Nama Insights

Adams Diversified Equity Fund (ADX)

Financial Services · Asset Management · NYSE

Adams Diversified Equity Fund (ADX) is a Financial Services company in the Asset Management industry. It has a market capitalization of $3.06B. Over the most recent reported fiscal year, revenue declined 0.4%. Nama's AI scorecard rates it Sell, 4.1 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Sell · 4.1/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Leading · +14.0% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-7.9%
How far the last close sits under the highest price of the past five years.
Market cap$3.06B
Trailing P/E—
Price / book1.0
Price / sales87.4
FCF yield—
Dividend yield8.2%
Gross margin100.0%
Operating margin61.4%
Net margin1747.0%
Revenue growth (YoY)-0.4%
Revenue growth (3-yr annual)—
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta0.9
ExchangeNYSE
SectorFinancial Services
IndustryAsset Management

Asset Management peers

TickerCompanyMarket capP/E
BLK BlackRock $182.05B 21.2
BX Blackstone $148.61B 20.1
BN Brookfield $92.37B 591.1
KKR KKR $89.11B 17.4
BAM Brookfield Asset Management $84.57B 29.2
APO Apollo Global Management $68.96B 13.6
STT State Street $45.05B 12.6
ARES Ares Management $44.45B 25.6
Explore live ADX data on Nama Insights →

ADX FAQ

Is ADX a buy?
Nama's AI scorecard currently rates Adams Diversified Equity Fund Sell (4.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
Is ADX Shariah compliant?
Nama's AAOIFI-style screen reads Adams Diversified Equity Fund as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does ADX pay a dividend?
Yes — Adams Diversified Equity Fund's dividend yield is 8.2%.