Agree Realty Corporation (ADC) vs Opendoor Technologies Inc. (OPEN)

A side-by-side comparison of Agree Realty Corporation and Opendoor Technologies Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnADC vs OPEN

growth of $100 · dividends reinvested · last 6y
ADC +37.4% (+5.4%/yr)OPEN -74.1% (-20.2%/yr)ADC compounded faster over this window
Log scale — wide-divergence pair
1101001kStart $100202120222023202420252026$137$26
ADC OPEN

ADC vs OPEN: by the numbers

  • ADC is the larger company ($8.55B vs $2.69B market cap).
  • ADC is profitable (28.87% net margin) while OPEN runs a net loss (-46.74%).
  • ADC grew revenue faster over the past five years (21.41% vs 5.24% CAGR).
  • ADC pays a dividend (4.42% yield), while OPEN has no payments in the available dividend history.

Metrics side by side

Valuation

MetricADCOPEN
P/E ratio38.30N/A
Forward P/E37.43N/A
P/S ratio10.970.83
P/B ratio1.312.94
EV / EBITDA18.96N/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.

For REITs like Opendoor Technologies Inc., 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

MetricADCOPEN
Gross margin87.73%8.30%
Operating margin48.35%-6.25%
Net margin28.87%-46.74%
ROE3.45%-166.41%
ROIC3.56%-26.19%

Dividends

MetricADCOPEN
Dividend yield4.42%N/A
Payout ratio170.05%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.

Opendoor Technologies Inc.'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)

MetricADCOPEN
Revenue CAGR (5Y)21.41%5.24%
EPS CAGR (5Y)0.11%N/A
FCF CAGR (5Y)22.56%9.49%
Total return CAGR (5Y)4.77%-31.64%

Frequently asked

Which has grown faster, ADC or OPEN?
Over the past five years, ADC grew revenue faster — ADC at a 21.41% CAGR versus OPEN at 5.24%.
Does ADC or OPEN pay a bigger dividend?
ADC pays a dividend (4.42% yield), while OPEN has no payments in the available dividend history.
Is ADC or OPEN more profitable?
ADC runs the higher net margin — ADC at 28.87% versus OPEN at -46.74%.
How have ADC and OPEN total returns compared?
Over the past 5 years, ADC delivered 4.77% and OPEN delivered -31.64% 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 September 10, 2026.