What is Adams Diversified Equity Fund, Inc.'s (ADX) StockRank?

MoatMap's StockRank for Adams Diversified Equity Fund, Inc. (ADX) is 69/100, with a Buy signal. This is a composite score combining Quality (42), Value (47), and Momentum (75) factor ranks across MoatMap's 20,000+ stock universe.

Does Adams Diversified Equity Fund, Inc. have an economic moat?

Adams Diversified Equity Fund, Inc. (ADX) has a Quality factor score of 42/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Adams Diversified Equity Fund, Inc. a buy, hold, or sell?

MoatMap's current signal for Adams Diversified Equity Fund, Inc. (ADX) is Buy, based on a StockRank of 69/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.

What sector is Adams Diversified Equity Fund, Inc. in?

Adams Diversified Equity Fund, Inc. (ADX) operates in the Financial Services sector, specifically the Asset Management industry (United States).

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

ADX

Buy

Adams Diversified Equity Fund, Inc. · Financial Services · United States · $3.2B · Avg Vol: $8M/d

StockRank

Get insider-trade alerts

P/E (TTM)

5.3x

ROE

19.7%

D/E

0.0x

Dividend %

7.2%

COMPANY DESCRIPTION

Adams Diversified Equity Fund, Inc. is a long-standing, closed-end investment company that invests in a diversified portfolio of high-quality, large-cap U.S. equities. The fund's competitive moat lies in its exceptionally low expense ratio, conservative management style, and a consistent commitment to an annual 6% distribution rate. It is a highly established, defensive asset management vehicle with a history dating back to 1929.

FINANCIAL SUMMARY (USD)

Year	2021	2022	2023	2024	2025	CAGR	TTM
Revenue	—	-459.6M	566.3M	564.1M	493.5M	-6.7%	—
EPS	5.59	-3.99	4.57	4.62	3.92	-8.5%	4.90
Shares	—	120.9M	124.0M	117.6M	122.5M	+1.4%	124.9M
Debt	—	—	—	—	—	—	—
Equity	—	2.1B	2.6B	2.7B	3.0B	13.0%	—
Op CF	—	—	—	—	—	—	—
Inv CF	—	—	—	—	—	—	—
Fin CF	—	—	—	—	—	—	—

Loading 1Y...

PRICE (1Y)-0.4%

SMA 50SMA 200

$25.96

RSI (14)

42.1

52W High

$26.56

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

0.4%*20.8

ROE

19.7%83.8

GP/Assets

1.1%7.5

Op. Margin

61.4%80.4

FCF/Assets

—N/A

Piotroski

132.4

Int. Cover

—N/A

D/E Ratio

0.00x94.8

Current Ratio

0.52x19.2

Value

P/E (TTM)

5.3x90.6

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

1.0x63.3

P/S

93.5x1.7

Div Yield

7.2%78.5

Momentum

52W High %

98%84.4

RS 6M

4%64.1

SMA 50/200

1.10x71.5

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

60%78.1

FUNDAMENTALS

Market Cap

$3.2B

P/E (Forward)

—

Gross Margin

100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of ADX are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
ADX	Adams Diversified Equity Fund, Inc.(you)	$3.2B	69	Buy
AAMI	Acadian Asset Management Inc.	$3.3B	72	Buy
DNP	DNP Select Income Fund Inc.	$4.1B	70	Buy
WT	WisdomTree, Inc.	$3.6B	64	Hold
CSQ	Calamos Strategic Total Return Fund	$3.3B	61	Hold
GQG.AX	GQG Partners Inc.	$2.8B	76	Buy
UTF	Cohen & Steers Infrastructure Fund, Inc	$3.1B	60	Hold
TY	Tri-Continental Corporation	$1.9B	71	Buy
WWH.L	Worldwide Healthcare Ord	$1.9B	71	Buy
GDV	The Gabelli Dividend & Income Trust	$2.7B	61	Hold

Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%

Adams Diversified Equity Fund, Inc. (ADX): Stock Score Summary

Adams Diversified Equity Fund, Inc. (ADX) has a MoatMap StockRank of 69/100 based on Quality (42/100), Value (47/100), and Momentum (75/100) factor scores. The current signal is BUY.

Key Financial Metrics

Price	$25.96
Market Cap	$3.2B
P/E (TTM)	5.26
Price/Book	0.98
Return on Equity	19.7%
Debt/Equity	0.00x
Gross Margin	100.0%
Operating Margin	61.4%
Revenue Growth	9.4%
Dividend Yield	7.2%

Adams Diversified Equity Fund, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Adams Diversified Equity Fund, Inc.’s (ADX) StockRank?: MoatMap’s StockRank for Adams Diversified Equity Fund, Inc. (ADX) is 69/100, with a Buy signal. It is a composite of Quality (42), Value (47), and Momentum (75) factor ranks across MoatMap’s 20,000+ stock universe.
Does Adams Diversified Equity Fund, Inc. have an economic moat?: Adams Diversified Equity Fund, Inc. (ADX) has a Quality factor score of 42/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Adams Diversified Equity Fund, Inc. a buy, hold, or sell?: MoatMap’s current signal for Adams Diversified Equity Fund, Inc. (ADX) is Buy, based on a StockRank of 69/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Adams Diversified Equity Fund, Inc. in?: Adams Diversified Equity Fund, Inc. (ADX) operates in the Financial Services sector, specifically the Asset Management industry (United States).