HomeCompareGMS vs ADC

GMS vs ADC: Dividend Comparison 2026

GMS yields 1.82% · ADC yields 4.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ADC wins by $156.6K in total portfolio value
10 years
GMS
GMS
● Live price
1.82%
Share price
$109.96
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.3K
Annual income
$204.60
Full GMS calculator →
ADC
Agree Realty Corporation
● Live price
4.13%
Share price
$74.97
Annual div
$3.10
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$178.9K
Annual income
$80,797.29
Full ADC calculator →

Portfolio growth — GMS vs ADC

📍 ADC pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodGMSADC
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, GMS + ADC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GMS pays
ADC pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

GMS
Annual income on $10K today (after 15% tax)
$154.60/yr
After 10yr DRIP, annual income (after tax)
$173.91/yr
ADC
Annual income on $10K today (after 15% tax)
$351.36/yr
After 10yr DRIP, annual income (after tax)
$68,677.70/yr
At 15% tax rate, ADC beats the other by $68,503.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of GMS + ADC for your $10,000?

GMS: 50%ADC: 50%
100% ADC50/50100% GMS
Portfolio after 10yr
$100.6K
Annual income
$40,500.95/yr
Blended yield
40.24%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ADC right now

GMS
Analyst Ratings
4
Buy
11
Hold
Consensus: Hold
Price Target
$101.42
-7.8% upside vs current
Range: $61.00 — $275.00
Altman Z
3.4
Piotroski
6/9
ADC
Analyst Ratings
1
Strong
22
Buy
9
Hold
Consensus: Buy
Price Target
$81.06
+8.1% upside vs current
Range: $75.00 — $84.50
Altman Z
1.6
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GMS buys
0
ADC buys
0
No recent congressional trades found for GMS or ADC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGMSADC
Forward yield1.82%4.13%
Annual dividend / share$2.00$3.10
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$22.3K$178.9K
Annual income after 10y$204.60$80,797.29
Total dividends collected$1.9K$156.7K
Payment frequencyquarterlymonthly
SectorStockREIT
Analyst consensusHoldBuy
Analyst price target$101.42$81.06

Year-by-year: GMS vs ADC ($10,000, DRIP)

YearGMS PortfolioGMS Income/yrADC PortfolioADC Income/yrGap
1← crossover$10,882$181.88$10,990$580.36$108.00ADC
2$11,829$184.98$12,301$860.26$472.00ADC
3$12,845$187.91$14,104$1,298.62$1.3KADC
4$13,934$190.70$16,691$2,008.16$2.8KADC
5$15,103$193.35$20,580$3,205.09$5.5KADC
6$16,356$195.86$26,754$5,330.02$10.4KADC
7$17,699$198.23$37,196$9,345.14$19.5KADC
8$19,139$200.48$56,244$17,523.09$37.1KADC
9$20,681$202.60$94,286$35,736.21$73.6KADC
10$22,333$204.60$178,949$80,797.29$156.6KADC

GMS vs ADC: Complete Analysis 2026

GMSStock

GMS Inc. distributes wallboard, ceilings, steel framing and complementary construction products in the United States and Canada. The company offers ceilings products, including suspended mineral fibers, soft fibers, and metal ceiling systems primarily used in offices, hotels, hospitals, retail facilities, schools, and various other commercial and institutional buildings. It also provides steel framing products, such as steel tracks, studs, and various other steel products used to frame the interior walls of a commercial or institutional building; and insulation, lumber and other wood products, ready-mix joint compound, and various other interior construction products, as well as ancillary products comprising tools, fasteners, and safety products. In addition, the company distributes acoustical ceilings, steel framing, insulation, and related building products, as well as commercial and residential building materials. It serves professional contractors and homebuilders. As of April 30, 2022, the company operated 300 branches across 44 states and the District of Columbia, as well as 6 provinces in Canada. It also operates a network of approximately 300 distribution centers. GMS Inc. was founded in 1971 and is headquartered in Tucker, Georgia.

Full GMS Calculator →

ADCREIT

Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.

Full ADC Calculator →
📬

Get this GMS vs ADC comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

GMS vs SCHDGMS vs JEPIGMS vs OGMS vs KOGMS vs MAINGMS vs NNNGMS vs EPRTGMS vs FCPT

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.