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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$25.78 -0.14 (-0.52%)
Closing price 09/24/2026 03:59 PM Eastern
Extended Trading
$25.81 +0.02 (+0.10%)
As of 09/24/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

ADX vs. SF, XP, EVR, FDS, and HLI

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), XP (XP), Evercore (EVR), FactSet Research Systems (FDS), and Houlihan Lokey (HLI). 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 superior stock? We will compare the two businesses based on the strength of their dividends, risk, analyst recommendations, media sentiment, profitability, institutional ownership, earnings and valuation.

In the previous week, Stifel Financial had 6 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 7 mentions for Stifel Financial and 1 mentions for Adams Diversified Equity Fund. Stifel Financial's average media sentiment score of 0.86 beat Adams Diversified Equity Fund's score of 0.00 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
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Stifel Financial$5.86B1.80$683.78M$5.5912.52
Adams Diversified Equity FundN/AN/AN/AN/AN/A

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 pays an annual dividend of $1.36 per share and has a dividend yield of 1.9%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.4%. 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.

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

Stifel Financial currently has a consensus price target of $91.90, indicating a potential upside of 31.28%. Given Stifel Financial's stronger consensus rating and higher probable upside, equities 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

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 XP?

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

XP has a net margin of 27.20% compared to Adams Diversified Equity Fund's net margin of 0.00%. XP's return on equity of 22.19% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
XP27.20% 22.19% 1.33%
Adams Diversified Equity Fund N/A N/A N/A

XP currently has a consensus price target of $23.00, suggesting a potential upside of 12.09%. Given XP's stronger consensus rating and higher probable upside, analysts clearly believe XP is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
XP
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, XP had 4 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 5 mentions for XP and 1 mentions for Adams Diversified Equity Fund. XP's average media sentiment score of 0.95 beat Adams Diversified Equity Fund's score of 0.00 indicating that XP is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
XP
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

59.2% of XP shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

XP has a beta of 1.08, meaning that its stock price is 8% more volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, meaning that its stock price is 1% more volatile than the broader market.

XP pays an annual dividend of $0.40 per share and has a dividend yield of 1.9%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.4%. XP pays out 20.9% of its earnings in the form of a dividend.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
XP$3.30B3.35$925.91M$1.9110.74
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Summary

XP beats Adams Diversified Equity Fund on 11 of the 14 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 stock? We will compare the two businesses based on the strength of their valuation, institutional ownership, analyst recommendations, profitability, dividends, risk, media sentiment and earnings.

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.4%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.4%. Evercore pays out 20.1% of its earnings in the form of a dividend. Evercore has raised its dividend for 18 consecutive years.

In the previous week, Evercore had 2 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 3 mentions for Evercore and 1 mentions for Adams Diversified Equity Fund. Evercore's average media sentiment score of 0.49 beat Adams Diversified Equity Fund's score of 0.00 indicating that Evercore is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
1 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Adams Diversified Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Evercore presently has a consensus target price of $380.67, suggesting a potential upside of 48.26%. 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)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64
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 higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$3.86B2.58$591.92M$17.6914.51
Adams Diversified Equity FundN/AN/AN/AN/AN/A

86.2% of Evercore shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 3.5% of Evercore 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.

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

Summary

Evercore beats Adams Diversified Equity Fund on 13 of the 15 factors compared between the two stocks.

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

FactSet Research Systems (NYSE:FDS) 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 analyst recommendations, earnings, valuation, dividends, media sentiment, risk, profitability and institutional ownership.

FactSet Research Systems pays an annual dividend of $4.64 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 7.4%. 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FactSet Research Systems$2.32B4.16$597.04M$15.1817.88
Adams Diversified Equity FundN/AN/AN/AN/AN/A

In the previous week, FactSet Research Systems had 9 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 10 mentions for FactSet Research Systems and 1 mentions for Adams Diversified Equity Fund. FactSet Research Systems' average media sentiment score of 0.65 beat Adams Diversified Equity Fund's score of 0.00 indicating that FactSet Research Systems is being referred to more favorably in the media.

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

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
FactSet Research Systems23.21% 30.68% 15.43%
Adams Diversified Equity Fund N/A N/A N/A

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

FactSet Research Systems currently has a consensus price target of $266.36, indicating a potential downside of 1.84%. Given FactSet Research Systems' stronger consensus rating and higher probable upside, equities research analysts clearly believe FactSet Research Systems is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
1.89
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

91.2% of FactSet Research Systems shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 1.2% of FactSet Research Systems 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, large money managers and hedge funds believe a stock will outperform the market over the long term.

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 Houlihan Lokey?

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

Houlihan Lokey has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Houlihan Lokey$2.62B3.37$425.70M$5.9521.45
Adams Diversified Equity FundN/AN/AN/AN/AN/A

In the previous week, Houlihan Lokey had 5 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 6 mentions for Houlihan Lokey and 1 mentions for Adams Diversified Equity Fund. Houlihan Lokey's average media sentiment score of 0.30 beat Adams Diversified Equity Fund's score of 0.00 indicating that Houlihan Lokey is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Houlihan Lokey
0 Very Positive mention(s)
5 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Adams Diversified Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

78.1% of Houlihan Lokey shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 22.5% of Houlihan Lokey 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 large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.2%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.4%. Houlihan Lokey pays out 47.1% of its earnings in the form of a dividend. Houlihan Lokey has raised its dividend for 9 consecutive years.

Houlihan Lokey currently has a consensus price target of $166.38, indicating a potential upside of 30.35%. Given Houlihan Lokey's stronger consensus rating and higher possible upside, equities research analysts plainly believe Houlihan Lokey is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Houlihan Lokey has a net margin of 16.10% compared to Adams Diversified Equity Fund's net margin of 0.00%. Houlihan Lokey's return on equity of 20.20% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Houlihan Lokey16.10% 20.20% 11.71%
Adams Diversified Equity Fund N/A N/A N/A

Houlihan Lokey has a beta of 0.96, meaning that its share price is 4% 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.

Summary

Houlihan Lokey beats Adams Diversified Equity Fund on 12 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$3.21B$5.31B$13.70B$23.09B
Dividend Yield7.30%7.49%5.95%3.61%
P/E RatioN/A29.3524.9527.93
Price / SalesN/A1,212.46509.1521.70
Price / CashN/A47.8746.1238.70
Price / BookN/A3.502.704.65
Net IncomeN/A$417.39M$1.32B$1.07B
7 Day Performance0.33%-0.27%-0.74%-1.32%
1 Month Performance-0.35%-2.50%-2.19%-5.42%
1 Year Performance17.04%4.87%9.06%7.64%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$25.79
-0.5%
N/A+15.8%$3.21BN/AN/A30
SF
Stifel Financial
4.7287 of 5 stars
$76.59
-1.8%
$91.90
+20.0%
-6.6%$11.56B$5.53B13.719,000
XP
XP
4.8252 of 5 stars
$19.59
0.0%
$23.00
+17.4%
+6.9%$10.53B$8.42B10.258,069
EVR
Evercore
4.9993 of 5 stars
$269.80
-2.1%
$380.67
+41.1%
-24.5%$10.44B$3.86B15.252,570
FDS
FactSet Research Systems
3.8036 of 5 stars
$284.49
+2.7%
$266.36
-6.4%
-5.2%$10.12B$2.44B18.7412,800

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This page (NYSE:ADX) was last updated on 9/25/2026 by MarketBeat.com Staff.
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