Highlights
- EPS (TTM)
- $11.83
- PE Ratio
- 7.19
- PEG Ratio
- 0.33
- Total Revenue (TTM)
- $1.95B
- Gross Profit (TTM)
- $894.26M
- EBITDA (TTM)
- $470.83M
- Year Range
- $54.46 - $101.92
- Target Price
- $111.00
- ROA (TTM)
- 1.62%
- ROE (TTM)
- 15.58%
Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Axos Financial, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Loading graphics...
Returns By Period
Axos Financial, Inc. (AX) has returned -1.24% so far this year and 31.88% over the past 12 months.
Axos Financial, Inc.
- 1D
- 2.67%
- 1M
- -1.99%
- YTD
- -1.24%
- 6M
- 0.52%
- 1Y
- 31.88%
- 3Y*
- 32.09%
- 5Y*
- 12.37%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 1, 2018, AX's average daily return is +0.09%, while the average monthly return is +1.71%. At this rate, your 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% | -1.24% | |||||||||
| 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 4.72%, beta of 1.35, and R² of 0.37 versus S&P 500 Index. Calculated based on daily prices since October 02, 2018.
- This stock captured 146.59% 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 0.37 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
- 4.72%
- Beta
- 1.35
- R²
- 0.37
- Upside Capture
- 146.59%
- Downside Capture
- 131.54%
Return for Risk
Risk / Return Rank
AX ranks 70 for risk / return — better than 70% 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 a chosen benchmark (S&P 500 Index).
| AX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.90 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.39 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.40 | +0.38 |
Martin ratioReturn relative to average drawdown | 4.15 | 6.61 | -2.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore AX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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.
Loading graphics...
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 15.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.57% | Oct 9, 2018 | 365 | Mar 23, 2020 | 186 | Dec 15, 2020 | 551 |
| -46.31% | Nov 26, 2021 | 494 | Nov 13, 2023 | 166 | Jul 15, 2024 | 660 |
| -34.92% | Nov 26, 2024 | 90 | Apr 8, 2025 | 86 | Aug 12, 2025 | 176 |
| -22.78% | Jul 31, 2024 | 45 | Oct 2, 2024 | 25 | Nov 6, 2024 | 70 |
| -19.04% | Feb 9, 2026 | 27 | Mar 18, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...
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 7.2. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
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 0.3. 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 1.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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 | — |