Agree Realty Corporation (ADC) vs Netflix, Inc. (NFLX)

A side-by-side comparison of Agree Realty Corporation and Netflix, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.

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

Total return — ADC vs NFLX

growth of $100 · dividends reinvested · last 10y
ADC +96.6% (+7.0%/yr)NFLX +545.6% (+20.5%/yr)NFLX compounded faster over this window
05001kStart $10020182020202220242026$197$646
ADC NFLX

ADC vs NFLX: by the numbers

  • •NFLX is the larger company ($282.52B vs $7.81B market cap).
  • •ADC converts more revenue to profit (28.87% vs 28.22% net margin).
  • •ADC grew revenue faster over the past five years (21.41% vs 11.89% CAGR).
  • •ADC pays a dividend (4.88% yield), while NFLX has no payments in the available dividend history.

Metrics side by side

Valuation

MetricADCNFLX
P/E ratio34.9621.34
Forward P/E34.2418.86
PEG ratio102.830.65
P/S ratio10.025.84
P/B ratio1.209.37
EV / EBITDA17.828.99
FCF yieldN/A3.89%

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

MetricADCNFLX
Gross margin87.73%49.12%
Operating margin48.35%29.68%
Net margin28.87%28.22%
ROE3.45%45.27%
ROIC3.56%24.34%

Dividends

MetricADCNFLX
Dividend yield4.88%N/A
Payout ratio170.65%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)

MetricADCNFLX
Revenue CAGR (5Y)21.41%11.89%
EPS CAGR (5Y)0.11%32.58%
FCF CAGR (5Y)N/A51.23%
Total return CAGR (5Y)3.76%2.04%

Frequently asked

Which has grown faster, ADC or NFLX?
Over the past five years, ADC grew revenue faster — ADC at a 21.41% CAGR versus NFLX at 11.89%.
Does ADC or NFLX pay a bigger dividend?
ADC pays a dividend (4.88% yield), while NFLX has no payments in the available dividend history.
Is ADC or NFLX more profitable?
ADC runs the higher net margin — ADC at 28.87% versus NFLX at 28.22%.
How have ADC and NFLX total returns compared?
Over the past 10 years, ADC delivered 7.04% and NFLX delivered 21.27% 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 October 2, 2026.