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

MoatMap's StockRank for Adams Diversified Equity Fund, Inc. (ADX) is 64/100, with a Hold signal. This is a composite score combining Quality (34), Value (49), and Momentum (70) 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 34/100. 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 Hold, based on a StockRank of 64/100. 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).

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ADX

HOLDREMOVE

Adams Diversified Equity Fund, Inc. · Financial Services · United States · $3.1B · Avg Vol: $6M/d

StockRank

P/E (TTM)

6.2x

ROE

16.9%

D/E

—

Dividend %

7.5%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Adams Diversified Equity is a closed-end fund. We invest directly in operating businesses with structural moats rather than holding diversified investment trusts.

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
Revenue	—	-459.6M	566.3M	564.1M	493.5M	-6.7%
EPS	5.59	-3.99	4.57	4.62	—	-6.2%
Shares	—	120.9M	124.0M	117.6M	122.5M	+1.4%
Debt	—	27.7M	11.0M	8.9M	10.5M	-27.7%
Equity	—	2.1B	2.6B	2.7B	3.0B	13.0%
Op CF	—	—	—	—	—	—
Inv CF	—	—	—	—	—	—
Fin CF	—	—	—	—	—	—

PRICE (1Y)+3.9%

SMA 50SMA 200

$25.29

RSI (14)

46.8

52W High

$25.70

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

0.4%*20.0

ROE

16.9%78.4

GP/Assets

1.1%7.1

Op. Margin

55.6%78.6

FCF/Assets

—N/A

Piotroski

—20.6

Int. Cover

—N/A

D/E Ratio

—N/A

Current Ratio

0.67x17.6

Value

P/E (TTM)

6.2x86.9

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

1.0x55.5

P/S

92.8x1.5

Div Yield

7.5%88.0

Momentum

52W High %

98%86.4

RS 6M

5%74.4

SMA 50/200

1.09x72.6

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

88%83.6

FUNDAMENTALS

Market Cap

$3.1B

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)	$3.1B	64	HOLD
UTF	Cohen & Steers Infrastructure Fund, Inc	$3.0B	63	HOLD
GBDC	Golub Capital BDC, Inc.	$3.4B	63	HOLD
DNP	DNP Select Income Fund Inc.	$4.1B	65	BUY
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	$2.0B	64	HOLD
WT	WisdomTree, Inc.	$2.8B	74	BUY
CNS	Cohen & Steers, Inc.	$3.5B	74	BUY
DBRG	DigitalBridge Group, Inc.	$3.1B	52	HOLD
APAM	Artisan Partners Asset Management Inc.	$2.6B	76	BUY
AAMI	Acadian Asset Management Inc.	$2.6B	76	BUY

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

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

Adams Diversified Equity Fund, Inc. (ADX) has a MoatMap StockRank of 64/100 based on Quality (34/100), Value (49/100), and Momentum (70/100) factor scores. The current signal is HOLD. Adams Diversified Equity is a closed-end fund. We invest directly in operating businesses with structural moats rather than holding diversified investment trusts.

Key Financial Metrics

Price	$25.29
Market Cap	$3.1B
P/E (TTM)	6.24
Price/Book	1.00
Return on Equity	16.9%
Gross Margin	100.0%
Operating Margin	55.6%
Revenue Growth	-15.3%
Dividend Yield	7.5%

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 64/100, with a Hold signal. It is a composite of Quality (34), Value (49), and Momentum (70) 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 34/100. 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 Hold, based on a StockRank of 64/100. 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).