Adams Diversified Equity FundADX +1.21%57 PEG Ratio is 1.76 as of Jun. 28, 2026, which is 48% above its 10-year median of 1.19. 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 494 Asset Management companies, Adams Diversified Equity Fund ranks worse than 51.21% on this metric.
PE Ratio without NRI / 5-Year Book Value Growth Rate*
* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
The historical rank and industry rank for Adams Diversified Equity Fund's PEG Ratio or its related term are showing as below:
ADX'
s PEG Ratio Range Over the Past 10 Years
Min: 0.33 Med: 1.19 Max: 15.48
Current: 1.76
During the past 13 years, Adams Diversified Equity Fund's highest PEG Ratio was 15.48. The lowest was 0.33. And the median was 1.19.
ADX's PEG Ratio is ranked worse than 51.21% of 494
companies
in the Asset Management industry
Industry Median: 1.72
vs ADX: 1.76
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Adams Diversified Equity Fund (NYSE:ADX) PEG Ratio Explanation
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.
Adams Diversified Equity Fund PEG Ratio Related Terms
Adams Diversified Equity Fund PEG 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 PEG Ratio, along with its competitors' market caps and PEG 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 PEG Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Adams Diversified Equity Fund's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Adams Diversified Equity Fund's PEG Ratio falls into.
* 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.
* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
Adams Diversified Equity Fund (ADX) has a PEG Ratio of 1.76 as of Jun. 28, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Adams Diversified Equity Fund and its competitors. This is 48% above median its historical median of 1.19. Over the past decade, Adams Diversified Equity Fund's PEG Ratio has ranged from 0.33 to 15.48. According to the industry distribution chart, Adams Diversified Equity Fund ranks #253 out of 494 companies in the Asset Management industry, placing it in the top 51.2%.
Is Adams Diversified Equity Fund's PEG Ratio too high?
Adams Diversified Equity Fund's current PEG Ratio of 1.76 is 48% above median its 10-year median of 1.19. Over the past 10 years, this metric has ranged from a low of 0.33 to a high of 15.48. The Asset Management industry median PEG Ratio is 1.72. Adams Diversified Equity Fund's value of 1.76 is 2.3% above this industry median. Based on the distribution chart, Adams Diversified Equity Fund ranks #253 out of 494 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 PEG Ratio compare to FSK and UTF?
According to the Asset Management industry distribution chart, Adams Diversified Equity Fund ranks #253 out of 494 companies for PEG Ratio. This places Adams Diversified Equity Fund in the lower half of its industry. The industry median PEG Ratio is 1.72. Adams Diversified Equity Fund's value of 1.76 is 2.3% above this benchmark. Historically, Adams Diversified Equity Fund's own PEG Ratio has ranged from 0.33 to 15.48 over the past decade. While the company's 10-year median is 1.19 vs. the industry median of 1.72, 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 PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 494 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Adams Diversified Equity Fund's current PEG Ratio of 1.76 is 2.3% 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 PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Adams Diversified Equity Fund and its competitors. For the Asset Management industry, the median PEG Ratio is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Adams Diversified Equity Fund's current PEG Ratio is 1.76, which is 48% above median its own 10-year median of 1.19. 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 $25.06 — trading 35.4% above its estimated fair value. The current PEG Ratio is 1.76, which is 48% above median its 10-year median of 1.19 and 2.3% above the Asset Management industry median of 1.72. 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 PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Adams Diversified Equity Fund (ADX), the current PEG Ratio is 1.76 as of Jun. 28, 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 $25.06 is trading 35.4% above its estimated GF Value™ of $18.51.
GuruFocus considers Adams Diversified Equity Fund to be Significantly Overvalued.
Key valuation signals for ADX:
PEG Ratio: 1.76 (48% above median its 10-year median of 1.19)
GF Value™: $18.51 vs. price of $25.06 (35.4% above fair value)
Industry Position: 2.3% above the Asset Management median (#253 of 494)
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
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