Aptus Drawdown Managed Equity ETF (ADME) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Aptus Drawdown Managed Equity ETF (ADME) trades at $56.12 with AI Score 47/100 (Grade C). Aptus Drawdown Managed Equity ETF (ADME) aims for capital appreciation while actively managing drawdown risk through hedging strategies. Market cap: $295M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for ADME: ADME does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ADME against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ADME: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Aptus Drawdown Managed Equity ETF (ADME) Financial Services Profile
Aptus Drawdown Managed Equity ETF (ADME) seeks capital appreciation with a focus on drawdown risk management through hedging. The fund employs a yield + growth framework for equity selection, targeting companies demonstrating strong growth, momentum, value, and yield characteristics within the broader financial services sector.
What Is the Investment Thesis for ADME?
The Aptus Drawdown Managed Equity ETF (ADME), with a market capitalization of $295M and a beta of 0.90, presents a compelling investment option for investors seeking capital appreciation with downside protection. The fund's yield + growth framework for equity selection, combined with its active drawdown management strategy, offers a differentiated approach compared to traditional equity ETFs. Key value drivers include the fund's ability to generate consistent returns while mitigating risk during market volatility. Upcoming catalysts include the potential for increased investor demand for drawdown-managed equity strategies in the current market environment. However, potential risks include the cost of hedging strategies impacting overall returns and the potential for underperformance during periods of strong market growth. ADME's success hinges on its ability to effectively balance growth and risk management, delivering consistent returns while protecting capital during market downturns.
Based on FMP financials and quantitative analysis
ADME Key Highlights
Market Cap of $295M indicates a relatively small but potentially nimble ETF.
- Beta of 0.90 suggests lower volatility compared to the broader market, aligning with the fund's drawdown management objective.
- The fund's focus on yield + growth companies indicates a strategy targeting both income and capital appreciation.
- Active drawdown management through hedging differentiates ADME from passive equity ETFs.
- No dividend yield reflects a focus on capital appreciation rather than income generation.
Who Are ADME's Competitors?
ADME is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BSEP Innovator U.S. Equity Buffer ETF | $53.86 | -0.02% | $217M | 47 |
| BUSA Brandes U.S. Value ETF | $42.31 | -0.02% | $309M | 47 |
| DUBS Aptus Large Cap Enhanced Yield ETF | $42.76 | -0.82% | $389M | 47 |
| GAPR FT Vest U.S. Equity Moderate Buffer ETF - April | $42.28 | -0.20% | $236M | 50 |
| GNOV FT Vest U.S. Equity Moderate Buffer ETF - November | $42.48 | -0.16% | $297M | 47 |
| SSSS SuRo Capital Corp. | $11.46 | -0.17% | $299M | 73 |
| EFTY Etoiles Capital Group Co., Ltd. | $15.02 | +0.00% | $302M | 68 |
| LEGO Legato Merger Corp. | $10.00 | +0.10% | $313M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ADME's Key Strengths?
Focus on drawdown management provides downside protection.
- Yield + growth framework targets both income and capital appreciation.
- Experienced investment team with expertise in risk management.
- Transparent and liquid ETF structure.
What Are ADME's Weaknesses?
Hedging strategies can reduce overall returns.
- Potential for underperformance during strong market rallies.
- Relatively small market capitalization compared to larger ETFs.
- Dependence on the expertise of the investment team.
What Could Drive ADME Stock Higher?
Increased market volatility driving demand for drawdown management.
- Rising interest rates potentially favoring value and yield stocks.
- Potential for new partnerships with financial advisory firms.
- Launch of new ETF products targeting specific market segments.
What Are the Key Risks for ADME?
Hedging costs can reduce overall returns.
- Underperformance during strong market rallies.
- Competition from other ETF providers.
- Changes in market volatility impacting hedging effectiveness.
- Economic downturns negatively impacting equity valuations.
What Are the Growth Opportunities for ADME?
- Expansion of Drawdown Management Strategies: The increasing volatility in the financial markets is driving demand for drawdown management strategies. ADME can capitalize on this trend by expanding its marketing efforts and educating investors on the benefits of downside protection. The market for risk-managed investment solutions is estimated to grow to $10 trillion by 2030, presenting a significant opportunity for ADME to increase its assets under management.
- Increased Adoption of Factor-Based Investing: Factor-based investing is gaining traction among institutional and retail investors. ADME's yield + growth framework aligns with this trend, positioning it to attract investors seeking exposure to specific investment factors. The global factor-based investing market is projected to reach $3.4 trillion by 2028, offering ADME a substantial growth opportunity.
- Strategic Partnerships with Financial Advisors: Partnering with financial advisors can provide ADME with access to a wider pool of potential investors. Financial advisors play a crucial role in guiding investors' asset allocation decisions, and ADME can leverage these relationships to promote its drawdown management and factor-based investment strategies. The financial advisory market is estimated to generate $100 billion in revenue annually, highlighting the potential for ADME to benefit from strategic partnerships.
- Development of New ETF Products: ADME can expand its product offerings by developing new ETFs that target specific market segments or investment themes. This could include ETFs focused on specific sectors, geographies, or investment factors. The ETF market is constantly evolving, and ADME can maintain its competitive edge by innovating and introducing new products that meet the changing needs of investors. The global ETF market is projected to reach $15 trillion by 2027, indicating significant growth potential.
- Geographic Expansion: ADME can explore opportunities to expand its operations into new geographic markets. This could involve launching ETFs in international markets or partnering with local distributors to reach investors in specific regions. The global asset management industry is becoming increasingly interconnected, and ADME can benefit from diversifying its geographic footprint. Emerging markets, in particular, offer significant growth potential for asset managers.
What Are ADME's Competitive Advantages?
- Proprietary yield + growth framework for equity selection.
- Active drawdown management strategy provides downside protection.
- Experienced investment team with expertise in risk management.
- Established track record of managing equity portfolios.
What Does ADME Do?
Aptus Drawdown Managed Equity ETF (ADME) was created to provide investors with capital appreciation while simultaneously mitigating drawdown risk. The fund achieves this through a combination of strategic equity selection and hedging techniques. The ETF's investment strategy centers around a yield + growth framework, where potential equity holdings are rigorously evaluated based on their growth prospects, market momentum, intrinsic value, and dividend yield. This multi-faceted approach aims to identify companies with strong fundamentals and the potential for sustained growth. ADME's focus on drawdown management distinguishes it from traditional equity ETFs. By actively hedging its positions, the fund seeks to limit potential losses during market downturns, offering investors a degree of downside protection. The ETF's portfolio construction process involves a quantitative screening process to identify companies that meet Aptus's criteria for growth, momentum, value, and yield. This process is complemented by fundamental analysis to assess the long-term viability and growth potential of each potential holding. ADME operates within the asset management industry, providing investors with a managed equity solution designed to balance growth and risk management.
What Products and Services Does ADME Offer?
- Provide capital appreciation for investors.
- Manage drawdown risk through hedging strategies.
- Select equity holdings using a yield + growth framework.
- Favor companies with strong growth potential.
- Prioritize companies with positive market momentum.
- Seek companies with attractive valuations.
- Target companies that offer a dividend yield.
How Does ADME Make Money?
- Generate revenue through management fees charged on assets under management (AUM).
- Employ a quantitative screening process to identify potential equity holdings.
- Utilize fundamental analysis to assess the long-term viability of investments.
- Actively manage risk through hedging strategies.
What Industry Does ADME Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. ETFs have gained significant popularity due to their low cost and diversification benefits. Within this landscape, ADME differentiates itself by focusing on drawdown management, catering to investors seeking downside protection. The industry is also experiencing a shift towards factor-based investing, where funds are constructed based on specific investment factors such as value, growth, and momentum. ADME's yield + growth framework aligns with this trend, positioning it to capture investor interest in factor-based strategies. Competitors include firms offering similar drawdown management or factor-based equity strategies.
Who Are ADME's Key Customers?
- Retail investors seeking capital appreciation and drawdown protection.
- Financial advisors looking for managed equity solutions for their clients.
- Institutional investors seeking to diversify their portfolios and manage risk.
- High-net-worth individuals seeking wealth preservation strategies.
Key Financial Metrics
Return on equity for Aptus Drawdown Managed Equity ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. ADME trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
How Aptus Drawdown Managed Equity ETF Is Valued
Aptus Drawdown Managed Equity ETF carries a market capitalization of $295M, placing it in the micro-cap category. Relative to its peer group, ADME's quantitative score of 47/100 is roughly in line with the peer average of 48/100.
ADME Financials
Bull Case vs Bear Case
Bull Case
- Focus on drawdown management provides downside protection.
- Yield + growth framework targets both income and capital appreciation.
- Experienced investment team with expertise in risk management.
- Transparent and liquid ETF structure.
Bear Case
- Hedging strategies can reduce overall returns.
- Potential for underperformance during strong market rallies.
- Relatively small market capitalization compared to larger ETFs.
- Dependence on the expertise of the investment team.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
ADME Latest News
No recent news available for ADME.
ADME Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ADME.
Price Targets
Wall Street price target analysis for ADME.
ADME MoonshotScore
What does this score mean?
The MoonshotScore rates ADME 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Aptus Drawdown Managed Equity ETF (ADME) — Financial Services
What does the AI Score mean for ADME?
ADME holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Aptus Drawdown Managed Equity ETF (ADME) aims for capital appreciation while actively managing drawdown risk through hedging strategies. The ETF selects equity holdings based on a yield + growth …
What does Aptus Drawdown Managed Equity ETF do?
The Aptus Drawdown Managed Equity ETF (ADME) is designed to provide investors with capital appreciation while actively managing drawdown risk. The fund achieves this by strategically selecting equity holdings based on a yield + growth framework, focusing on companies that exhibit strong growth potential, positive market momentum, attractive valuations, and a dividend yield.
What are the main risks for ADME?
The main risks for ADME include the potential for hedging costs to reduce overall returns, the possibility of underperformance during strong market rallies, and competition from other ETF providers. Changes in market volatility can also impact the effectiveness of the fund's hedging strategies. Furthermore, economic downturns can negatively impact equity valuations, potentially leading to losses for the fund.
What are the key factors to evaluate for ADME?
Aptus Drawdown Managed Equity ETF (ADME) holds an AI score of 47/100 (low). The Aptus Drawdown Managed Equity ETF (ADME), with a market capitalization of $295M and a beta of 0.90, presents a compelling investment option for investors seeking capital appreciation with downside protection. Not financial advice.
How frequently does ADME data refresh on this page?
ADME's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven ADME's recent stock price performance?
Aptus Drawdown Managed Equity ETF (ADME) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on drawdown management provides downside protection. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ADME overvalued or undervalued right now?
Aptus Drawdown Managed Equity ETF (ADME) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research ADME before investing?
Before investing in Aptus Drawdown Managed Equity ETF (ADME), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding ADME to a portfolio?
Key strength of Aptus Drawdown Managed Equity ETF (ADME): Focus on drawdown management provides downside protection. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending, which may provide further insights into the fund's performance and risk profile.
- The fund's past performance is not indicative of future results.
- Investors should consult with a financial advisor before making any investment decisions.