Agree Realty Corporation (ADC) vs Thor Industries, Inc. (THO)
THO leads on 9 of 15 compared metrics.
A side-by-side comparison of Agree Realty Corporation and Thor Industries, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
ADC
Agree Realty Corporation
$75.83Real Estate
THO
Thor Industries, Inc.
$77.17Consumer Cyclical
Total return — ADC vs THO
growth of $100 · last 30yADC +321.3%THO +2130.5%THO compounded faster
Log scale — wide-divergence pair
ADC THO
ADC vs THO: by the numbers
- •ADC is the larger company ($9.11B vs $3.99B market cap).
- •THO trades at the lower earnings multiple (15.53 vs 40.77 P/E).
- •ADC converts more revenue to profit (29.28% vs 2.66% net margin).
- •ADC grew revenue faster over the past five years (22.62% vs -2.33% CAGR).
- •ADC pays the higher dividend yield (4.13% vs 2.67%).
Which is better, ADC or THO?
Metric tally: ADC 6 · THO 9It depends on what you're optimizing for:
ValueTHO(lower P/E)
GrowthADC(faster 5Y revenue CAGR)
IncomeADC(higher dividend yield)
QualityTHO(higher ROIC)
Metrics side by side
Valuation
| Metric | ADC | THO |
|---|---|---|
| P/E ratio | 40.77 | 15.53● |
| Forward P/E | 36.71 | 21.84● |
| P/S ratio | 12.17 | 0.41● |
| P/B ratio | 1.46 | 0.94● |
| PEG ratio | 370.63 | 4.08● |
| EV / EBITDA | 20.21 | 7.32● |
| FCF yield | — | 4.94% |
Profitability
| Metric | ADC | THO |
|---|---|---|
| Gross margin | 87.64%● | 12.34% |
| Operating margin | 48.03%● | 2.54% |
| Net margin | 29.28%● | 2.66% |
| ROE | 3.52% | 6.04%● |
| ROIC | 3.51% | 4.72%● |
Dividends
| Metric | ADC | THO |
|---|---|---|
| Dividend yield | 4.13%● | 2.67% |
| Payout ratio | 176.84% | 42.30% |
Growth (annualized)
| Metric | ADC | THO |
|---|---|---|
| Revenue CAGR (5Y) | 22.62%● | -2.33% |
| EPS CAGR (5Y) | 0.11% | 3.81%● |
| FCF CAGR (5Y) | — | -11.52% |
| Total return CAGR (5Y) | 5.56%● | -5.03% |
Frequently asked
- Which is better, ADC or THO?
- It depends on your goal. value: THO (lower P/E); growth: ADC (faster 5Y revenue CAGR); income: ADC (higher dividend yield); quality: THO (higher ROIC). Across all compared metrics, THO leads 9 to 6.
- Is ADC or THO cheaper?
- On trailing earnings, THO is cheaper: ADC trades at a 40.77 P/E and THO at 15.53.
- Which has grown faster, ADC or THO?
- Over the past five years, ADC grew revenue faster — ADC at a 22.62% CAGR versus THO at -2.33%.
- Does ADC or THO pay a bigger dividend?
- ADC yields 4.13% and THO yields 2.67% based on trailing dividends and the latest price.
- Is ADC or THO more profitable?
- ADC runs the higher net margin — ADC at 29.28% versus THO at 2.66%.
- Which has been the better investment, ADC or THO?
- Over the past 10-year, ADC delivered the higher annualized total return — ADC at 9.97% versus THO at 3.79%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Agree Realty P/E ratioThor Industries P/E ratioAgree Realty dividend yieldThor Industries dividend yieldAgree Realty ROEThor Industries ROEAgree Realty operating marginThor Industries operating marginAgree Realty revenue growthThor Industries revenue growthAgree Realty free cash flowThor Industries free cash flow
Agree Realty & Thor Industries 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 June 14, 2026.