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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$20.28 +0.24 (+1.20%)
(As of 12/20/2024 04:32 PM ET)

ADX vs. FSK, OBDC, DNP, PTY, RVT, OXLC, BCAT, STEW, CET, and MFIC

Should you be buying Adams Diversified Equity Fund stock or one of its competitors? The main competitors of Adams Diversified Equity Fund include FS KKR Capital (FSK), Blue Owl Capital (OBDC), DNP Select Income Fund (DNP), PIMCO Corporate & Income Opportunity Fund (PTY), Royce Value Trust (RVT), Oxford Lane Capital (OXLC), BlackRock Capital Allocation Term Trust (BCAT), SRH Total Return Fund (STEW), Central Securities (CET), and MidCap Financial Investment (MFIC). These companies are all part of the "financial services" industry.

Adams Diversified Equity Fund vs.

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

Adams Diversified Equity Fund has a beta of 1.01, indicating that its share price is 1% more volatile than the S&P 500. Comparatively, FS KKR Capital has a beta of 1.25, indicating that its share price is 25% more volatile than the S&P 500.

Adams Diversified Equity Fund received 67 more outperform votes than FS KKR Capital when rated by MarketBeat users. Likewise, 53.09% of users gave Adams Diversified Equity Fund an outperform vote while only 49.07% of users gave FS KKR Capital an outperform vote.

CompanyUnderperformOutperform
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%
FS KKR CapitalOutperform Votes
79
49.07%
Underperform Votes
82
50.93%

In the previous week, Adams Diversified Equity Fund and Adams Diversified Equity Fund both had 9 articles in the media. Adams Diversified Equity Fund's average media sentiment score of 0.64 beat FS KKR Capital's score of -0.07 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
3 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FS KKR Capital
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

FS KKR Capital has a consensus target price of $20.25, indicating a potential downside of 4.88%. Given FS KKR Capital's stronger consensus rating and higher possible upside, analysts plainly believe FS KKR Capital 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
FS KKR Capital
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 0.3% of FS KKR Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Adams Diversified Equity Fund pays an annual dividend of $2.50 per share and has a dividend yield of 12.3%. FS KKR Capital pays an annual dividend of $2.56 per share and has a dividend yield of 12.0%. FS KKR Capital pays out 136.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

FS KKR Capital has a net margin of 29.98% compared to Adams Diversified Equity Fund's net margin of 0.00%. FS KKR Capital's return on equity of 12.31% 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
FS KKR Capital 29.98%12.31%5.47%

FS KKR Capital has lower revenue, but higher earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity Fund$639.96M3.93N/AN/AN/A
FS KKR Capital$607M9.82$696M$1.8811.32

Summary

FS KKR Capital beats Adams Diversified Equity Fund on 9 of the 15 factors compared between the two stocks.

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$2.52B$8.38B$11.03B$19.18B
Dividend Yield12.15%6.75%9.79%3.60%
P/E RatioN/A0.4428.1741.26
Price / Sales3.9314.8247.4217.60
Price / CashN/A7.0330.4221.28
Price / BookN/A0.882.745.32
Net IncomeN/A$73.96M$1.03B$989.88M
7 Day Performance-1.02%-2.96%-2.88%-3.54%
1 Month Performance-9.59%-2.31%-2.87%-3.68%
1 Year Performance15.89%3.73%11.33%12.14%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$20.28
+1.2%
N/A+16.8%$2.52B$639.96M0.0030
FSK
FS KKR Capital
1.2659 of 5 stars
$21.46
-0.1%
$20.25
-5.6%
+7.8%$6.01B$607M11.43N/ANews Coverage
OBDC
Blue Owl Capital
1.6143 of 5 stars
$15.15
-0.9%
$15.86
+4.7%
+0.8%$5.91B$1.58B9.50N/ANews Coverage
DNP
DNP Select Income Fund
N/A$9.25
-0.4%
N/A+8.8%$3.31B$-131,428,204.000.00590Dividend Announcement
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.54
flat
N/A+6.9%$2.23B$211.84M0.00147,000
RVT
Royce Value Trust
N/A$15.87
-0.1%
N/A+10.8%$1.83BN/A0.0050
OXLC
Oxford Lane Capital
2.5686 of 5 stars
$5.25
+0.2%
N/A+4.5%$1.82B$194.42M3.75601Ex-Dividend
Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$16.01
-0.1%
N/A+2.4%$1.72B$211.29M0.00147,000
STEW
SRH Total Return Fund
N/A$16.35
-0.2%
N/A+16.7%$1.58BN/A0.00N/A
CET
Central Securities
N/A$46.80
+0.5%
N/A+21.9%$1.33B$300.48M0.006
MFIC
MidCap Financial Investment
2.297 of 5 stars
$13.55
-1.2%
$14.71
+8.6%
-1.2%$1.27B$121.29M8.79N/ANews Coverage
Positive News

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This page (NYSE:ADX) was last updated on 12/21/2024 by MarketBeat.com Staff
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