Adams Diversified Equity FundADX -0.24%57 PB Ratio is 1.00 as of Jun. 25, 2026, which is 8% above its 10-year median of 0.93. GuruFocus rates ADX with a GF Score™ of 57/100 and a GF Value™ of $18.51 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 1,607 Asset Management companies, Adams Diversified Equity Fund ranks worse than 58.87% on this metric.
Adams Diversified Equity Fund Inc stock PB Ratio (=1) is close to 5-year high of 1.09.
The historical rank and industry rank for Adams Diversified Equity Fund's PB Ratio or its related term are showing as below:
ADX'
s PB Ratio Range Over the Past 10 Years
Min: 0.62 Med: 0.93 Max: 1.12
Current: 1
During the past 13 years, Adams Diversified Equity Fund's highest PB Ratio was 1.12. The lowest was 0.62. And the median was 0.93.
ADX's PB Ratio is ranked worse than 58.87% of 1607
companies
in the Asset Management industry
Industry Median: 0.95
vs ADX: 1.00
During the past 12 months, Adams Diversified Equity Fund's average Book Value Per Share Growth Rate was 9.10% per year.
During the past 3 years, the average Book Value Per Share Growth Rate was 12.50% per year.
During the past 5 years, the average Book Value Per Share Growth Rate was 3.60% per year.
During the past 10 years, the average Book Value Per Share Growth Rate was 5.00% per year.
During the past 13 years, the highest 3-Year average Book Value Per Share Growth Rate of Adams Diversified Equity Fund was 14.80% per year. The lowest was -13.20% per year. And the median was 1.85% per year.
Back to Basics: PB Ratio
Adams Diversified Equity Fund (NYSE:ADX) PB Ratio Explanation
The PB Ratio works the best for the businesses that earn most of their profit from their assets, e.g. banks and insurance companies.
Be Aware
Some businesses have very light assets, such as software companies or insurance agencies. The PB Ratio does not work well for these companies. Some companies even have negative equity, so the PB Ratio cannot be applied to them.
Adams Diversified Equity Fund PB Ratio Related Terms
Adams Diversified Equity Fund PB Ratio Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Adams Diversified Equity Fund's PB Ratio, along with its competitors' market caps and PB Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Adams Diversified Equity Fund PB Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Adams Diversified Equity Fund's PB Ratio distribution charts can be found below:
* The bar in red indicates where Adams Diversified Equity Fund's PB Ratio falls into.
Adams Diversified Equity Fund PB Ratio Calculation
The PB Ratio, or Price-to-Book ratio, or Price/Book, is a financial ratio used to compare a company's market price to its Book Value per Share. It is a ratio widely used to value stocks.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
It can also be calculated from the numbers for the whole company:
A closely related ratio is called Price-to-Tangible-Book. The difference between Price-to-Tangible-Book and PB Ratio is that book value other than intangibles are used in the calculation.
Adams Diversified Equity Fund (ADX) has a PB Ratio of 1.00 as of Jun. 25, 2026. Price-to-Book ratio is the ratio of share price to a company's book value per share. View historical data on Adams Diversified Equity Fund and its competitors. This is near median its historical median of 0.93. Over the past decade, Adams Diversified Equity Fund's PB Ratio has ranged from 0.62 to 1.12. According to the industry distribution chart, Adams Diversified Equity Fund ranks #946 out of 1607 companies in the Asset Management industry, placing it in the top 58.9%.
Is Adams Diversified Equity Fund's PB Ratio too high?
Adams Diversified Equity Fund's current PB Ratio of 1.00 is near median its 10-year median of 0.93. Over the past 10 years, this metric has ranged from a low of 0.62 to a high of 1.12. The Asset Management industry median PB Ratio is 0.95. Adams Diversified Equity Fund's value of 1.00 is 5.3% above this industry median. Based on the distribution chart, Adams Diversified Equity Fund ranks #946 out of 1607 companies in the Asset Management industry, which is below the industry midpoint. Overall, Adams Diversified Equity Fund has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Adams Diversified Equity Fund's PB Ratio compare to FSK and UTF?
According to the Asset Management industry distribution chart, Adams Diversified Equity Fund ranks #946 out of 1607 companies for PB Ratio. This places Adams Diversified Equity Fund in the lower half of its industry. The industry median PB Ratio is 0.95. Adams Diversified Equity Fund's value of 1.00 is 5.3% above this benchmark. Historically, Adams Diversified Equity Fund's own PB Ratio has ranged from 0.62 to 1.12 over the past decade. While the company's 10-year median is 0.93 vs. the industry median of 0.95, Adams Diversified Equity Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good PB Ratio for an Asset Management company?
The median PB Ratio among Asset Management companies is 0.95, based on 1,607 companies in the industry. Companies in the top quartile (top 25%) have a PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Adams Diversified Equity Fund's current PB Ratio of 1.00 is 5.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high PB Ratio mean?
A high PB Ratio can signal that a stock is expensive relative to its fundamentals. Price-to-Book ratio is the ratio of share price to a company's book value per share. View historical data on Adams Diversified Equity Fund and its competitors. For the Asset Management industry, the median PB Ratio is 0.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Adams Diversified Equity Fund's current PB Ratio is 1.00, which is near median its own 10-year median of 0.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Adams Diversified Equity Fund stock overvalued right now?
Based on GuruFocus' analysis, Adams Diversified Equity Fund (ADX) is currently considered Significantly Overvalued. The stock's GF Value™ is $18.51, compared to a current price of $24.76 — trading 33.8% above its estimated fair value. The current PB Ratio is 1.00, which is near median its 10-year median of 0.93 and 5.3% above the Asset Management industry median of 0.95. Adams Diversified Equity Fund's overall GF Score™ is 57/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is PB Ratio calculated?
PB Ratio is calculated from a company's financial statements. For Adams Diversified Equity Fund (ADX), the current PB Ratio is 1.00 as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Adams Diversified Equity Fund (ADX) Overvalued in 2026?
Based on GuruFocus' analysis, Adams Diversified Equity Fund stock appears to be overvalued.
The current stock price of $24.76 is trading 33.8% above its estimated GF Value™ of $18.51.
GuruFocus considers Adams Diversified Equity Fund to be Significantly Overvalued.
Key valuation signals for ADX:
PB Ratio: 1.00 (near median its 10-year median of 0.93)
GF Value™: $18.51 vs. price of $24.76 (33.8% above fair value)
Industry Position: 5.3% above the Asset Management median (#946 of 1607)
No single metric tells the full story. See the ADX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Adams Diversified Equity Fund Business Description
Adams Diversified Equity Fund Inc is a diversified investment company. It is an internally managed closed-end fund whose investment objectives are the preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. It invests a majority of its assets in very liquid S&P 500 stocks, and has broad flexibility in the selection of stocks, but maintains a sector-neutral approach. The fund has a diversified equity portfolio that consists of securities of companies from energy, consumer staples, information technology, financials, and other sectors.
57GF Score
Get the complete analysis for ADX
PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ADX has been successfully added to your 
