# Adams Diversified Equity Fund Inc. (ADX) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $26.13, market value $3.3 billion.

## Valuation
- **P/E (trailing): 5.3×** (5-yr avg 3.4×, 3-yr avg 3.4×). Adams Diversified Equity Fund Inc. trades at 5.3× trailing earnings, well above its own five-year average of 3.4×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×.
- **Price / sales: 6.6×**. Each dollar of revenue is priced at 6.6×.
- **Price / book: 1.0×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **Earnings yield: 18.8%**. The inverse of the P/E: 18.8% of the price is earned each year.

## Profitability
- **Net margin: 97.4%**. 97.4% of each dollar of sales reaches the bottom line.
- **Return on equity: 15.9%**. 15.9% on shareholders' equity is solid.
- **Return on assets: 15.8%**. Each dollar of assets produces 15.8% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -12.5%**. Revenue fell 12.5% over the last year.

## Dividends
- **Dividend yield: 7.65%** ($1.87 per share, trailing). Adams Diversified Equity Fund Inc. yields 7.65%, high enough to check carefully: yields this high often precede a cut.
- **Dividend growth (5 yr): 12.4%/yr** (1-yr -26.0%). The dividend has compounded at 12.4% a year over five years, doubling roughly every 6 years at that pace.

## Price and momentum
- **Total return (1 yr): 30.0%** (YTD 18.9%, 3-mo 6.8%). The shares are up 30.0% over twelve months including dividends.
- **From 52-week high: -1.6%** (25.0% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 56**. An RSI of 56 is neutral.
- **Beta (1 yr): 0.92** (volatility 15%). Beta of 0.92 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=ADX · Page: https://foliofundamentals.com/stocks/adx

Not investment advice.