MAX
Company Analysis Axos Financial
1. Summary
Advantages
- Price (94.55 $) is less than fair price (95.63 $)
- The stock's return over the last year (37.69%) is higher than the sector average (-2.73%).
- Current debt level 1.5% is below 100% and has decreased over 5 years from 3.45%.
Disadvantages
- Dividends (0%) are below the sector average (2.69%).
- The company's current efficiency (ROE=16.15%) is lower than the sector average (ROE=87.85%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Axos Financial | Financials | Index | |
|---|---|---|---|
| 7 days | -1.9% | -9.1% | -0.6% |
| 90 days | 13.5% | -6.6% | 2.7% |
| 1 year | 37.7% | -2.7% | 12.7% |
AX vs Sector: Axos Financial has outperformed the "Financials" sector by 40.42% over the past year.
AX vs Market: Axos Financial has outperformed the market by 24.99% over the past year.
Stable price: AX is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: AX with weekly volatility of 0.72% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Below fair price: The current price (94.55 $) is lower than the fair price (95.63 $).
Price not significantly lower than the fair price: The current price (94.55 $) is slightly lower than the fair price by 1.1%.
5.2. P/E
P/E vs Sector: The company's P/E (13.09) is lower than that of the sector as a whole (97.11).
P/E vs Market: The company's P/E (13.09) is lower than that of the market as a whole (73.05).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (2.11) is lower than that of the sector as a whole (8.59).
P/BV vs Market: The company's P/BV (2.11) is lower than that of the market as a whole (20.58).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (2.94) is lower than that of the sector as a whole (19.3).
P/S vs Market: The company's P/S indicator (2.94) is lower than that of the market as a whole (30.65).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (4.46) is lower than that of the sector as a whole (15.91).
EV/Ebitda vs Market: The company's EV/Ebitda (4.46) is lower than that of the market as a whole (36.29).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 20.08% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (20.08%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-31.95%).
6.4. ROE
ROE vs Sector: The company's ROE (16.15%) is lower than that of the sector as a whole (87.85%).
ROE vs Market: The company's ROE (16.15%) is lower than that of the market as a whole (51.19%).
6.6. ROA
ROA vs Sector: The company's ROA (1.75%) is lower than that of the sector as a whole (24.18%).
ROA vs Market: The company's ROA (1.75%) is lower than that of the market as a whole (11.29%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (191.69%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (45.07%).
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8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0% is below the average for the sector '2.69%.
8.2. Stability and increase in payments
Unstable dividends: The company's dividend yield 0% has not been consistently paid over the past 7 years, DSI=0.
Weak dividend growth: The company's dividend yield 0% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (35.4%) are at a comfortable level.
9. Insider trades
9.1. Insider trading
Insider Selling More insider purchases by 697.47% over the last 3 months.
9.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 10.02.2026 | NICHOLAS MOSICH Director |
Purchase | 97 | 9 700 | 1 000 |
| 06.02.2026 | COURT JAMES JOHN Director |
Sale | 101.01 | 113 | 11 163 |
| 06.02.2026 | Walsh Derrick EVP, Chief Financial Officer |
Sale | 101.21 | 49 046 | 4 846 |
| 08.12.2025 | Bohlig Tamara N Director |
Sale | 86.23 | 18 496 | 2 145 |
| 15.09.2025 | Bar-Adon Eshel EVP, Strategic Partnerships an |
Purchase | 90.29 | 244 325 | 2 706 |
Based on sources: porti.ru
