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ADAMS DIVERSIFIED EQUITY (ADX) Stock Overview

NYSE:ADX - US0062121043

21.77 USD
+0.02 (+0.09%)
Last: 9/5/2025, 8:04:00 PM
21.882 USD
+0.11 (+0.51%)
After Hours: 9/5/2025, 8:04:00 PM
Fundamental Rating

3

Overall ADX gets a fundamental rating of 3 out of 10. We evaluated ADX against 0 industry peers in the Unkown industry. ADX has a great financial health rating, but its profitability evaluates not so good. ADX does not seem to be growing, but still is valued expensively.


Dividend Valuation Growth Profitability Health

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2

1. Profitability

1.1 Basic Checks

In the past year ADX was profitable.
ADX had a positive operating cash flow in the past year.
ADX had positive earnings in 4 of the past 5 years.
ADX had a positive operating cash flow in 4 of the past 5 years.
ADX Yearly Net Income VS EBIT VS OCF VS FCFADX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M -200M 400M -400M 600M

1.2 Ratios

Industry RankSector Rank
ROA 12.34%
ROE 12.44%
ROIC 0.62%
ROA(3y)6.68%
ROA(5y)11.8%
ROE(3y)6.64%
ROE(5y)11.84%
ROIC(3y)0.68%
ROIC(5y)0.68%
ADX Yearly ROA, ROE, ROICADX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 -20

1.3 Margins

ADX's Profit Margin has improved in the last couple of years.
ADX's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 62.86%
PM (TTM) 997.14%
GM N/A
OM growth 3Y-2.08%
OM growth 5Y-3.36%
PM growth 3Y-6.08%
PM growth 5Y1.94%
GM growth 3YN/A
GM growth 5YN/A
ADX Yearly Profit, Operating, Gross MarginsADX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 1K -1K

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7

2. Health

2.1 Basic Checks

Compared to 1 year ago, ADX has less shares outstanding
Compared to 5 years ago, ADX has more shares outstanding
There is no outstanding debt for ADX. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
ADX Yearly Shares OutstandingADX Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M
ADX Yearly Total Debt VS Total AssetsADX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B 2B 2.5B

2.2 Solvency

An Altman-Z score of 68.90 indicates that ADX is not in any danger for bankruptcy at the moment.
There is no outstanding debt for ADX. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 68.9
ROIC/WACCN/A
WACCN/A
ADX Yearly LT Debt VS Equity VS FCFADX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 1B 2B

2.3 Liquidity

ADX has a Current Ratio of 5.44. This indicates that ADX is financially healthy and has no problem in meeting its short term obligations.
A Quick Ratio of 5.44 indicates that ADX has no problem at all paying its short term obligations.
Industry RankSector Rank
Current Ratio 5.44
Quick Ratio 5.44
ADX Yearly Current Assets VS Current LiabilitesADX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 5M 10M 15M 20M 25M

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1

3. Growth

3.1 Past

ADX shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -40.00%.
Measured over the past 5 years, ADX shows a small growth in Earnings Per Share. The EPS has been growing by 1.20% on average per year.
ADX shows a small growth in Revenue. In the last year, the Revenue has grown by 1.58%.
The Revenue has been growing slightly by 0.86% on average over the past years.
EPS 1Y (TTM)-40%
EPS 3Y-4.13%
EPS 5Y1.2%
EPS Q2Q%-48.61%
Revenue 1Y (TTM)1.58%
Revenue growth 3Y2.02%
Revenue growth 5Y0.86%
Sales Q2Q%6.25%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
ADX Yearly Revenue VS EstimatesADX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M

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2

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 7.26 indicates a rather cheap valuation of ADX.
ADX's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.06.
Industry RankSector Rank
PE 7.26
Fwd PE N/A
ADX Price Earnings VS Forward Price EarningsADX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

Industry RankSector Rank
P/FCF 7.47
EV/EBITDA N/A
ADX Per share dataADX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)6.06
EPS Next 2YN/A
EPS Next 3YN/A

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5

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 15.44%, ADX is a good candidate for dividend investing.
ADX's Dividend Yield is rather good when compared to the S&P500 average which is at 2.32.
Industry RankSector Rank
Dividend Yield 15.44%

5.2 History

On average, the dividend of ADX grows each year by 10.86%, which is quite nice.
ADX has paid a dividend for at least 10 years, which is a reliable track record.
The dividend of ADX decreased recently.
Dividend Growth(5Y)10.86%
Div Incr Years1
Div Non Decr Years1
ADX Yearly Dividends per shareADX Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1 1.5 2

5.3 Sustainability

108.88% of the earnings are spent on dividend by ADX. This is not a sustainable payout ratio.
The dividend of ADX is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP108.88%
EPS Next 2YN/A
EPS Next 3YN/A
ADX Yearly Income VS Free CF VS DividendADX Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M -200M 400M -400M 600M
ADX Dividend Payout.ADX Dividend Payout, showing the Payout Ratio.ADX Dividend Payout.PayoutRetained Earnings

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ADAMS DIVERSIFIED EQUITY

NYSE:ADX (9/5/2025, 8:04:00 PM)

After market: 21.882 +0.11 (+0.51%)

21.77

+0.02 (+0.09%)

Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)07-16 2025-07-16
Earnings (Next)10-15 2025-10-15
Inst Owners22.91%
Inst Owner Change-7.14%
Ins Owners2.83%
Ins Owner Change0%
Market Cap2.62B
Analysts0
Price TargetN/A
Short Float %0.57%
Short Ratio2.46
Dividend
Industry RankSector Rank
Dividend Yield 15.44%
Yearly Dividend2.33
Dividend Growth(5Y)10.86%
DP108.88%
Div Incr Years1
Div Non Decr Years1
Ex-Date07-28 2025-07-28 (0.46)
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 7.26
Fwd PE N/A
P/S 74.72
P/FCF 7.47
P/OCF 7.47
P/B 0.93
P/tB 0.93
EV/EBITDA N/A
EPS(TTM)3
EY13.78%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)2.91
FCFY13.38%
OCF(TTM)2.91
OCFY13.38%
SpS0.29
BVpS23.35
TBVpS23.35
PEG (NY)N/A
PEG (5Y)6.06
Profitability
Industry RankSector Rank
ROA 12.34%
ROE 12.44%
ROCE 0.78%
ROIC 0.62%
ROICexc 0.62%
ROICexgc 0.62%
OM 62.86%
PM (TTM) 997.14%
GM N/A
FCFM 1000%
ROA(3y)6.68%
ROA(5y)11.8%
ROE(3y)6.64%
ROE(5y)11.84%
ROIC(3y)0.68%
ROIC(5y)0.68%
ROICexc(3y)0.68%
ROICexc(5y)0.68%
ROICexgc(3y)0.68%
ROICexgc(5y)0.68%
ROCE(3y)0.87%
ROCE(5y)0.86%
ROICexcg growth 3Y0.03%
ROICexcg growth 5Y-8.2%
ROICexc growth 3Y0.03%
ROICexc growth 5Y-8.2%
OM growth 3Y-2.08%
OM growth 5Y-3.36%
PM growth 3Y-6.08%
PM growth 5Y1.94%
GM growth 3YN/A
GM growth 5YN/A
F-Score7
Asset Turnover0.01
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 250
Cash Conversion N/A
Profit Quality 100.29%
Current Ratio 5.44
Quick Ratio 5.44
Altman-Z 68.9
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-40%
EPS 3Y-4.13%
EPS 5Y1.2%
EPS Q2Q%-48.61%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)1.58%
Revenue growth 3Y2.02%
Revenue growth 5Y0.86%
Sales Q2Q%6.25%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y11.06%
EBIT growth 3Y-0.11%
EBIT growth 5Y-2.53%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-7.68%
FCF growth 3Y-4.18%
FCF growth 5Y2.81%
OCF growth 1Y-7.68%
OCF growth 3Y-4.18%
OCF growth 5Y2.81%