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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$26.14 -0.15 (-0.57%)
As of 03:58 PM Eastern

ADX vs. SF, EVR, FDS, JEF, and VIRT

Should you buy Adams Diversified Equity Fund stock or one of its competitors? Adams Diversified Equity Fund's main competitors and comparable companies include Stifel Financial (SF), Evercore (EVR), FactSet Research Systems (FDS), Jefferies Financial Group (JEF), and Virtu Financial (VIRT). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Adams Diversified Equity Fund compare to Stifel Financial?

Stifel Financial (NYSE:SF) and Adams Diversified Equity Fund (NYSE:ADX) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, profitability, risk, earnings, dividends and media sentiment.

82.0% of Stifel Financial shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 3.4% of Stifel Financial shares are owned by company insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Stifel Financial has a beta of 0.98, meaning that its share price is 2% less volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, meaning that its share price is 1% more volatile than the broader market.

In the previous week, Stifel Financial had 18 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 20 mentions for Stifel Financial and 2 mentions for Adams Diversified Equity Fund. Stifel Financial's average media sentiment score of 1.39 beat Adams Diversified Equity Fund's score of 1.13 indicating that Stifel Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Stifel Financial
18 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Stifel Financial has a net margin of 16.11% compared to Adams Diversified Equity Fund's net margin of 0.00%. Stifel Financial's return on equity of 19.22% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Stifel Financial16.11% 19.22% 2.36%
Adams Diversified Equity Fund N/A N/A N/A

Stifel Financial has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Stifel Financial$5.53B2.23$683.78M$5.5914.60
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Stifel Financial currently has a consensus target price of $91.90, indicating a potential upside of 12.60%. Given Stifel Financial's stronger consensus rating and higher possible upside, analysts plainly believe Stifel Financial is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Stifel Financial
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Stifel Financial pays an annual dividend of $1.36 per share and has a dividend yield of 1.7%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. Stifel Financial pays out 24.3% of its earnings in the form of a dividend. Stifel Financial has raised its dividend for 9 consecutive years.

Summary

Stifel Financial beats Adams Diversified Equity Fund on 12 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Evercore?

Evercore (NYSE:EVR) and Adams Diversified Equity Fund (NYSE:ADX) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, media sentiment, dividends, risk, analyst recommendations, institutional ownership, valuation and earnings.

In the previous week, Evercore had 3 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 5 mentions for Evercore and 2 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.13 beat Evercore's score of -0.07 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
Evercore
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Adams Diversified Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

86.2% of Evercore shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 3.5% of Evercore shares are held by insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Evercore currently has a consensus target price of $380.67, suggesting a potential upside of 27.74%. Given Evercore's stronger consensus rating and higher possible upside, equities analysts plainly believe Evercore is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Evercore has a beta of 1.49, indicating that its share price is 49% more volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, indicating that its share price is 1% more volatile than the broader market.

Evercore has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$3.86B2.99$591.92M$17.6916.85
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Evercore has a net margin of 15.74% compared to Adams Diversified Equity Fund's net margin of 0.00%. Evercore's return on equity of 39.11% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.11% 18.05%
Adams Diversified Equity Fund N/A N/A N/A

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. Evercore pays out 20.1% of its earnings in the form of a dividend. Evercore has increased its dividend for 18 consecutive years.

Summary

Evercore beats Adams Diversified Equity Fund on 12 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to FactSet Research Systems?

Adams Diversified Equity Fund (NYSE:ADX) and FactSet Research Systems (NYSE:FDS) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, profitability, analyst recommendations, media sentiment, earnings, risk, valuation and dividends.

Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.5%. FactSet Research Systems pays out 30.6% of its earnings in the form of a dividend. FactSet Research Systems has increased its dividend for 27 consecutive years.

In the previous week, FactSet Research Systems had 19 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 21 mentions for FactSet Research Systems and 2 mentions for Adams Diversified Equity Fund. FactSet Research Systems' average media sentiment score of 1.42 beat Adams Diversified Equity Fund's score of 1.13 indicating that FactSet Research Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FactSet Research Systems
18 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

FactSet Research Systems has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
FactSet Research Systems$2.32B4.62$597.04M$15.1819.86

FactSet Research Systems has a net margin of 23.21% compared to Adams Diversified Equity Fund's net margin of 0.00%. FactSet Research Systems' return on equity of 30.68% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity FundN/A N/A N/A
FactSet Research Systems 23.21%30.68%15.43%

Adams Diversified Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the broader market. Comparatively, FactSet Research Systems has a beta of 0.71, suggesting that its stock price is 29% less volatile than the broader market.

28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by company insiders. Comparatively, 1.2% of FactSet Research Systems shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

FactSet Research Systems has a consensus target price of $257.57, suggesting a potential downside of 14.54%. Given FactSet Research Systems' stronger consensus rating and higher probable upside, analysts plainly believe FactSet Research Systems is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
1.83

Summary

FactSet Research Systems beats Adams Diversified Equity Fund on 13 of the 16 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Jefferies Financial Group?

Adams Diversified Equity Fund (NYSE:ADX) and Jefferies Financial Group (NYSE:JEF) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, media sentiment, institutional ownership, risk, dividends, analyst recommendations, earnings and valuation.

Jefferies Financial Group has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
Jefferies Financial Group$10.82B0.99$710.47M$3.5815.47

In the previous week, Jefferies Financial Group had 24 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 26 mentions for Jefferies Financial Group and 2 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.13 beat Jefferies Financial Group's score of 1.12 indicating that Adams Diversified Equity Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Jefferies Financial Group
18 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Jefferies Financial Group has a consensus price target of $62.63, indicating a potential upside of 13.10%. Given Jefferies Financial Group's stronger consensus rating and higher probable upside, analysts clearly believe Jefferies Financial Group is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

Jefferies Financial Group has a net margin of 7.58% compared to Adams Diversified Equity Fund's net margin of 0.00%. Jefferies Financial Group's return on equity of 9.23% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity FundN/A N/A N/A
Jefferies Financial Group 7.58%9.23%1.31%

Adams Diversified Equity Fund has a beta of 1.01, indicating that its stock price is 1% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.52, indicating that its stock price is 52% more volatile than the broader market.

28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by insiders. Comparatively, 19.9% of Jefferies Financial Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. Jefferies Financial Group pays out 44.7% of its earnings in the form of a dividend. Jefferies Financial Group has raised its dividend for 2 consecutive years.

Summary

Jefferies Financial Group beats Adams Diversified Equity Fund on 12 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Virtu Financial?

Virtu Financial (NYSE:VIRT) and Adams Diversified Equity Fund (NYSE:ADX) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, dividends, risk, valuation, profitability, analyst recommendations and media sentiment.

45.8% of Virtu Financial shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 46.8% of Virtu Financial 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Virtu Financial had 8 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 10 mentions for Virtu Financial and 2 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.13 beat Virtu Financial's score of 0.79 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
Virtu Financial
3 Very Positive mention(s)
4 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Virtu Financial has a beta of 0.62, suggesting that its share price is 38% less volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, suggesting that its share price is 1% more volatile than the broader market.

Virtu Financial has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtu Financial$3.63B2.76$468.36M$6.0210.73
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Virtu Financial presently has a consensus target price of $58.80, indicating a potential downside of 8.94%. Given Virtu Financial's stronger consensus rating and higher possible upside, equities research analysts clearly believe Virtu Financial is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtu Financial
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.57
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Virtu Financial has a net margin of 13.50% compared to Adams Diversified Equity Fund's net margin of 0.00%. Virtu Financial's return on equity of 49.06% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Virtu Financial13.50% 49.06% 4.28%
Adams Diversified Equity Fund N/A N/A N/A

Virtu Financial pays an annual dividend of $0.96 per share and has a dividend yield of 1.5%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. Virtu Financial pays out 15.9% of its earnings in the form of a dividend.

Summary

Virtu Financial beats Adams Diversified Equity Fund on 11 of the 15 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 ADX 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 FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$3.20B$5.70B$14.21B$23.48B
Dividend Yield7.37%7.39%5.89%3.73%
P/E RatioN/A31.5826.1529.42
Price / SalesN/A1,272.85524.2619.76
Price / CashN/A48.0638.3732.15
Price / BookN/A1.982.137.60
Net IncomeN/A$419.47M$1.32B$1.07B
7 Day Performance0.65%-0.53%0.24%-0.07%
1 Month Performance0.45%0.61%1.56%-0.43%
1 Year Performance20.02%7.62%12.06%13.24%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$26.14
-0.6%
N/A+21.4%$3.20BN/AN/A30
SF
Stifel Financial
4.6576 of 5 stars
$80.50
-0.4%
$91.90
+14.2%
+8.7%$12.14B$5.86B14.409,000
EVR
Evercore
4.998 of 5 stars
$289.13
-0.3%
$380.67
+31.7%
-4.7%$11.19B$3.86B16.352,570
FDS
FactSet Research Systems
3.8138 of 5 stars
$300.21
-1.7%
$253.00
-15.7%
-15.5%$10.68B$2.32B19.7812,800
JEF
Jefferies Financial Group
4.6589 of 5 stars
$51.98
+0.1%
$62.63
+20.5%
-15.2%$10.07B$10.82B14.527,787

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This page (NYSE:ADX) was last updated on 9/4/2026 by MarketBeat.com Staff.
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