Company Analysis Axos Financial
1. Summary
Advantages
- Price (66.89 $) is less than fair price (76.66 $)
- The stock's return over the last year (30.93%) is higher than the sector average (9.07%).
- Current debt level 1.82% is below 100% and has decreased over 5 years from 5.59%.
- The company's current efficiency (ROE=21.39%) is higher than the sector average (ROE=11.01%)
Disadvantages
- Dividends (0%) are below the sector average (2.71%).
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Axos Financial | Financials | Index | |
|---|---|---|---|
| 7 days | -0.3% | -1.4% | -2.7% |
| 90 days | 10.8% | -48.7% | -0.7% |
| 1 year | 30.9% | 9.1% | 17.1% |
AX vs Sector: Axos Financial has outperformed the "Financials" sector by 21.86% over the past year.
AX vs Market: Axos Financial has outperformed the market by 13.81% 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 0.5948% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (66.89 $) is lower than the fair price (76.66 $).
Price not significantly lower than the fair price: The current price (66.89 $) is slightly lower than the fair price by 14.6%.
4.2. P/E
P/E vs Sector: The company's P/E (7.19) is lower than that of the sector as a whole (63.28).
P/E vs Market: The company's P/E (7.19) is lower than that of the market as a whole (70.26).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.41) is lower than that of the sector as a whole (1.45).
P/BV vs Market: The company's P/BV (1.41) is lower than that of the market as a whole (22.61).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.06) is lower than that of the sector as a whole (3.58).
P/S vs Market: The company's P/S indicator (3.06) is lower than that of the market as a whole (15.24).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (2.53) is higher than that of the sector as a whole (-77.74).
EV/Ebitda vs Market: The company's EV/Ebitda (2.53) is lower than that of the market as a whole (24.37).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 29.18% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (29.18%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-76.01%).
5.4. ROE
ROE vs Sector: The company's ROE (21.39%) is higher than that of the sector as a whole (11.01%).
ROE vs Market: The company's ROE (21.39%) is higher than that of the market as a whole (18.07%).
5.5. ROA
ROA vs Sector: The company's ROA (2.08%) is lower than that of the sector as a whole (3.22%).
ROA vs Market: The company's ROA (2.08%) is lower than that of the market as a whole (6.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0% is below the average for the sector '2.71%.
7.2. 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.
7.3. Payout percentage
Dividend Coverage: Current payments from income (35.4%) are at a comfortable level.
8. Insider trades
8.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 26.11.2024 | PARK DAVID X EVP, Commercial Banking & Trea |
Sale | 85.25 | 121 652 | 1 427 |
| 26.11.2024 | Micheletti Andrew J Officer |
Purchase | 85.08 | 4 995 050 | 58 710 |
| 10.09.2024 | Micheletti Andrew J EVP, Finance |
Sale | 62.35 | 2 431 650 | 39 000 |
| 10.09.2024 | Micheletti Andrew J EVP, Finance |
Sale | 62.35 | 62 350 | 1 000 |
| 10.09.2024 | Micheletti Andrew J Officer |
Purchase | 62.65 | 2 506 000 | 40 000 |
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