Adams Stock Analysis

ADX
 Stock
  

USD 15.23  0.13  0.85%   

The small slide in market price for the last few months could raise concerns from investors as the firm is trading at a share price of 15.23 on very low momentum in volume. The company executives did not add much value to Adams Diversified investors in September. However, diversifying your holdings with Adams Diversified Equity or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.31. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Please continue to Trending Equities.
  
The Adams Diversified stock analysis report makes it easy to digest most publicly released information about Adams Diversified and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Adams Stock analysis module also helps to analyze the Adams Diversified price relationship with some important fundamental indicators such as market cap and management efficiency.

Adams Stock Analysis Notes

About 20.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.76. Some equities with similar Price to Book (P/B) outperform the market in the long run. Adams Diversified Equity last dividend was issued on the 17th of August 2022. The entity had 3:2 split on the 20th of October 2000. 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. For more info on Adams Diversified Equity please contact Mark Stoeckle at 410 752 5900 or go to https://www.adamsfunds.com/funds/diversified-equity.

Adams Diversified Equity Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Adams Diversified's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Adams Diversified Equity or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Adams Diversified generated a negative expected return over the last 90 days
Adams Diversified has high likelihood to experience some financial distress in the next 2 years
The company has a current ratio of 0.65, 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.
On 1st of September 2022 Adams Diversified paid $ 0.05 per share dividend to its current shareholders
Latest headline from www.biznews.com: Buying the stock-market dip is backfiring. Investors keep piling in anyway with insight from The Wall Street Journal - BizNews

Adams Diversified Equity Upcoming and Recent Events

Earnings reports are used by Adams Diversified to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Adams Diversified previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report26th of January 2017
Next Fiscal Quarter End31st of December 2016

Adams Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Adams Diversified is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Adams Diversified Equity backward and forwards among themselves. Adams Diversified's institutional investor refers to the entity that pools money to purchase Adams Diversified's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Morgan StanleyFund UnitsM62.1 M
Note, although Adams Diversified's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Adams Market Capitalization

The company currently falls under 'Mid-Cap' category with total capitalization of 1.69 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Adams Diversified's market, we take the total number of its shares issued and multiply it by Adams Diversified's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Management Efficiency

The entity has Return on Asset of 0.49 % which means that on every $100 spent on asset, it made $0.49 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 25.62 %, implying that it generated $25.62 on every 100 dollars invested. Adams Diversified management efficiency ratios could be used to measure how well adams diversified equity manages its routine affairs as well as how well it operates its assets and liabilities.

Technical Drivers

As of the 7th of October, Adams Diversified shows the risk adjusted performance of (0.022577), and Mean Deviation of 0.9964. Adams Diversified Equity technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down nineteen technical drivers for Adams Diversified Equity, which can be compared to its rivals. Please confirm Adams Diversified Equity coefficient of variation, as well as the relationship between the treynor ratio and semi variance to decide if Adams Diversified Equity is priced correctly, providing market reflects its regular price of 15.23 per share. Given that Adams Diversified has jensen alpha of 0.024, we suggest you to validate Adams Diversified Equity's prevailing market performance to make sure the company can sustain itself at a future point.

Adams Diversified Equity Price Movement Analysis

Illegal number of arguments. The output start index for this execution was zero with a total number of output elements of zero. The Mid-point over period is an average of Adams Diversified Equity highest and lowest values attained during the given period.
.

Adams Diversified Equity Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Adams Diversified insiders, such as employees or executives, is commonly permitted as long as it does not rely on Adams Diversified's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Adams Diversified insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Adams Diversified Technical and Predictive Indicators

Adams Diversified Forecast Models

Adams Diversified time-series forecasting models is one of many Adams Diversified's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Adams Diversified's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Adams Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Adams Diversified prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Adams shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Stock such as Adams Diversified. By using and applying Adams Stock analysis, traders can create a robust methodology for identifying Adams entry and exit points for their positions.
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.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Adams Diversified to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Portfolio Rebalancing Now

   

Portfolio Rebalancing

Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
All  Next Launch Module
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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

Complementary Tools for Adams Stock analysis

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.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
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.