Price
No data yet.
Social Signal Score
Revenue
$151.75M+1057.04%Company Profile
- CEO
- James Phillip Haynie
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- 30
- Beta
- 0.92
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 130.09
Financials
Revenue
$151.75M+1057.0%Net Income
$320.68M+259.3%EBITDA
$320.68M+90.1%Free Cash Flow
$0.00-100.0%EPS (diluted)
$2.57+157.0%Shares Outstanding (diluted)
124.93M+35.8%Operating Expenses
$7.31MCash & Debt
$23.61MReturn of Capital
$0.00Dividend per Share
$0.50Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $202.69M | $480.65M | $3.92 |
| 2024 | $331.10M | $549.57M | $4.62 |
| 2023 | $173.82M | $552.92M | $4.57 |
| 2022 | $-458.78M | $-471.12M | $-3.99 |
| 2021 | $638.99M | $625.09M | $5.59 |
| 2020 | $361.70M | $349.95M | $3.21 |
| 2019 | $490.69M | $478.76M | $4.40 |
| 2018 | $-51.61M | $-61.67M | $-0.67 |
| 2017 | $382.90M | $373.53M | $3.77 |
| 2016 | $106.20M | $117.60M | $1.00 |
| 2015 | $101.43M | $11.59M | $0.12 |
| 2014 | $27.71M | $188.55M | $1.96 |
| 2013 | $27.53M | $326.81M | $3.47 |
| 2012 | $24.94M | $146.10M | $1.57 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ADX's reported EPS growth of 7.3% a year over 13 years.
- EPS in 5 years
- $5.58
- Implied price
- $33.47
- Return from $25.79
- 5.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $16.64 — -35.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 2 | 4 | 6 | 8 | 10 |
|---|---|---|---|---|---|
| -2.7% | -23.3% | -11.9% | -4.5% | 1.2% | 5.8% |
| 2.3% | -19.4% | -7.4% | 0.4% | 6.4% | 11.2% |
| 7.3% | -15.4% | -2.9% | 5.4% | 11.6% | 16.7% |
| 12.3% | -11.5% | 1.7% | 10.3% | 16.8% | 22.1% |
| 17.3% | -7.5% | 6.2% | 15.2% | 22.0% | 27.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100+25.00%Social Signal Score
Mentions (3)
- Newsseekingalpha.com·3d ago·Neutral
How To Potentially Retire In Your 40s Not everyone wants to or needs to retire early. After all, a 9-5 day job brings steady income, a sense of purpose and discipline, and keeps one engaged in physical and mental activity. Still, one size does not fit all. There would be many folks who like the idea of retiring from a 9-5 job in their 40s or early 50s and pursuing something they have always dreamt about. We will discuss what it really takes to retire early and how to go about investing for early
View source ↗ - Newsseekingalpha.com·39d ago·Positive
ADX: The 8% Payout Is Not What Worries Me Adams Diversified Equity Fund is rated HOLD due to a historically narrow 1.75% discount, limiting upside for new buyers. ADX's 2024 managed-distribution policy is supported by portfolio returns, with 91% of payouts from long-term capital gains and NAV rising despite distributions. The portfolio closely tracks the S&P 500 sector weights but is more actively managed, with 68.1% turnover and selective stock overweights.
View source ↗ - Newsseekingalpha.com·53d ago·Negative
ADX: My Preferred Income Play In An Overpriced Market Income investors tend to be underweight large-cap growth factor, including the lucrative AI world. One way this gets addressed is via covered call funds, which come with certain risks and negatives. ADX can offer a more complete solution.
View source ↗
Insider trading
Open-market buys and sells by ADX officers and directors.
- Bought
- $118k
- Sold
- $555k
7 trades
3 trades
- Kerns Janis F.bought
- Kerns Janis F.bought
- Kerns Janis F.bought
- Kerns Janis F.bought
- Nelson Jane Musserbought
- Escherich Frederic Asold
- Escherich Frederic Asold
- Escherich Frederic Asold
90 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in ADX.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.