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IPO Date
Sep 3, 2025

Highlights

Market Cap
$2.34B
Enterprise Value
$16.17B
EPS (TTM)
$1.70
PE Ratio
14.98
Total Revenue (TTM)
$713.66M
Gross Profit (TTM)
$546.72M
EBITDA (TTM)
$477.31M
Year Range
$24.49 - $25.99
ROA (TTM)
1.22%
ROE (TTM)
10.68%

Share Price Chart


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Performance

ADAMH Performance Chart

Adamas Trust, Inc. (ADAMH) is up 3.3% since the beginning of the year. At $25 per share, ADAMH is trading just below its 52-week high of $26.


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S&P 500 Index

Returns By Period


Adamas Trust, Inc.

1D
-0.25%
1M
1.46%
YTD
3.31%
6M
4.42%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ADAMH Monthly Returns History

Based on dividend-adjusted daily data since Sep 3, 2025, ADAMH's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, an investment would double in approximately 6.2 years.

Historically, 70% of months were positive and 30% were negative. The best month was Dec 2025 with a return of +3.9%, while the worst month was Mar 2026 at -1.2%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 1 months.

On a daily basis, ADAMH closed higher 53% of trading days. The best single day was Dec 15, 2025 with a return of +1.1%, while the worst single day was May 19, 2026 at -0.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.08%0.70%-1.19%2.82%0.51%1.57%3.31%
20251.13%-0.10%1.03%3.94%6.09%

Benchmark Metrics

Adamas Trust, Inc. has an annualized alpha of 10.14%, beta of 0.10, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since September 03, 2025.

  • This stock captured 15.32% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -78.36%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.10 may look defensive, but with R2 of 0.07 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
10.14%
Beta
0.10
0.07
Upside Capture
15.32%
Downside Capture
-78.36%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Adamas Trust, Inc. (ADAMH) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ADAMHBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.37

Calmar ratioReturn relative to maximum drawdown

2.78

Martin ratioReturn relative to average drawdown

12.44

Dividends

Dividend History

Adamas Trust, Inc. provided a 9.51% dividend yield over the last twelve months, with an annual payout of $2.42 per share.


4.59%$0.00$0.20$0.40$0.60$0.80$1.00$1.202025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$2.42$1.19

Dividend yield

9.51%4.59%

Monthly Dividends

The table displays the monthly dividend distributions for Adamas Trust, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.62$0.00$0.00$0.62$1.23
2025$0.57$0.00$0.00$0.62$1.19

Dividend Yield & Payout


Dividend Yield

Adamas Trust, Inc. has a dividend yield of 9.51%, which means its dividend payment is significantly above the market average.

Payout Ratio

Adamas Trust, Inc. has a payout ratio of 78.44%, which is quite average when compared to the overall market. This suggests that Adamas Trust, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Adamas Trust, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Adamas Trust, Inc. was 1.81%, occurring on Mar 20, 2026. Recovery took 13 trading sessions.

The current Adamas Trust, Inc. drawdown is 0.25%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-1.81%Mar 2026
2mo 17d20d
3mo 7dJan 2026 - Apr 2026
2026 pullback2026
-1.24%May 2026
8d16d
24dMay 2026 - Jun 2026
2025 pullback2025
-0.97%Sep 2025
1d6d
7dSep 2025 - Sep 2025
2025 pullback2025
-0.89%Oct 2025
2d18d
20dOct 2025 - Oct 2025
2025 pullback2025
-0.85%Oct 2025
1d13d
14dOct 2025 - Nov 2025

Drawdown Indicators


ADAMHBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-1.81%

-56.78%

+54.97%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.25%

-1.80%

+1.55%

Average Drawdown

Average peak-to-trough decline

-0.44%

-10.71%

+10.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Adamas Trust, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Adamas Trust, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ADAMH, comparing it with other companies in the Asset Management industry. Currently, ADAMH has a P/E ratio of 15.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ADAMH relative to other companies in the Asset Management industry. Currently, ADAMH has a P/S ratio of 3.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ADAMH in comparison with other companies in the Asset Management industry. Currently, ADAMH has a P/B value of 2.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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