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Stag Industrial vs Agree Realty: STAG and ADC compared
Stag Industrial is the larger company: $231M of revenue in its latest quarter (Q3 2026) against $214M for Agree Realty (Q3 2026). Agree Realty is growing faster (+17% against +9% a year earlier). Agree Realty is more profitable, with an operating margin of 51.2% against 38.4%.
Where the money goes: STAG and ADC
Stag Industrial (STAG) · Q3 2026
Stag Industrial, Q3 2026: revenue $231M (+9% year over year), operating margin 38.4%, net earnings $70.7M, operating cash flow $147M. The chart follows the revenue to costs, profit and cash.
Agree Realty (ADC) · Q3 2026
Agree Realty, Q3 2026: revenue $214M (+17% year over year), operating margin 51.2%, net earnings $68.5M, operating cash flow $185M. The chart follows the revenue to costs, profit and cash.
| Stag Industrial (STAG) | Agree Realty (ADC) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $231M | $214M |
| Revenue growth, Y/Y | +9% | +17% |
| Operating margin | 38.4% | 51.2% |
| Net earnings | $70.7M | $68.5M |
| Net margin | 30.6% | 32.0% |
| Operating cash flow | $147M | $185M |
| Free cash flow | $106M | — |
| Market value | $6.9B | $8.4B |
| P/E | 25.7× | 34.6× |
| Analysts’ mean target | $41.25 | $77.75 |
Questions
Which is bigger, Stag Industrial or Agree Realty?
Stag Industrial is the larger company: $231M of revenue in its latest quarter (Q3 2026) against $214M for Agree Realty (Q3 2026).
Is Stag Industrial or Agree Realty growing faster?
Agree Realty is growing faster (+17% against +9% a year earlier).
Which is more profitable, Stag Industrial or Agree Realty?
Agree Realty is more profitable, with an operating margin of 51.2% against 38.4%.
More: Stag Industrial earnings · how Stag Industrial makes money · Agree Realty earnings · how Agree Realty makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 27, 2026; 10-Q filed Oct 20, 2026). Fiscal quarters can end on different dates. Not investment advice.