
| Net margin | 28.87% | 71.98% |
| ROE | 3.45% | 17.72% |
| ROIC | 3.56% | N/A |
AGNC Investment Corp.: Gross margin is not shown for a lender or insurer: its revenue is interest, premiums and fees rather than the sale of goods, so there is no cost of goods sold to measure it against.
Dividends
| Metric | ADC | AGNCM |
|---|---|---|
| Dividend yield | 4.83% | 8.63% |
| Payout ratio | 170.65% | N/A |
Agree Realty Corporation's payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.
Growth (annualized)
| Metric | ADC | AGNCM |
|---|---|---|
| Revenue CAGR (5Y) | 21.41% | 0.29% |
| EPS CAGR (5Y) | 0.11% | 4.14% |
| Total return CAGR (5Y) | 4.12% | 8.43% |
Frequently asked
- Which has grown faster, ADC or AGNCM?
- Over the past five years, ADC grew revenue faster — ADC at a 21.41% CAGR versus AGNCM at 0.29%.
- Does ADC or AGNCM pay a bigger dividend?
- ADC yields 4.83% and AGNCM yields 8.63% based on trailing dividends and the latest price.
- Is ADC or AGNCM more profitable?
- AGNCM runs the higher net margin — ADC at 28.87% versus AGNCM at 71.98%.
- How have ADC and AGNCM total returns compared?
- Over the past 5 years, ADC delivered 4.12% and AGNCM delivered 8.43% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Agree Realty & AGNC Investment appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.