Agree Realty Corporation (ADC) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 10YClears the 15%+ and 20%+ revenue bars over 10Y.
- Score
- 61/100
- 10Y CAGR
- 26.2%
- Median YoY
- 26.1%
- YoY volatility
- σ 10.4pp· uneven
- Quarters ≥ 20%
- 27 of 40
- Negative quarters
- 0
- Valuation vs own 10Y history
- P/S 11.5x · 10Y median 13.3x · 8th percentile · as of Aug 19, 2026
How this score is computed
- Quarters at or above 20%: 27 of 40 → 27 of 40 pts
- Steadiness (typical swing 10.4pp) → 17.6 of 25 pts
- Pace (median 26.1% YoY) → 14.8 of 20 pts
- Latest quarter (16.8% YoY) → 1.4 of 15 pts
- Score: 61 of 100
Annualized revenue (TTM) · by quarter, last 40
Quarterly YoY revenue growth vs the 20% line
P/S multiple vs its 10Y median
Across metrics · 10Y
| Metric | 10Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 26.2% | 26.1% | 10.4pp | 27 of 40 | 0 |
| EPSEPS | -2% | 0% | 19.0pp | 6 of 40 | 19 |
| Op cash flowOperating cash flow | 27.4% | 19.4% | 52.9pp | 20 of 40 | 6 |
| EBITDAEBITDA | 27% | 24.8% | 16.5pp | 27 of 40 | 1 |
| FCFFree cash flow | 27.4% | 21.9% | 73.4pp | 21 of 40 | 7 |
Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: ADC on the compounders surface · All compounders, ranked