Adams Diversified Equity Fund Beta
Adams Diversified Equity fundamentals help investors to digest information that contributes to Adams Diversified's financial success or failures. It also enables traders to predict the movement of Adams Fund. The fundamental analysis module provides a way to measure Adams Diversified's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Adams Diversified fund.
Adams |
Adams Diversified Equity Fund Beta Analysis
Adams Diversified's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Adams Diversified Beta | 0.96 |
Most of Adams Diversified's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Adams Diversified Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
CompetitionIn accordance with the recently published financial statements, Adams Diversified Equity has a Beta of 0.96. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The beta for all United States funds is notably lower than that of the firm.
Adams Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Adams Diversified's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Adams Diversified could also be used in its relative valuation, which is a method of valuing Adams Diversified by comparing valuation metrics of similar companies.Adams Diversified is currently under evaluation in beta among similar funds.
Adams Diversified returns are very sensitive to returns on the market. As the market goes up or down, Adams Diversified is expected to follow.
Adams Fundamentals
| Return On Equity | -9.85 | |||
| Return On Asset | 0.53 | |||
| Operating Margin | 59.24 % | |||
| Current Valuation | 1.81 B | |||
| Shares Outstanding | 111.03 M | |||
| Shares Owned By Insiders | 8.18 % | |||
| Shares Owned By Institutions | 20.68 % | |||
| Number Of Shares Shorted | 684.16 K | |||
| Price To Earning | 4.93 X | |||
| Price To Book | 0.77 X | |||
| Price To Sales | 50.73 X | |||
| Revenue | 34.01 M | |||
| Gross Profit | 32.96 M | |||
| Net Income | (229.81 M) | |||
| Cash And Equivalents | 246.37 K | |||
| Debt To Equity | 0.10 % | |||
| Current Ratio | 0.94 X | |||
| Book Value Per Share | 20.06 X | |||
| Short Ratio | 3.16 X | |||
| Earnings Per Share | 3.15 X | |||
| Number Of Employees | 15 | |||
| Beta | 0.96 | |||
| Market Capitalization | 2.09 B | |||
| Total Asset | 961.26 M | |||
| Retained Earnings | (107.99 M) | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 4.15 % | |||
| One Year Return | 24.29 % | |||
| Three Year Return | 12.43 % | |||
| Five Year Return | 14.19 % | |||
| Last Dividend Paid | 0.2 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Adams Fund
Adams Diversified financial ratios help investors to determine whether Adams Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Adams with respect to the benefits of owning Adams Diversified security.
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