ADCAgree Realty Corporation
Is it safe?
No red flags in what's measurable: insiders buying, comfortable debt (AA), and steady price behavior.
Multiple insiders bought with their own money (net +$4.1M, 90 days to Oct 8, 2026).
Rock-solid balance sheet, low leverage. A rule of thumb on leverage, not a credit rating.
Relatively steady, low volatility. Worst drawdown -39% · now 19% below its 52-week high.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. Altman sits structurally low for utilities and pipelines; Beneish runs high for fast growers, since sales growth alone lifts it; banks and REITs are excluded.
Can ADC take a bad year?
Agree Realty Corporation carries $684M of net debt at 1.08× EBITDA: a load its earnings can carry.
Net debt · as at Q2 2026 · under two and a half years of EBITDA, comfortable
- Net debt / EBITDA
- 1.08×
Net debt / EBITDA · 0.64× a year ago · the load is going up
- Cash runway
- 0.0 years
Cash runway · burning $274M a quarter at the current rate
- Annualised volatility
- 18%
Annualised volatility · about as steady as the market itself
Details›
- Total debtQ2 2026
- $696M
- Cash and short-term investments
- $13M
- Net debt
- $684M
- EBITDA, trailing twelve months
- $634M
- Operating profit, trailing twelve months
- $374M
- Debt / equity
- 0.11×
- Total debt / EBITDA
- 1.10×
- Annualised volatilitytwo years of daily moves
- 18%
- Worst drawdown on file
- −39%
- Below its 52-week high
- 19%
Balance sheet from SEC filings; drawdown and volatility from end-of-day closes; Altman Z from the filed statements.
REIT, Retail
The closest names by size in the same industry