Deep dive · NasdaqGS: ADAM
Adamas Trust, Inc. stock analysis
Everything behind the call on Adamas Trust, Inc. 6 sections, ordered the way risk stacks up: survival first, quality and price in the middle, context last. The Beacon gives you the read. This is where you check the work.
The five reads
Why the reads disagreeread this before the sections
2 factors lean up and 1 lean down and one side is clearly ahead. The net lands at +3 over 30d, a leaning reading on a dispersion of 0.00, which makes this a question of size rather than of direction.
Leans up · and why
earnings, analyst moves vote up. 4 of 4 independent evidence families agree.
Leans down · and why
sentiment vote down. 0 of 4 families lean the other way.
What it changes
Size, not direction. separately, the tail model puts a very bad day at −5.8%; and the binding position cap is 3.2% — the tail cap is the one that binds.
Global tapeOverseas lean-4.29%
FrankfurtNKZ0-4.29%⏱
Where else this company trades. A closed venue shows its last close, marked ⏱ — not a live price. Overseas lean is the average move across the 1 overseas venue listed above, excluding the home listing — a read on overnight sentiment rather than a signal.
The bottom linestart hereAs of 2026-09-18
Wall Street rating
Hold
+35% to the average target
29% buy · 71% hold · 0% sell
median target $12
median target $12
Chart pattern
Between the averages
The 50-day sits above the 200-day
50-day $9.42 · -5.4%
200-day $8.20 · +8.6%
200-day $8.20 · +8.6%
Earnings
In 40 days
28 Oct 2026
beat 5–6 of the last 8
cohort P(beat) 64% · n=45,184
cohort P(beat) 64% · n=45,184
Valuation
8.4× forward
7th of its own five-year range
5yr median 8×
Dividend
9.99%
Forward annual yield at today's price
Risk flags
1 critical
5 checks run, 1 clear
beta 0.95 · vol 18% ann.
worst drawdown -17%
worst drawdown -17%
New to this? Every metric carries a plain-English read beside it, and an ⓘ next to a label opens the definition. Anything unfamiliar is also defined at the foot of the page under Glossary.
NasdaqGS · USDMortgage REITs
$8.91-0.10 · -1.11%CLOSED · vol 3.24M
52-week range↑ 45% off low · ↓ 4.4% off high
$6.16now $8.91$9.32
Quote Sep 18, 2026 · time not on file
Tape 2026-09-18
Factors 2026-09-18
Tape 2026-09-18
Factors 2026-09-18
01Ratios · Sep 14, 2026
Survival & solvency
and 1 of 5 forensic checks clear.
↳ Plain EnglishBefore anything else: can this company pay its bills? These blocks check the balance sheet, whether your slice of ownership is being diluted, and whether the accounting looks honest.
Piotroski F-score
F 6/7CLEAR
Piotroski F-score 6 of 7. Nine pass/fail tests covering profitability, leverage and operating efficiency; seven or more is strong.
Balance sheetSep 14, 2026
Solvency and liquidity ratios
Leverage · long-term debt / equitythe borrowings that outlive a bad quarter0.06
Your ownership stake
Share-count growth vs peersLOW DILUTION
21st pctile
Where this name's share-count growth ranks among peers. Lower is less dilutive.
Net buyback yieldSHRINKING
0.18%
Buybacks less new issuance, as a share of market value.
Buyback yieldGROSS
0.18%
Repurchases as a share of market value, before new issuance is netted off.
Diluted vs basic share gapTHIN OVERHANG
1.20%
Options and awards already granted, expressed as the gap between the diluted and basic counts.
Accounting forensicsSEC filings
Red-flag x-rayGRADE D
50 / 100
1 critical · 1 watch · 1 clear of 3 scored tests
Red-flag x-ray · every check, passes included
CheckStatusValueWhat it looks for
Bankruptcy distressNAn/aAltman-Z not available · fundamentals
Earnings manipulationNAn/aBeneish-M not available · fundamentals
LeverageCRITICALLTD/E 2.97long-term debt 2.97× equity · fundamentals
Profitability qualityCLEARF 6/7Piotroski F-score 6 of 7 · fundamentals
Filing forensicsWATCH1 flag1 filing red flag on the latest 10-K · forensic
5 checks, 1 clear and 1 watch and 1 critical. The passes are shown because a score built from five checks means something different from one built from three.
02Refreshed · Sep 18, 2026GOOD · 69/100
Business quality
42% net margin, 10% return on equity, +48% revenue growth.
↳ Plain EnglishMargins tell you how much of each sales dollar the company keeps. Return on capital tells you whether reinvesting that money creates value. Both are read against what the filings support, not against a target.
Quality score
69 / 100GOOD
Profitability, growth and balance strength scored separately, then blended.
ProfitabilityRefreshed · Sep 18, 2026
Net marginOF EVERY SALES DOLLAR
42.2%
The share of revenue that survives every cost and becomes profit.
Return on equityPER $1 OF EQUITY
10.4%
Annual return on each dollar of shareholder equity.
Revenue (TTM)+48% YoY
$406.12M
Trailing twelve-month revenue from the latest filings.
Growth & relative strength
Trailing return by period
1 month-10.3%
3 months-0.3%
6 months+21.2%
Year to date+19.8%
1 year+20.4%
Revenue growth (YoY)FAST
+47.7%
Revenue against the same period a year ago.
12-1 momentumEX LAST MONTH
+58.0%
Return over the last year excluding the most recent month — the standard momentum factor, which drops the short-term reversal.
Relative-strength rankTOP 37%
63 / 100
Where this name's 3-month return against the S&P 500 ranks across the market — a quarter's standing, not the year's.
Around earningsJul 29, 2026
P(beat next quarter)COHORT BASE RATE
64%
survivor-tilted universe (currently-listed names; large-cap-skewed coverage)
Beat rate · this nameBEAT 5–6 OF THE LAST 8
6 of 8
Its own record against consensus. 8 prints is a small sample, which is why the cohort rate above carries the probability.
Fell after a beatP(FELL | BEAT)
50%
A beat is not a plan: this share of them still closed lower on the day.
Rose after a missP(ROSE | MISS)
29%
The mirror of the line above, over its own denominator.
Typical earnings moveMEDIAN ABSOLUTE
±3.1%
Unsigned magnitudes from its own prints. Direction is not part of this read.
Reaction: beat vs missData unavailableThe beat-versus-miss reaction gap is not computed for this name — undetermined — needs ≥12 measured beats.
Dividends & income
Dividend yieldforward annual
9.99%
The cash return the payment alone provides at today's price.
Cash coveragefree cash flow
<1x
Whether the payment is funded out of the cash the business generates.
Inventory ledger
Data unavailableNo inventory detail is tagged in this company's filings. The ledger needs the XBRL inventory components, which a business without physical goods does not report.
Segments & geography
Data unavailableRevenue by segment and region is not on file for this name, so product and geographic concentration are not shown.
Pattern reliability · platform-wide cohortSnapshot · Sep 18, 2026
Sideways
HorizonHigherMedianObservations
10d47%0.0%1,473,236
21d49%0.0%691,862
63d51%+0.2%218,831
slope +0.05 over 40 bars
Spinning top
HorizonHigherMedianObservations
10d49%0.0%194,401
21d49%0.0%91,724
63d50%0.0%29,221
small body, shadows both sides
Ascending triangle · leans bullish
HorizonHigherMedianObservations
10d50%0.0%643,427
21d51%+0.2%302,356
63d53%+0.5%95,587
flat resistance, rising support
Rsi oversold · leans bullish
HorizonHigherMedianObservations
10d46%0.0%224,994
21d48%0.0%106,081
63d50%0.0%33,395
RSI 30 ≤ 30
037TH OF ITS 5-YEAR RANGE
Price & timing
Price $8.91, 8.4× forward earnings, RSI 29.
↳ Plain EnglishA multiple is what the market charges for a dollar of this company's earnings, cash or revenue; the trend and the options tape say what the price is doing around it. Together they are the timing picture, not the quality one.
Trend
Mixed1 OF 3 AVERAGES
50-day $9.42 · 200-day $8.20. Price above both is the structural definition of an uptrend.
The setup right now
Price · 504 sessions2024-09-16 → 2026-09-18
price50-day200-day
How to read this
Down 1.11% on the session.
Follow the solid line: each point is a session close. Compare it to the 50-day average — while price stays above it the short-term trend is up, and a drop below is the first structural warning.
Momentum (RSI-14)OVERSOLD
29
030 oversold70 hot100
Where momentum sits on a 0–100 scale. Above 70 is overbought, below 30 oversold; the middle says the move has room either way.
Typical day (ATR-14)±2.2%
$0.19
The average true range — how far this stock moves on an ordinary day. It sets the scale a stop has to clear.
MACDBELOW SIGNAL
-0.01
The short-term trend against its own signal line. The sign is the read; the size is not a target.
Bollinger position5% OF RANGE
Lower band
Where price sits inside its own volatility band. The edges are where a move is stretched, not where it reverses.
20-day VWAPPRICE BELOW
$9.52
The volume-weighted average of the last month. Price above it means recent buyers are, on average, in profit.
Chandelier exitBROKEN
$9.65
A volatility-based trailing stop, set a few average ranges below the recent high.
28 Oct 2026 · in 40 daysNext earningsThe next scheduled catalyst. The forward guide usually moves the tape more than the printed number. Date as the vendor last stated it on 28 Aug; companies confirm about three weeks ahead, so it can still move.
2026-09-25 · in 7 daysConsumer SentimentA scheduled macro release. It moves this stock independently of anything the company does.
Setup & oddsNightly
Direction oddsnext 12m
54 / 46cohort n=21,623
A lean, not a forecast. These are the cohort's odds — comparable names over the window — not this stock's own history.
Pullback riskoverstretch read
In line0.98× segment rate · n=736
Historically, mid names in this tape state saw a ≥10% pullback within 63 trading days in 78% of cases (n=736).
Overstretchvs the 20-day mean
-1.5σ
How many standard deviations price sits from its 20-day mean. Beyond 2σ is genuinely stretched; inside it is ordinary.
Bottom zoneif it breaks down
$9 – $93 supports
Where prior demand appeared: Pivot low at $8.97, S1 at $8.94, Pivot low at $8.60.
Slide scorefalling-knife check
95 / 100Falling knife
A composite of consecutive down days, gap risk and volume expansion. Low means any decline is orderly.
Signal
The odds lean, the stretch qualifies it.
Historically, names tripping 0 validated red flags finished lower 12 months later in 46% of cases (n=21,623) — a survivor-biased floor, not a forecast.
Valuation
Earnings yield vs cashABOVE CASH
7.98pp
The earnings yield clears the risk-free rate, so the current return alone competes with cash.
Multiples
Forward P/Eearnings expected over the next 12 months8.4×5yr median 8×
Trailing P/Eearnings already reported7.7×7th of its 5yr range
PEG ratioP/E divided by growth; near 1 reads fair for the growth0.03
Price / salesprice against revenue, before any of it becomes profit2.3×5yr median 4.5×
Price / bookprice against the accounting value of the assets0.6×
0 of the 5 priced multiples above sit in the richer half of its band. Each priced multiple is read against this stock's own history where a five-year range is on file, so the question is whether today is dear for this name rather than for the market. The multiples are computed separately from the quote above and are not re-priced as it moves, so they can lag it.
Price horizon & timingSep 17, 2026
Entryzone of pivot low + S1
$8.96In zone deep
Where the composer's entry sits, on its own stated basis.
TargetRound + sma 50 + vwap 50
$9.42$9–$9
A zone, not a price. It is where the composer expects supply, not a forecast.
StopTucked under the entry zone
$8.45risk $0.51/sh
The level that says the setup is wrong, on the basis named beside it.
Risk / rewardtarget vs stop
0.89:1flagged low
Less reward than risk at these levels. The composer publishes it rather than hiding it, because a sub-1 ratio is the argument against the trade.
Measure from a price$
To the 50-day
+5.7%
short-term trend line · $9.42
To the 200-day
-7.9%
primary trend line · $8.20
To the composer's target
+5.7%
Round + sma 50 + vwap 50 · set Sep 17, 2026 · $9.42
To the composer's stop
-5.1%
Tucked under the entry zone · set Sep 17, 2026 · $8.45
To the 52-week high
+4.6%
highest print of the past year · $9.32
To the 52-week low
-30.9%
lowest print of the past year · $6.16
A typical day (ATR)
$8.72 – $9.10
±$0.19 average true range
Type any price to re-measure every distance from it. Each row is a level this page already states somewhere else, so nothing here is a new number — and none of it is a recommendation to trade at that price.
Signal
Less reward than risk at this level.
Entry $8.96 · stop $8.45 · target $9.42, a 0.89:1 ratio. The composer flagged: fair-value reference, low reward to risk.
Gamma mapChain · Sep 19, 2026
Options tapeLast snapshot before the 2026-06-18 expiry · Chain · Sep 19, 2026
Max pain-72.3%
$2.50
The strike where most open options would have expired worthless on the last snapshot. That expiry has passed; the next chain read replaces it.
Put / call ratio (volume)TODAY'S FLOW
0.47
Today's traded flow rather than the standing position. It moves faster and means less.
Largest open interest · front expiry
StrikeTypeOpen interest
Large call interest above the price acts as a magnet and a ceiling; large put interest below is a floor of hedges. The biggest strike is the level the market is most committed to defending into the next expiry.
Open interest by strikeexpires 2026-06-18 (expired)CallsPutsMax pain $2.50
0
$15.00
00
$12.50
00
$10.00
00
$7.50
00
$5.00
00
$2.50
0
The shaded row is the strike nearest the price. Heavy call interest above acts as a ceiling; heavy put interest below is a floor of hedges.
↑ 52-week high$9.32+3.4%The highest print of the past year.Old highs draw profit-taking on the first attempt.
◇ Max pain$2.50-72.3%Where most open options expire worthless.Price often drifts toward it into the close of the expiry week.
↓ 50-day average$9.42+4.5%The line the short-term trend is measured against.A close beneath it is the first structural warning.
0413F quarterly · Form 4 dailyNET SIGNAL +3
Ownership & flow
Institutions hold 57%, short interest is 3.72% of float, and 3 analysts average $12.
↳ Plain EnglishWho is buying and selling, and what they had to disclose. Institutions file 13F 45 days after quarter end, executives file Form 4 within two days, and Congress discloses under the STOCK Act with a 30–45 day legal lag. Every one of those is a look backwards.
Net signal
+3LEANING · 30d
2 bull / 1 bear factors. The points sum to the net beside the label; nothing here is weighted after the fact.
The QTick signalNightly
Analyst moves90D · TIMING
+1
2 price-target raises in 90d
Earnings4 QUARTERS · TIMING
+3
latest EPS beat by 21%
Sentiment1–30D · TIMING
-1
7d sentiment depressed (33/100)
Signal
2 bull / 1 bear factors
Independent factors scored and netted to +3 over 30d, a leaning reading. 3 of 9 factors carried a direction; the others scored zero and do not vote. The signal describes where the data leans, not what to do about it.
Cross-category readSep 18, 2026
Signal
4 of 4 families lean up.
Descriptive only — a decorrelated read of where the evidence agrees and conflicts, not a forecast and not advice. Patterns are condition lists, not outcome predictions, and are not yet validated to the proof bar. Dispersion of 0.00 means the disagreement is real but not a split decision.
Wall Street3 covering firms
Consensus rating3 ANALYSTS
Hold
29% buy · 71% hold · 0% sell, as a share of the 3 covering firms.
Median price target+35%
$12
$8now $9$24
A $8–$24 spread across the panel. A twelve-month view, and a wide spread means real disagreement rather than a consensus.
Forward EPS estimateCONSENSUS
$1.25
What the panel expects the company to earn per share.
Recent analyst moves · last 90 days
FirmTargetDirectionRank
Jones Trading$10→50/100
Jones Trading$10→50/100
Jones Trading$10→50/100
Jones Trading$10→50/100
UBS$10↑52/100
Jones Trading$10↑50/100
Upgrades, downgrades and target changes from covering firms. A cluster of moves in one direction matters more than any single target; the rank is the firm's own credibility score, or a dash below the scoring floor.
Who owns it13F quarterly · Form 4 daily
Institutional ownershipRETAIL-HEAVY
56.5%
The share held by 13F filers. It describes last quarter's positioning, not today's — filings land up to 45 days after quarter end.
Insider ownershipOFFICERS & DIRECTORS
7.5%
The share held by the people running the company.
Short interest (float)LIGHT
3.72%
The share of the tradable float sold short.
Free float93% OF SHARES
83.82M
Shares actually available to trade, excluding insider and restricted holdings.
Dollar volume (ADV)61st PCTILE
$6.89M/day
Average dollars traded per day, and where that ranks cross-sectionally. Thin liquidity is a cost you pay on the way out, not just on the way in.
Borrow feeData unavailableWe do not license securities-lending data, so the annualized cost of borrowing shares to short is not something we can show. Short interest and days-to-cover above are the closest read we can source.
Insider filings · Form 4
InsiderTradeAmountPlanTraded
Norcutt Steven G · DirectorAwardnot on file—19 Jun
Greenberg Audrey · DirectorAwardnot on file—19 Jun
Pendergast Lisa A · DirectorAwardnot on file—19 Jun
Clement Michael B. · DirectorAwardnot on file—19 Jun
Cheng Gena · DirectorAwardnot on file—19 Jun
Mumma Steven R · DirectorAwardnot on file—19 Jun
Executives must file within two business days. Sales on pre-set 10b5-1 plans are scheduled months ahead and carry little signal; tax withholding, exercises and awards are compensation mechanics, not trades; the open-market lines are the ones to read.
The story · news & sentimentRolling window
Why it moved todayPEER COMOVE
-1.11%
ADAM fell −1.11% since the last close alongside 3 of 3 peers (median 1.48%) — a sector/market move, not company-specific.
News tone · 7-day—
33 / 100
Headline polarity over the window, scored from news articles. Above 60 leans positive, below 40 negative. Colour, not a signal.
Newswire · 44 stories
WhenHeadlineSourceTone
Sep 11Adamas Trust's (ADAM) "Buy" Rating Reiterated at JonesTrading - marketbeat.commarketbeat.comnot scored
Sep 10Adamas Trust sets four cash payouts for Oct. 15 - Stock TitanStock Titannot scored
Sep 8Implied Volatility Surging for Adamas Trust Stock OptionsZacksnot scored
Sep 8Implied Volatility Surging for Adamas Trust Stock Options - TradingViewTradingViewnot scored
Sep 7Adamas Trust (NASDAQ:ADAMZ) Shows Strong Growth Momentum on Navellier's Checklist - ChartMillChartMillnot scored
Sep 6Bank of New York Mellon Corp Invests $4.66 Million in Adamas Trust, Inc. $ADAM - MarketBeatMarketBeatnot scored
Sep 5Adamas Trust Inc (ADAM) Financials FY2025: Revenue $601.9M, Net Income $149.0M - Stock TitanStock Titannot scored
Sep 2Are Finance Stocks Lagging Interactive Brokers (IBKR) This Year?Zacksnot scored
Coverage published around the move, newest first. Nothing here measures causation — only the why-it-moved card above is matched to the tape by timestamp.
Congress
Data unavailableNo congressional trades in this name have been disclosed under the STOCK Act. Lawmakers' disclosed trades cluster heavily in large caps, so an empty list is the usual state.
050 graded callsORDINARY VOLATILITY
Risk & track record
Beta 0.95, 18% annual volatility, a -17% worst drawdown, and 4 of 8 risk surfaces clear.
↳ Plain EnglishWhat owning it does to a portfolio, what the model votes against, and how often our own calls have been right. Every call is graded when it resolves, and the ones still open stay visible.
A very bad day (EVT)
−5.8%1-IN-200 DAY
Fitted to the tail of the return distribution rather than assuming a bell curve. Size the position so a day like this is survivable.
What it does to a portfolio5-year window
Beyond the tail (ES)1-IN-1,000 DAY
−11.8%
The average loss on a 1-in-1,000 day or worse — deeper in the tail than the 1-in-200 figure above and further than the measured history reaches, so it reads as the scale of a crash, not a forecast of one.
Tail understatementNEAR-NORMAL
1.6×
A normal-curve estimate understates this name's worst days by about 1.6×, so volatility alone is the wrong risk measure for it.
Max drawdownWORST FALL
-17.1%
The deepest peak-to-trough fall in the measured window. Only hold a position you can watch do this.
Beta (vs the market)IN LINE
0.95
Moves about 1.0× the market over the past year.
Annualized volatilityORDINARY
18%
How far it swings over a year, from its own realized returns.
Tactical phaseNIGHTLY READ
Falling knife
Selling pressure79
Buying pressure0
Overheat0
State: falling_knife — Still breaking lower without consolidation — a fresh swing-low printed and no basing pattern has formed yet.
What votes againstNightly
LowSentiment7d sentiment depressed (33/100)1–30d · -1
Signal
1 of 9 factors vote against.
Ranked by the size of each factor's own point contribution to the net signal — these are the model's stated reasons, not a written bear case. Each one is scored from the source named beside it.
Failure modes · by company type
Data unavailableFailure modes are routed per company type, and only the bank-run and crypto-treasury rulebooks are validated so far. This name routes as growth, so there is no cohort-specific checklist to run. A generic list would read as analysis without being any.
The risk case · why not to buy8 surfaces · nightly
Suggested position capmax defensible size
3.2%tail cap binds
max defensible size 3.2% - tail binds
Avoid score6-month distress
1.0%0.1× its cohort · mid-volume names
Observational 6-month large-drawdown risk ranking — not a forecast, not alpha. Historical distress rate for this mid-volume names segment: 8.7%. This name reads 0.1× that base rate.
LowDistress screenThe distress model did not score this name in the latest run, so this surface is unmeasured rather than clear.Not scored
MedPosition size, not conviction, is the binding constrainthalf-Kelly 55.0% · tail cap 3.2% · category cap 54.6%. The tail cap binds, so 3.2% is the number (n=140,733). We show which one binds rather than the friendliest.Sizing
LowLottery-ticket behaviourIts best 21-day return sits at 1.0% against a 10.8% cohort 90th-percentile threshold — below the line where forward returns have historically turned negative.Behaviour
LowCash runwayNon-burner: catastrophe rate 6.1% (n=297414).Solvency
LowPost-earnings driftDrift odds at full strength (+2.24% / 63-day spread reference from measured post-earnings drift).Timing
LowDividend riskNot scored for this name.Not scored
LowRestatement historyFiling history is not deep enough to check for restatements.Not scored
LowCrowded shortNot in a warn state: the crowded-short model only publishes when short interest and thin liquidity coincide, and neither condition is met here.Not scored
Signal
4 of 8 surfaces clear.
8 surfaces checked, 4 clear. The binding constraint is position size — the tail cap is the one that binds. Each row states which surface it is and what it measured; a surface that could not be scored says so rather than counting as clear.
Who should skip it
Skip it if any of these is you
You'd be buying into earnings
A report lands in 40 days.
Our track record0 resolved
Track recordBUILDING IN THE OPEN
14 logged
14 calls logged on this name, 0 resolved so far. Calls are logged the moment they are made, so the open ones are public before anyone knows how they turn out, and a hit-rate is not published until enough of them resolve.
Calls on ADAMTHIS NAME
14
This name's own call count. Too few have resolved to publish a rate over them, so none is shown rather than a rate over 0.
0610-K disclosed linksMORTGAGE REITS
The wider context
5 mapped peers, 2 connections.
↳ Plain EnglishCompanies do not trade alone. This is the peer set, the supply chain that has to deliver, and the macro variables that move the stock regardless of company news.
Rate sensitivity
-119.7% per +1ppMEASURED
Measured against the 10-year yield: a one-point move in the yield has come with about a 119.7% move here, independent of company news.
Versus peersLatest session
Peer set · 5 names
SymbolRelationshipPriceSession
NLYPeer$21.05-1.22%
AGNCPeer$9.87-0.40%
STWDPeer$14.94-0.93%
RITMPeer$9.35-1.48%
BXMTPeer$13.27-1.70%
The mapped peer set and how each traded in the latest session. A peer moving with this name says the move is the sector's; one moving against it says the move is this company's.
Time machineHistory from 2023-06-01
Signal
2 of 4 backward windows are positive.
Look-back returns describe what happened, not what is likely. They are here to set the scale a future move would be measured on.
Macro driversRolling window
Next macro catalystIN 7 DAYS
Consumer Sentiment
2026-09-25. A scheduled release that moves this stock independently of anything the company does.
Events · what moves this stockSep 16, 2026
Core PCE (the Fed's gauge) is due in 11 days.
Core PCE (the Fed's gauge)Usually hurts when inflation runs hotter than expectedThese trusts hold mortgages, and those holdings lose value the moment rates jump.
Typical for the Mortgage REITs industry
On the day 0.0% · A week later -0.8% · Two weeks later +0.1% · Rose on 20 of 39 report days
Across the last 39 Core PCE (the Fed's gauge) reports since Jun 28, 2023, ADAM moved 0.0% on average on the day and was 0.1% higher two weeks later. The S&P 500 moved +0.2% on those days.
PCE inflation is due in 11 days.
PCE inflationUsually hurts when inflation runs hotter than expectedThese trusts hold mortgages, and those holdings lose value the moment rates jump.
Typical for the Mortgage REITs industry
On the day 0.0% · A week later -0.8% · Two weeks later +0.1% · Rose on 20 of 39 report days
Across the last 39 PCE inflation reports since Jun 28, 2023, ADAM moved 0.0% on average on the day and was 0.1% higher two weeks later. The S&P 500 moved +0.2% on those days.
Core inflation (core CPI)Usually hurts when inflation runs hotter than expected
These trusts hold mortgages, and those holdings lose value the moment rates jump.
Typical for the Mortgage REITs industry
On the day +0.4% · A week later +0.9% · Two weeks later +0.3% · Rose on 23 of 38 report days
Across the last 38 Core inflation (core CPI) reports since Jun 12, 2023, ADAM moved +0.4% on average on the day and was 0.3% higher two weeks later. The S&P 500 moved +0.3% on those days.
FOMC decisionUsually hurts when the Fed sounds more hawkish than expected
Mortgage holdings lose value the moment rates jump.
Typical for the Mortgage REITs industry
On the day -0.2% · A week later -0.7% · Two weeks later +0.9% · Rose on 15 of 38 report days
Across the last 38 FOMC decision reports since Jul 1, 2023, ADAM moved -0.2% on average on the day and was 0.9% higher two weeks later. The S&P 500 moved -0.1% on those days.
Inflation (CPI)Usually hurts when inflation runs hotter than expected
These trusts hold mortgages, and those holdings lose value the moment rates jump.
Typical for the Mortgage REITs industry
On the day +0.4% · A week later +0.9% · Two weeks later +0.3% · Rose on 23 of 38 report days
Across the last 38 Inflation (CPI) reports since Jun 12, 2023, ADAM moved +0.4% on average on the day and was 0.3% higher two weeks later. The S&P 500 moved +0.3% on those days.
Initial jobless claimsUsually helps when more people file for benefits than expected
Lower rates ease property companies' heavy borrowing costs.
Typical for the Real Estate sector
On the day 0.0% · A week later +0.2% · Two weeks later +0.2% · Rose on 81 of 169 report days
Across the last 169 Initial jobless claims reports since Jun 8, 2023, ADAM moved 0.0% on average on the day and was 0.2% higher two weeks later. The S&P 500 moved 0.0% on those days.
Producer prices (PPI)Usually hurts when producer prices run hotter than expected
These trusts hold mortgages, and those holdings lose value the moment rates jump.
Typical for the Mortgage REITs industry
On the day +0.3% · A week later +0.7% · Two weeks later +0.5% · Rose on 23 of 39 report days
Across the last 39 Producer prices (PPI) reports since Jun 12, 2023, ADAM moved +0.3% on average on the day and was 0.5% higher two weeks later. The S&P 500 moved +0.3% on those days.
Job openings (JOLTS) is due in 10 days.
Job openings (JOLTS)Usually hurts when job openings come in higher than expectedStrong jobs push rates up, and property companies borrow heavily.
Typical for the Real Estate sector
On the day -0.7% · A week later +0.5% · Two weeks later +1.0% · Rose on 15 of 38 report days
Across the last 38 Job openings (JOLTS) reports since Jul 5, 2023, ADAM moved -0.7% on average on the day and was 1.0% higher two weeks later. The S&P 500 moved 0.0% on those days.
Customer momentum
Data unavailableCustomer momentum needs listed customers that disclose a revenue dependence on this company, and none is on file. The connections below are a different map: competitors and partners, most of them curated rather than filed.
Connections2 links · none confirmed
Direct connections · 2 edges
CompanyRelationSessionProvenance
ARCC · Competitorcompetitor-1.27%Rumored · manual
BK · Suppliersupplier+7.61%Rumored · manual
0 of 2 edges are named in a filing; the rest come from reporting we have not matched to one yet, and are labelled as such.
Glossary · every term on this page
Survival
Altman Z
Bankruptcy-risk score. Above 3.0 is the safe band.
Piotroski F
Nine pass/fail health tests; 7 or more is strong.
Beneish M
Accrual and growth pattern screen. Clear below −2.22, watch to −1.78, elevated above; a year of very fast revenue growth lifts it by construction.
Merton DTD
Standard deviations of asset value between the company and its debt.
EDF
Default frequency calibrated on what actually happened to similar names.
Price & tape
RSI-14
Momentum gauge 0–100. Above 70 is overbought, below 30 oversold.
ATR
Average true range — the size of a typical day.
VWAP
20-day volume-weighted average price — the average paid over the last month; the page shows no intraday VWAP.
Supertrend
A trend-following stop line. A close through it flips the read.
Chandelier
A trailing stop set a few average ranges below the recent high.
Options & flow
Gamma / GEX
Dealer hedging pressure. Negative gamma amplifies moves both ways.
Call / put wall
The strikes with the heaviest open interest; they act as ceiling and floor.
Max pain
The strike where most options expire worthless.
13F · Form 4
Institutional filings, 45 days after quarter end. Insider trades, within two days.
Scoring
Composite signal
Independent factors scored and netted into one number.
Hit-rate
Share of past calls that resolved in the direction stated.
Brier score
Calibration measure. Lower means stated probabilities track reality.
HHI
Concentration 0–10,000. Above 2,500 means one segment carries the company.
EVT
Fits the tail rather than assuming a bell curve, so bad days are not understated.