Adams Stock Performance

ADX
 Stock
  

USD 17.29  0.32  1.89%   

Adams Diversified has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.2091, which signifies a somewhat significant risk relative to the market. Let's try to break down what Adams's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Adams Diversified will likely underperform. Although it is important to respect Adams Diversified Equity historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Adams Diversified Equity technical indicators, you can presently evaluate if the expected return of 0.12% will be sustainable into the future. Adams Diversified Equity right now shows a risk of 1.57%. Please confirm Adams Diversified Equity coefficient of variation, semi variance, price action indicator, as well as the relationship between the treynor ratio and daily balance of power to decide if Adams Diversified Equity will be following its price patterns.
  
Adams Performance
5 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Adams Diversified Equity are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unsteady fundamental indicators, Adams Diversified may actually be approaching a critical reversion point that can send shares even higher in September 2022. ...more

Adams Price Channel

Quick Ratio0.83
Fifty Two Week Low14.65
Fifty Two Week High22.33
Trailing Annual Dividend Yield17.56%

Adams Diversified Relative Risk vs. Return Landscape

If you would invest  1,614  in Adams Diversified Equity on May 16, 2022 and sell it today you would earn a total of  115.00  from holding Adams Diversified Equity or generate 7.13% return on investment over 90 days. Adams Diversified Equity is generating 0.1198% of daily returns assuming volatility of 1.5716% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Adams, and above 98% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Adams Diversified is expected to generate 1.26 times more return on investment than the market. However, the company is 1.26 times more volatile than its market benchmark. It trades about 0.08 of its potential returns per unit of risk. The DOW is currently generating roughly 0.06 per unit of risk.

Adams Diversified Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Adams Diversified's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Adams Diversified Equity, and traders can use it to determine the average amount a Adams Diversified's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0762

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Estimated Market Risk
 1.57
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 0.12
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.08
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 5 %
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55
Based on monthly moving average Adams Diversified is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Adams Diversified by adding it to a well-diversified portfolio.

About Adams Diversified Performance

To evaluate Adams Diversified Equity Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Adams Diversified generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Adams Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Adams Diversified Equity stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Adams's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland. Adams Diversified operates under Asset Management classification in the United States and is traded on New York Stock Exchange.

Things to note about Adams Diversified Equity

Checking the ongoing alerts about Adams Diversified for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Adams Diversified Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Adams Diversified Alerts

Equity Alerts and Improvement Suggestions

The company has a current ratio of 0.92, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Adams Diversified until it has trouble settling it off, either with new capital or with free cash flow. So, Adams Diversified's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Adams Diversified Equity sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Adams to invest in growth at high rates of return. When we think about Adams Diversified's use of debt, we should always consider it together with cash and equity.
Adams Diversified Equity reported the last year's revenue of 34.01 M. Reported Net Loss for the year was (229.81 M) with profit before taxes, overhead, and interest of 32.96 M.
Latest headline from www.defenseworld.net: Adams Diversified Equity Fund, Inc. Shares Bought by Commonwealth Equity Services LLC - Defense World
Please continue to Trending Equities. Note that the Adams Diversified Equity information on this page should be used as a complementary analysis to other Adams Diversified's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Adams Diversified Equity price analysis, check to measure Adams Diversified's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Adams Diversified is operating at the current time. Most of Adams Diversified's value examination focuses on studying past and present price action to predict the probability of Adams Diversified's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Adams Diversified's price. Additionally, you may evaluate how the addition of Adams Diversified to your portfolios can decrease your overall portfolio volatility.
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Is Adams Diversified's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Adams Diversified. If investors know Adams will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Adams Diversified listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Adams Diversified Equity is measured differently than its book value, which is the value of Adams that is recorded on the company's balance sheet. Investors also form their own opinion of Adams Diversified's value that differs from its market value or its book value, called intrinsic value, which is Adams Diversified's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Adams Diversified's market value can be influenced by many factors that don't directly affect Adams Diversified's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Adams Diversified's value and its price as these two are different measures arrived at by different means. Investors typically determine Adams Diversified value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Adams Diversified's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.