ADX (Adams Diversified Equity Fund) Risk Assessment


ADX Adams Diversified Equity Fund Inc ADX
58 GF Score
Price $26.11
GF Value $18.51
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Adams Diversified Equity Fund Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Adams Diversified Equity Fund is: No Data: Cannot be evaluated.

Adams Diversified Equity Fund  (NYSE:ADX) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Adams Diversified Equity Fund Risk Assessment Related Terms

ADX vs UTF, CSQ, DBRG: Risk Assessment Comparison

For the Asset Management subindustry, Adams Diversified Equity Fund's Risk Assessment, along with its competitors' market caps and Risk Assessment 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 Risk Assessment vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Adams Diversified Equity Fund's Risk Assessment distribution charts can be found below:

* The bar in red indicates where Adams Diversified Equity Fund's Risk Assessment falls into.


ADX
58GF Score
Adams Diversified Equity Fund Inc ADX
Risk Assessment is just one metric. See GF Score™, valuation, warning signs, and more.
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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 $26.11 is trading 41.1% above its estimated GF Value™ of $18.51. GuruFocus considers Adams Diversified Equity Fund to be Significantly Overvalued.

Key valuation signals for ADX:

  • Risk Assessment:
  • GF Value™: $18.51 vs. price of $26.11 (41.1% above fair value)
  • GF Score™: 58/100 with 8 warning signs

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

Address 500 East Pratt Street, Suite 1300, Baltimore, MD, USA, 21202
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.
58GF Score

Get the complete analysis for ADX

Risk Assessment is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$26.11
Price
$18.51
GF Value