NTST
NETSTREIT Corp.
REIT - Retail
Market Cap$1.70B
5Y Perf.+11.0%
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Stock Comparison
NTST vs ADC
Revenue, margins, valuation, and 5-year total return — side by side.
ADC
Agree Realty Corporation
REIT - Retail
Market Cap$9.17B
5Y Perf.+14.1%
NTST vs ADC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | NTST | ADC |
|---|---|---|
| Industry | REIT - Retail | REIT - Retail |
| Market Cap | $1.70B | $9.17B |
| Revenue (TTM) | $176M | $750M |
| Net Income (TTM) | $185K | $220M |
| Gross Margin | 92.4% | 87.6% |
| Operating Margin | 27.7% | 48.0% |
| Forward P/E | 64.8x | 38.9x |
| Total Debt | $0.00 | $3.35B |
| Cash & Equiv. | $14M | $16M |
NTST vs ADC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
NTST
ADC
| Stock | Aug 20 | May 26 | Return |
|---|---|---|---|
| NETSTREIT Corp. (NTST) | 100 | 111.0 | +11.0% |
| Agree Realty Corpor… (ADC) | 100 | 114.1 | +14.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NTST vs ADC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: NTST leads in 4 of 6 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Agree Realty Corporation is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. As sector peers, any of these can serve as alternatives in the same allocation.
NTST
NETSTREIT Corp.
The Real Estate Income Play
NTST carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.05, yield 4.1%
- Rev growth 30.0%, EPS growth 150.0%, 3Y rev CAGR 28.2%
- Beta 0.05, yield 4.1%
Best for: income & stability and growth exposure
ADC
Agree Realty Corporation
The Real Estate Income Play
ADC is the clearest fit if your priority is long-term compounding.
- 135.6% 10Y total return vs NTST's 40.7%
- 29.3% margin vs NTST's 0.1%
- 2.3% ROA vs NTST's 0.0%, ROIC 2.8% vs 2.1%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | NTST | 30.0% FFO/revenue growth vs ADC's 16.4% |
| Value | NTST | PEG 1.11 vs 113.70 |
| Quality / Margins | ADC | 29.3% margin vs NTST's 0.1% |
| Dividends | NTST | 4.1% yield, vs ADC's 4.0% |
| Momentum (1Y) | NTST | +32.6% vs ADC's +4.3% |
| Efficiency (ROA) | ADC | 2.3% ROA vs NTST's 0.0%, ROIC 2.8% vs 2.1% |
NTST vs ADC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLNTSTLAGGINGADC
ADCAgree Realty Corporat…
1leads
NTSTNETSTREIT Corp.
3leads
6 Total Categories
CATEGORYLEADERvs ADCMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
NTST4/6
Valuation MetricsMultiples, price ratios, and targets
NTST5/7
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ADC4/7
Total Returns1Y, 3Y, 5Y total returns with dividends
NTST4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
NTST leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ADC is the larger business by revenue, generating $750M annually — 4.2x NTST's $176M. ADC is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to NTST's 0.1%. On growth, NTST holds the edge at +27.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | NTSTNETSTREIT Corp. | ADCAgree Realty Corp… |
|---|---|---|
| RevenueTrailing 12 months | $176M | $750M |
| EBITDAEarnings before interest/tax | $133M | $638M |
| Net IncomeAfter-tax profit | $185,000 | $220M |
| Free Cash FlowCash after capex | $106M | $110M |
| Gross MarginGross profit ÷ Revenue | +92.4% | +87.6% |
| Operating MarginEBIT ÷ Revenue | +27.7% | +48.0% |
| Net MarginNet income ÷ Revenue | +0.1% | +29.3% |
| FCF MarginFCF ÷ Revenue | +59.9% | +14.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +27.7% | +18.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +110.6% | +19.0% |
NTST leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
NTST leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 43.1x trailing earnings, ADC trades at a 83% valuation discount to NTST's 254.5x P/E. Adjusting for growth (PEG ratio), NTST offers better value at 4.35x vs ADC's 113.70x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | NTSTNETSTREIT Corp. | ADCAgree Realty Corp… |
|---|---|---|
| Market CapShares × price | $1.7B | $9.2B |
| Enterprise ValueMkt cap + debt − cash | $1.7B | $12.5B |
| Trailing P/EPrice ÷ TTM EPS | 254.50x | 43.12x |
| Forward P/EPrice ÷ next-FY EPS est. | 64.78x | 38.94x |
| PEG RatioP/E ÷ EPS growth rate | 4.35x | 113.70x |
| EV / EBITDAEnterprise value multiple | 12.34x | 20.30x |
| Price / SalesMarket cap ÷ Revenue | 8.72x | 12.76x |
| Price / BookPrice ÷ Book value/share | 1.18x | 1.35x |
| Price / FCFMarket cap ÷ FCF | 15.52x | 18.18x |
NTST leads this category, winning 5 of 7 comparable metrics.
Profitability & Efficiency
ADC leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
ADC delivers a 3.7% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $0 for NTST. On the Piotroski fundamental quality scale (0–9), NTST scores 6/9 vs ADC's 5/9, reflecting solid financial health.
| Metric | NTSTNETSTREIT Corp. | ADCAgree Realty Corp… |
|---|---|---|
| ROE (TTM)Return on equity | +0.0% | +3.7% |
| ROA (TTM)Return on assets | +0.0% | +2.3% |
| ROICReturn on invested capital | +2.1% | +2.8% |
| ROCEReturn on capital employed | +2.1% | +3.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | — | 0.53x |
| Net DebtTotal debt minus cash | -$14M | $3.3B |
| Cash & Equiv.Liquid assets | $14M | $16M |
| Total DebtShort + long-term debt | $0 | $3.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 2.54x |
ADC leads this category, winning 4 of 7 comparable metrics.
Total Returns (Dividends Reinvested)
NTST leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ADC five years ago would be worth $12,927 today (with dividends reinvested), compared to $11,488 for NTST. Over the past 12 months, NTST leads with a +32.6% total return vs ADC's +4.3%. The 3-year compound annual growth rate (CAGR) favors NTST at 8.3% vs ADC's 8.0% — a key indicator of consistent wealth creation.
| Metric | NTSTNETSTREIT Corp. | ADCAgree Realty Corp… |
|---|---|---|
| YTD ReturnYear-to-date | +15.8% | +7.3% |
| 1-Year ReturnPast 12 months | +32.6% | +4.3% |
| 3-Year ReturnCumulative with dividends | +27.0% | +26.1% |
| 5-Year ReturnCumulative with dividends | +14.9% | +29.3% |
| 10-Year ReturnCumulative with dividends | +40.7% | +135.6% |
| CAGR (3Y)Annualised 3-year return | +8.3% | +8.0% |
NTST leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — NTST and ADC each lead in 1 of 2 comparable metrics.
Risk & Volatility
ADC is the less volatile stock with a -0.14 beta — it tends to amplify market swings less than NTST's 0.05 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | NTSTNETSTREIT Corp. | ADCAgree Realty Corp… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.05x | -0.14x |
| 52-Week HighHighest price in past year | $21.30 | $82.08 |
| 52-Week LowLowest price in past year | $15.24 | $69.56 |
| % of 52W HighCurrent price vs 52-week peak | +95.6% | +93.0% |
| RSI (14)Momentum oscillator 0–100 | 57.7 | 46.8 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 1.1M |
Evenly matched — NTST and ADC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — NTST and ADC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates NTST as "Buy" and ADC as "Buy". Consensus price targets imply 9.4% upside for ADC (target: $84) vs 8.2% for NTST (target: $22). For income investors, NTST offers the higher dividend yield at 4.10% vs ADC's 4.01%.
| Metric | NTSTNETSTREIT Corp. | ADCAgree Realty Corp… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $22.03 | $83.50 |
| # AnalystsCovering analysts | 18 | 32 |
| Dividend YieldAnnual dividend ÷ price | +4.1% | +4.0% |
| Dividend StreakConsecutive years of raises | 0 | 3 |
| Dividend / ShareAnnual DPS | $0.83 | $3.06 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.0% |
Evenly matched — NTST and ADC each lead in 1 of 2 comparable metrics.
Key Takeaway
NTST leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). ADC leads in 1 (Profitability & Efficiency). 2 tied.
Best OverallNETSTREIT Corp. (NTST)Leads 3 of 6 categories
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NTST vs ADC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is NTST or ADC a better buy right now?
For growth investors, NETSTREIT Corp.
(NTST) is the stronger pick with 30. 0% revenue growth year-over-year, versus 16. 4% for Agree Realty Corporation (ADC). Agree Realty Corporation (ADC) offers the better valuation at 43. 1x trailing P/E (38. 9x forward), making it the more compelling value choice. Analysts rate NETSTREIT Corp. (NTST) a "Buy" — based on 18 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.
02Which has the better valuation — NTST or ADC?
On trailing P/E, Agree Realty Corporation (ADC) is the cheapest at 43.
1x versus NETSTREIT Corp. at 254. 5x. On forward P/E, Agree Realty Corporation is actually cheaper at 38. 9x. 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.
03Which is the better long-term investment — NTST or ADC?
Over the past 5 years, Agree Realty Corporation (ADC) delivered a total return of +29.
3%, compared to +14. 9% for NETSTREIT Corp. (NTST). 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.
04Which is safer — NTST or ADC?
By beta (market sensitivity over 5 years), Agree Realty Corporation (ADC) is the lower-risk stock at -0.
14β versus NETSTREIT Corp. 's 0. 05β — meaning NTST is approximately -136% more volatile than ADC relative to the S&P 500.
05Which is growing faster — NTST or ADC?
By revenue growth (latest reported year), NETSTREIT Corp.
(NTST) is pulling ahead at 30. 0% versus 16. 4% for Agree Realty Corporation (ADC). 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.
06Which has better profit margins — NTST or ADC?
Agree Realty Corporation (ADC) is the more profitable company, earning 28.
4% net margin versus 3. 5% for NETSTREIT Corp. — meaning it keeps 28. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ADC leads at 47. 4% 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.
07Is NTST or ADC more undervalued right now?
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, Agree Realty Corporation (ADC) trades at 38. 9x forward P/E versus 64. 8x for NETSTREIT Corp. — 25. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ADC: 9. 4% to $83. 50.
08Which pays a better dividend — NTST or ADC?
All stocks in this comparison pay dividends.
NETSTREIT Corp. (NTST) offers the highest yield at 4. 1%, versus 4. 0% for Agree Realty Corporation (ADC).
09Is NTST or ADC better for a retirement portfolio?
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%, NTST: +40. 7%), 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.
10What are the main differences between NTST and ADC?
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.
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.
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Revenue Growth>
%
(NTST: 27.7% · ADC: 18.7%)P/E Ratio<
x
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