GOOD vs NTST vs ADC vs GTY

For growth investors, NETSTREIT Corp.

(NTST) is the stronger pick with 30. 0% revenue growth year-over-year, versus 8. 0% for Gladstone Commercial Corporation (GOOD). Getty Realty Corp. (GTY) offers the better valuation at 24. 5x trailing P/E (22. 0x forward), making it the more compelling value choice. Analysts rate Gladstone Commercial Corporation (GOOD) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Getty Realty Corp.

(GTY) is the cheapest at 24. 5x versus NETSTREIT Corp. at 254. 5x. On forward P/E, Getty Realty Corp. is actually cheaper at 22. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: NETSTREIT Corp. wins at 1. 11x versus Agree Realty Corporation's 113. 70x — a reasonable growth-adjusted valuation.

Over the past 5 years, Getty Realty Corp.

(GTY) delivered a total return of +32. 2%, compared to -9. 7% for Gladstone Commercial Corporation (GOOD). Over 10 years, the gap is even starker: ADC returned +135. 6% versus NTST's +40. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Agree Realty Corporation (ADC) is the lower-risk stock at -0.

14β versus Gladstone Commercial Corporation's 0. 55β — meaning GOOD is approximately -496% more volatile than ADC relative to the S&P 500. On balance sheet safety, Agree Realty Corporation (ADC) carries a lower debt/equity ratio of 53% versus 3% for Gladstone Commercial Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), NETSTREIT Corp.

(NTST) is pulling ahead at 30. 0% versus 8. 0% for Gladstone Commercial Corporation (GOOD). On earnings-per-share growth, the picture is similar: NETSTREIT Corp. grew EPS 150. 0% year-over-year, compared to -0. 6% for Agree Realty Corporation. Over a 3-year CAGR, NTST leads at 28. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Getty Realty Corp.

(GTY) is the more profitable company, earning 35. 7% net margin versus 3. 5% for NETSTREIT Corp. — meaning it keeps 35. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GTY leads at 54. 9% versus 25. 7% for NTST. At the gross margin level — before operating expenses — NTST leads at 99. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, NETSTREIT Corp. (NTST) is the more undervalued stock at a PEG of 1. 11x versus Agree Realty Corporation's 113. 70x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Getty Realty Corp. (GTY) trades at 22. 0x forward P/E versus 83. 0x for Gladstone Commercial Corporation — 61. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ADC: 9. 4% to $83. 50.

All stocks in this comparison pay dividends.

Gladstone Commercial Corporation (GOOD) offers the highest yield at 11. 4%, versus 4. 0% for Agree Realty Corporation (ADC).

For long-horizon retirement investors, Agree Realty Corporation (ADC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.

14), 4. 0% yield, +135. 6% 10Y return). Both have compounded well over 10 years (ADC: +135. 6%, GOOD: +51. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: GOOD is a small-cap income-oriented stock; NTST is a small-cap high-growth stock; ADC is a small-cap high-growth stock; GTY is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.