Agree Realty Corporation (ADC) vs Fortinet, Inc. (FTNT)

A side-by-side comparison of Agree Realty Corporation and Fortinet, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 16, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: ADC is classified in Real Estate; FTNT is classified in Technology. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnADC vs FTNT

growth of $100 · dividends reinvested · last 10y
ADC +129.6% (+8.7%/yr)FTNT +2331.8% (+37.6%/yr)FTNT compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$230$2,432
ADC FTNT

ADC vs FTNT: by the numbers

  • FTNT is the larger company ($117.40B vs $8.98B market cap).
  • ADC converts more revenue to profit (28.87% vs 28.17% net margin).
  • ADC grew revenue faster over the past five years (21.41% vs 20.93% CAGR).
  • ADC pays a dividend (4.22% yield), while FTNT has no payments in the available dividend history.

Metrics side by side

Valuation

MetricADCFTNT
P/E ratio40.1856.34
Forward P/E38.5346.75
P/S ratio11.5515.76
P/B ratio1.3876.47
EV / EBITDA19.6443.12
FCF yield5.93%2.63%

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

MetricADCFTNT
Gross margin87.73%80.38%
Operating margin48.35%32.43%
Net margin28.87%28.17%
ROE3.45%136.72%
ROIC3.61%N/A

Dividends

MetricADCFTNT
Dividend yield4.22%N/A
Payout ratio178.08%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)

MetricADCFTNT
Revenue CAGR (5Y)21.41%20.93%
EPS CAGR (5Y)0.11%32.39%
FCF CAGR (5Y)22.56%22.98%
Total return CAGR (5Y)4.47%20.92%

Frequently asked

Which has grown faster, ADC or FTNT?
Over the past five years, ADC grew revenue faster — ADC at a 21.41% CAGR versus FTNT at 20.93%.
Does ADC or FTNT pay a bigger dividend?
ADC pays a dividend (4.22% yield), while FTNT has no payments in the available dividend history.
Is ADC or FTNT more profitable?
ADC runs the higher net margin — ADC at 28.87% versus FTNT at 28.17%.
How have ADC and FTNT total returns compared?
Over the past 10 years, ADC delivered 8.79% and FTNT delivered 37.68% annualized total return. Past performance doesn't predict future results.

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 August 16, 2026.