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ADXAdams Diversified Equity Fund IHold6.1·$24.15-2.23%
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Adams Diversified Equity Fund I (ADX) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $24.15, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak.

Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm The firm is actively engaged in businesses, including commodity pool operator or commodity trading advisor.... Read more

$24.15+3.7% A.UpsideScore 6.1/10#24 of 109 Asset Management
QualityF-score5 / 9FCF yield
IncomeYield7.77%(5y avg 10.59%)Payout46.48%sustainable
Stop $23.59Target $25.19(resistance)A.R:R 0.0:1

Hold if already holding. Not a fresh buy at $24.15, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Attractive valuation
Margin of safety: 59%
Risks
No bear case signals

Key Metrics

P/E (TTM)6.2
P/E (Fwd)
Mkt Cap$3.0B
EV/EBITDA
Profit Mgn1465.8%
ROE16.9%
Rev Growth-15.3%
Beta0.92
Dividend7.77%
Rating analysts

Quality Signals

Piotroski F5/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 ceiling hits

GatesMomentum 4.2<4.5A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
38 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $24.26Resistance $25.70

Price Targets

$24
$25
A.Upside+4.3%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! momentum at 4.2 (below the engine's 4.5 threshold)

Earnings

We could not retrieve earnings history for ADX.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ADX stock a buy right now?

Hold if already holding. Not a fresh buy at $24.15, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $25.19 (+4.3%), stop $23.59 (−2.4%), A.R:R 0.0:1. Score 6.1/10, moderate confidence.

What is the ADX stock price target?

Take-profit target: $25.19 (+3.7% upside). Target $25.19 (+4.3%), stop $23.59 (−2.4%), A.R:R 0.0:1. Stop-loss: $23.59.

Is ADX overvalued or undervalued?

Adams Diversified Equity Fund I trades at a P/E of 6.2 (forward N/A). TrendMatrix value score: 9.9/10. Verdict: Hold.

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What does Adams Diversified Equity Fund I do?Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. It primarily provides its services to...

Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm The firm is actively engaged in businesses, including commodity pool operator or commodity trading advisor. The firm launches equity. NA The firm employs combination of fundamental, technical, quantitative modelling, and macro-economic analysis to make its investment. The firm conduct external research to make its investment. The firm was formerly known as The Adams Express Company. Adams Diversified Equity Fund, Inc. was founded in 1929 and is based in Baltimore, Maryland.

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