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).

Compare

Total return — ADC vs THO

growth of $100 · last 30y
ADC +321.3%THO +2130.5%THO compounded faster
Log scale — wide-divergence pair
101001k10kStart $100200120062011201620212026$421$2,231
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 9

It 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

MetricADCTHO
P/E ratio40.7715.53
Forward P/E36.7121.84
P/S ratio12.170.41
P/B ratio1.460.94
PEG ratio370.634.08
EV / EBITDA20.217.32
FCF yield4.94%

Profitability

MetricADCTHO
Gross margin87.64%12.34%
Operating margin48.03%2.54%
Net margin29.28%2.66%
ROE3.52%6.04%
ROIC3.51%4.72%

Dividends

MetricADCTHO
Dividend yield4.13%2.67%
Payout ratio176.84%42.30%

Growth (annualized)

MetricADCTHO
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.

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.