ADX (Adams Diversified Equity Fund) ROC (Joel Greenblatt) %: % (As of Dec. 2025)


ADX Adams Diversified Equity Fund Inc ADX
58 GF Score
Price $25.78
GF Value $18.51
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Adams Diversified Equity Fund ROC (Joel Greenblatt) %?

Adams Diversified Equity Fund ADX +0.73% 58 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates ADX with a GF Score™ of 58/100 and a GF Value™ of $18.51 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 628 Asset Management companies, Adams Diversified Equity Fund ranks worse than 159235.51% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

ADX
58GF Score
Adams Diversified Equity Fund Inc ADX
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Adams Diversified Equity Fund (ADX) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Adams Diversified Equity Fund and its competitors. According to the industry distribution chart, Adams Diversified Equity Fund ranks #999999 out of 628 companies in the Asset Management industry.
Is Adams Diversified Equity Fund's ROC (Joel Greenblatt) % too high?
Adams Diversified Equity Fund's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Adams Diversified Equity Fund ranks #999999 out of 628 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Adams Diversified Equity Fund has a GF Score™ of 58/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Adams Diversified Equity Fund's ROC (Joel Greenblatt) % compare to UTF and CSQ?
According to the Asset Management industry distribution chart, Adams Diversified Equity Fund ranks #999999 out of 628 companies for ROC (Joel Greenblatt) %. This places Adams Diversified Equity Fund in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.66. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.66, based on 628 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Adams Diversified Equity Fund and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Adams Diversified Equity Fund's current ROC (Joel Greenblatt) % is %. 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 $25.78 — trading 39.3% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. Adams Diversified Equity Fund's overall GF Score™ is 58/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Adams Diversified Equity Fund (ADX), the current ROC (Joel Greenblatt) % is % as of Dec. 2025. 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 $25.78 is trading 39.3% above its estimated GF Value™ of $18.51. GuruFocus considers Adams Diversified Equity Fund to be Significantly Overvalued.

Key valuation signals for ADX:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: $18.51 vs. price of $25.78 (39.3% 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

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$25.78
Price
$18.51
GF Value