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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$20.07 -0.28 (-1.38%)
As of 02:53 PM Eastern
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ADX vs. OBDC, FSK, DNP, PTY, USA, NUV, RVT, GAB, STEW, and OXLC

Should you be buying Adams Diversified Equity Fund stock or one of its competitors? The main competitors of Adams Diversified Equity Fund include Blue Owl Capital (OBDC), FS KKR Capital (FSK), DNP Select Income Fund (DNP), PIMCO Corporate & Income Opportunity Fund (PTY), Liberty All-Star Equity Fund (USA), Nuveen Municipal Value Fund (NUV), Royce Value Trust (RVT), The Gabelli Equity Trust (GAB), SRH Total Return Fund (STEW), and Oxford Lane Capital (OXLC). These companies are all part of the "financial services" industry.

Adams Diversified Equity Fund vs.

Blue Owl Capital (NYSE:OBDC) and Adams Diversified Equity Fund (NYSE:ADX) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their community ranking, risk, earnings, dividends, profitability, valuation, analyst recommendations, institutional ownership and media sentiment.

Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 10.1%. Adams Diversified Equity Fund pays an annual dividend of $3.38 per share and has a dividend yield of 16.6%. Blue Owl Capital pays out 95.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Blue Owl Capital has increased its dividend for 2 consecutive years.

In the previous week, Blue Owl Capital had 13 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 17 mentions for Blue Owl Capital and 4 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.72 beat Blue Owl Capital's score of 1.11 indicating that Adams Diversified Equity Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blue Owl Capital
6 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Blue Owl Capital has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Capital$725.01M10.33$753.61M$1.559.45
Adams Diversified Equity Fund$564.12M4.24N/AN/AN/A

Blue Owl Capital has a net margin of 37.26% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 12.38% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital37.26% 12.38% 5.37%
Adams Diversified Equity Fund N/A N/A N/A

42.8% of Blue Owl Capital shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 0.1% of Blue Owl Capital shares are held by company insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Blue Owl Capital has a beta of 0.71, suggesting that its stock price is 29% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500.

Blue Owl Capital currently has a consensus price target of $15.64, suggesting a potential upside of 6.78%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, research analysts clearly believe Blue Owl Capital is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
3 Strong Buy rating(s)
3.00
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Adams Diversified Equity Fund received 122 more outperform votes than Blue Owl Capital when rated by MarketBeat users. However, 66.67% of users gave Blue Owl Capital an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
Blue Owl CapitalOutperform Votes
24
66.67%
Underperform Votes
12
33.33%
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%

Summary

Blue Owl Capital beats Adams Diversified Equity Fund on 13 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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ADX vs. The Competition

MetricAdams Diversified Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$2.39B$7.02B$11.64B$19.70B
Dividend Yield16.72%6.78%5.46%3.84%
P/E RatioN/A3.5822.8435.13
Price / Sales4.2422.0727.5934.12
Price / CashN/A7.5117.6217.51
Price / BookN/A0.912.854.78
Net IncomeN/A$66.51M$1.04B$1.02B
7 Day Performance1.04%0.49%1.72%1.62%
1 Month Performance14.02%5.98%9.94%13.00%
1 Year Performance0.87%0.79%538.82%5.59%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$20.07
-1.4%
N/A+1.1%$2.36B$564.12M0.0030Positive News
OBDC
Blue Owl Capital
3.6539 of 5 stars
$14.40
+3.6%
$15.75
+9.4%
-11.5%$7.36B$665.75M9.41N/ANews Coverage
Positive News
High Trading Volume
FSK
FS KKR Capital
1.8338 of 5 stars
$20.61
+3.5%
$20.08
-2.5%
+6.9%$5.77B$664M10.96N/APositive News
DNP
DNP Select Income Fund
N/A$9.66
+0.3%
N/A+11.7%$3.57B$851.71M0.00590Positive News
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$13.84
+0.4%
N/A-3.1%$2.51B$230.95M0.00147,000Positive News
USA
Liberty All-Star Equity Fund
N/A$6.67
+2.2%
N/A-2.0%$1.81B$259.99M0.00N/AUpcoming Earnings
NUV
Nuveen Municipal Value Fund
N/A$8.69
-0.3%
N/A-0.3%$1.80B$200.53M0.00640
RVT
Royce Value Trust
N/A$15.01
+4.0%
N/A-0.1%$1.73B$9.80M0.0050Positive News
GAB
The Gabelli Equity Trust
N/A$5.72
+2.2%
N/A+3.2%$1.72B$203.01M0.00N/ADividend Announcement
STEW
SRH Total Return Fund
N/A$17.60
+1.5%
N/A+21.6%$1.70B$550.34M0.00N/AHigh Trading Volume
OXLC
Oxford Lane Capital
2.0687 of 5 stars
$4.83
+1.0%
N/A-15.1%$1.67B$194.42M5.82601News Coverage
Positive News

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This page (NYSE:ADX) was last updated on 5/21/2025 by MarketBeat.com Staff
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