- ISIN
- US05465C1009
- CUSIP
- 05465C100
- Sector
- Financial Services
- Industry
- Banks - Regional
- IPO Date
- Mar 15, 2005
Highlights
- Market Cap
- $5.07B
- Enterprise Value
- $3.90B
- EPS (TTM)
- $8.22
- PE Ratio
- 10.68
- PEG Ratio
- 0.49
- Total Revenue (TTM)
- $479.42M
- Gross Profit (TTM)
- $302.17M
- EBITDA (TTM)
- $826.17M
- Year Range
- $69.19 - $101.92
- Target Price
- $111.00
- ROA (TTM)
- 1.63%
- ROE (TTM)
- 15.53%
Share Price Chart
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Performance
AX Performance Chart
Axos Financial, Inc. (AX) is up 1.9% since the beginning of the year. At $88 per share, AX is trading 13.9% below its 52-week high of $102. Investors who bought $1,000 worth of AX shares 5 years ago would now be looking at an investment worth $1,842.
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Returns By Period
Axos Financial, Inc. (AX) has returned 1.85% so far this year and 26.37% over the past 12 months.
Axos Financial, Inc.
- 1D
- 1.62%
- 1M
- 0.39%
- YTD
- 1.85%
- 6M
- 7.54%
- 1Y
- 26.37%
- 3Y*
- 28.52%
- 5Y*
- 12.99%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
AX Monthly Returns History
Based on dividend-adjusted daily data since Oct 1, 2018, AX's average daily return is +0.09%, while the average monthly return is +1.70%. At this rate, an investment would double in approximately 3.4 years.
Historically, 58% of months were positive and 42% were negative. The best month was Dec 2023 with a return of +42.7%, while the worst month was Mar 2020 at -27.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.
On a daily basis, AX closed higher 50% of trading days. The best single day was Nov 6, 2024 with a return of +20.6%, while the worst single day was Mar 16, 2020 at -16.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.89% | -12.29% | -1.99% | 13.34% | -9.88% | 0.97% | 1.85% | ||||||
| 2025 | 0.11% | -4.48% | -3.41% | -1.61% | 9.55% | 9.35% | 13.56% | 5.63% | -7.19% | -7.88% | 5.39% | 4.84% | 23.35% |
| 2024 | 1.52% | -5.97% | 3.68% | -6.35% | 6.44% | 6.09% | 27.75% | -4.90% | -9.43% | 7.70% | 22.34% | -15.69% | 27.93% |
| 2023 | 25.90% | -1.52% | -22.09% | 10.16% | -7.01% | 4.28% | 19.17% | -8.32% | -12.14% | -4.83% | 6.22% | 42.67% | 42.86% |
| 2022 | -7.89% | 6.29% | -15.25% | -18.34% | 2.03% | -7.24% | 16.49% | 0.05% | -18.07% | 13.82% | 2.95% | -4.71% | -31.64% |
| 2021 | 3.78% | 18.79% | 1.60% | -3.96% | 5.01% | -2.15% | 3.15% | 1.32% | 6.31% | 2.83% | 6.81% | -1.24% | 48.97% |
Benchmark Metrics
Axos Financial, Inc. has an annualized alpha of 2.39%, beta of 1.35, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since October 02, 2018.
- This stock captured 136.16% of S&P 500 Index gains and 131.54% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.36 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 2.39%
- Beta
- 1.35
- R²
- 0.36
- Upside Capture
- 136.16%
- Downside Capture
- 131.54%
Return for Risk
Risk / Return Rank
AX ranks 64 for risk / return — better than 64% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Axos Financial, Inc. (AX) and compare them to S&P 500 Index.
| AX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 2.39 | -1.56 |
Sortino ratioReturn per unit of downside risk | 1.23 | 3.25 | -2.02 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.43 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 3.11 | -1.72 |
Martin ratioReturn relative to average drawdown | 2.88 | 14.38 | -11.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
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 Axos Financial, 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 Axos Financial, Inc. was 59.57%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The current Axos Financial, Inc. drawdown is 13.13%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -59.57%Mar 2020 | 1y 5mo | 8mo 27d | 2y 2moOct 2018 - Dec 2020 |
2023 bear market2023 | -46.31%Nov 2023 | 1y 11mo | 8mo 5d | 2y 7moNov 2021 - Jul 2024 |
2025 selloff2025 | -34.92%Apr 2025 | 4mo 13d | 4mo 6d | 8mo 19dNov 2024 - Aug 2025 |
2024 bear market2024 | -22.78%Oct 2024 | 2mo 3d | 1mo 5d | 3mo 8dJul 2024 - Nov 2024 |
2026 correction2026 | -19.04%Mar 2026 | 1mo 7d | — | 3mo 25dFeb 2026 - now |
Drawdown Indicators
| AX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.57% | -56.78% | -2.79% |
Max Drawdown (1Y)Largest decline over 1 year | -19.04% | -9.10% | -9.94% |
Max Drawdown (3Y)Largest decline over 3 years | -34.92% | -18.90% | -16.02% |
Max Drawdown (5Y)Largest decline over 5 years | -46.31% | -25.43% | -20.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -13.13% | 0.00% | -13.13% |
Average DrawdownAverage peak-to-trough decline | -20.58% | -10.72% | -9.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.19% | 1.97% | +7.22% |
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 Axos Financial, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Axos Financial, Inc. is priced in the market compared to other companies in the Banks - Regional 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 AX, comparing it with other companies in the Banks - Regional industry. Currently, AX has a P/E ratio of 10.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AX compared to other companies in the Banks - Regional industry. AX currently has a PEG ratio of 0.5. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AX relative to other companies in the Banks - Regional industry. Currently, AX has a P/S ratio of 10.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AX in comparison with other companies in the Banks - Regional industry. Currently, AX has a P/B value of 1.7. 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 | — |
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