AX vs. BPOP

Last updated Apr 1, 2026

Compare and contrast key facts about Axos Financial, Inc. (AX) and Popular, Inc. (BPOP).

Performance

AX vs. BPOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Axos Financial, Inc. (AX) and Popular, Inc. (BPOP). The values are adjusted to include any dividend payments, if applicable.

AX vs. BPOP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
AX Axos Financial, Inc.	-1.24%	23.35%	27.93%	42.86%	-31.64%	48.97%	23.94%	20.25%	-27.25%
BPOP Popular, Inc.	8.37%	36.01%	17.86%	28.33%	-16.78%	49.06%	-0.00%	27.21%	-6.74%

Fundamentals

EPS AX : $11.83 BPOP : $12.36
PE Ratio AX : 7.19 BPOP : 10.85
PEG Ratio AX : 0.33 BPOP : 1.19
PS Ratio AX : 1.69 BPOP : 2.09
Total Revenue (TTM) AX : $1.95B BPOP : $4.33B
Gross Profit (TTM) AX : $894.26M BPOP : $2.07B
EBITDA (TTM) AX : $470.83M BPOP : $1.05B

Returns By Period

In the year-to-date period, AX achieves a -1.24% return, which is significantly lower than BPOP's 8.37% return.

AX

• 1D: 2.67%
• 1M: -1.99%
• YTD: -1.24%
• 6M: 0.52%
• 1Y: 31.88%
• 3Y*: 32.09%
• 5Y*: 12.37%
• 10Y*: —

BPOP

• 1D: 2.69%
• 1M: -0.31%
• YTD: 8.37%
• 6M: 6.93%
• 1Y: 48.93%
• 3Y*: 36.59%
• 5Y*: 16.71%
• 10Y*: 20.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AX vs. BPOP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AX

AX Risk / Return Rank: 72
AX Sharpe Ratio Rank: 74
AX Sortino Ratio Rank: 67
AX Omega Ratio Rank: 68
AX Calmar Ratio Rank: 75
AX Martin Ratio Rank: 74

BPOP

BPOP Risk / Return Rank: 86
BPOP Sharpe Ratio Rank: 88
BPOP Sortino Ratio Rank: 82
BPOP Omega Ratio Rank: 85
BPOP Calmar Ratio Rank: 88
BPOP Martin Ratio Rank: 87

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AX vs. BPOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Axos Financial, Inc. (AX) and Popular, Inc. (BPOP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AX	BPOP	Difference
Sharpe ratio Return per unit of total volatility	0.94	1.74	-0.80
Sortino ratio Return per unit of downside risk	1.40	2.20	-0.80
Omega ratio Gain probability vs. loss probability	1.20	1.33	-0.14
Calmar ratio Return relative to maximum drawdown	1.78	3.43	-1.64
Martin ratio Return relative to average drawdown	4.15	8.47	-4.32
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AX vs. BPOP - Sharpe Ratio Comparison

The current AX Sharpe Ratio is 0.94, which is lower than the BPOP Sharpe Ratio of 1.74. The chart below compares the historical Sharpe Ratios of AX and BPOP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AX	BPOP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.94	1.74	-0.80
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.31	0.55	-0.25
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.60	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	0.12	+0.17

Correlation

The correlation between AX and BPOP is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

AX vs. BPOP - Dividend Comparison

AX has not paid dividends to shareholders, while BPOP's dividend yield for the trailing twelve months is around 2.20%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AX Axos Financial, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BPOP Popular, Inc.	2.20%	2.33%	2.72%	2.77%	3.32%	2.13%	2.84%	2.04%	2.12%	2.82%	1.37%	1.06%

Drawdowns

AX vs. BPOP - Drawdown Comparison

The maximum AX drawdown since its inception was -59.57%, smaller than the maximum BPOP drawdown of -95.72%. Use the drawdown chart below to compare losses from any high point for AX and BPOP.

Drawdown Indicators

	AX	BPOP	Difference
Max Drawdown Largest peak-to-trough decline	-59.57%	-95.72%	+36.15%
Max Drawdown (1Y) Largest decline over 1 year	-19.04%	-14.68%	-4.36%
Max Drawdown (5Y) Largest decline over 5 years	-46.31%	-46.27%	-0.04%
Max Drawdown (10Y) Largest decline over 10 years	—	-59.03%	—
Current Drawdown Current decline from peak	-15.76%	-26.36%	+10.60%
Average Drawdown Average peak-to-trough decline	-20.80%	-49.01%	+28.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.18%	5.94%	+2.24%

Volatility

AX vs. BPOP - Volatility Comparison

Axos Financial, Inc. (AX) has a higher volatility of 6.27% compared to Popular, Inc. (BPOP) at 5.82%. This indicates that AX's price experiences larger fluctuations and is considered to be riskier than BPOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AX	BPOP	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.27%	5.82%	+0.45%
Volatility (6M) Calculated over the trailing 6-month period	24.35%	20.80%	+3.55%
Volatility (1Y) Calculated over the trailing 1-year period	34.06%	28.25%	+5.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.56%	30.32%	+10.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	44.40%	33.55%	+10.85%

Financials

AX vs. BPOP - Profitability Comparison

The chart below illustrates the profitability comparison between Axos Financial, Inc. and Popular, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

AX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Axos Financial, Inc. reported a gross profit of 0.00 and revenue of 513.85M. Therefore, the gross margin over that period was 0.0%.

BPOP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Popular, Inc. reported a gross profit of 0.00 and revenue of 1.12B. Therefore, the gross margin over that period was 0.0%.

AX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Axos Financial, Inc. reported an operating income of 0.00 and revenue of 513.85M, resulting in an operating margin of 0.0%.

BPOP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Popular, Inc. reported an operating income of 291.62M and revenue of 1.12B, resulting in an operating margin of 25.9%.

AX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Axos Financial, Inc. reported a net income of 128.40M and revenue of 513.85M, resulting in a net margin of 25.0%.

BPOP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Popular, Inc. reported a net income of 233.90M and revenue of 1.12B, resulting in a net margin of 20.8%.