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AXS vs. MBUU
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AXS vs. MBUU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXIS Capital Holdings Limited (AXS) and Malibu Boats, Inc. (MBUU). The values are adjusted to include any dividend payments, if applicable.

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AXS vs. MBUU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AXS
AXIS Capital Holdings Limited
-4.89%22.96%63.90%5.57%2.63%11.81%-11.92%18.26%5.75%-20.96%
MBUU
Malibu Boats, Inc.
-8.12%-24.95%-31.43%2.85%-22.45%10.07%52.48%17.67%17.05%55.82%

Fundamentals

Market Cap

AXS:

$7.79B

MBUU:

$495.54M

EPS

AXS:

$12.85

MBUU:

$0.76

PE Ratio

AXS:

7.89

MBUU:

33.95

PEG Ratio

AXS:

0.14

MBUU:

42.55

PS Ratio

AXS:

1.24

MBUU:

0.61

PB Ratio

AXS:

1.34

MBUU:

1.00

Total Revenue (TTM)

AXS:

$6.44B

MBUU:

$819.06M

Gross Profit (TTM)

AXS:

$1.45B

MBUU:

$131.52M

EBITDA (TTM)

AXS:

$1.32B

MBUU:

$50.91M

Returns By Period

In the year-to-date period, AXS achieves a -4.89% return, which is significantly higher than MBUU's -8.12% return. Over the past 10 years, AXS has outperformed MBUU with an annualized return of 9.15%, while MBUU has yielded a comparatively lower 4.86% annualized return.


AXS

1D
1.15%
1M
-3.66%
YTD
-4.89%
6M
6.75%
1Y
2.94%
3Y*
25.87%
5Y*
17.99%
10Y*
9.15%

MBUU

1D
-0.31%
1M
-10.81%
YTD
-8.12%
6M
-20.12%
1Y
-15.51%
3Y*
-22.85%
5Y*
-20.46%
10Y*
4.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AXS vs. MBUU — Risk / Return Rank

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

AXS
AXS Risk / Return Rank: 4444
Overall Rank
AXS Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
AXS Sortino Ratio Rank: 3939
Sortino Ratio Rank
AXS Omega Ratio Rank: 3838
Omega Ratio Rank
AXS Calmar Ratio Rank: 4848
Calmar Ratio Rank
AXS Martin Ratio Rank: 4949
Martin Ratio Rank

MBUU
MBUU Risk / Return Rank: 3030
Overall Rank
MBUU Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
MBUU Sortino Ratio Rank: 2828
Sortino Ratio Rank
MBUU Omega Ratio Rank: 2828
Omega Ratio Rank
MBUU Calmar Ratio Rank: 3232
Calmar Ratio Rank
MBUU Martin Ratio Rank: 3232
Martin Ratio Rank
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.

AXS vs. MBUU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXIS Capital Holdings Limited (AXS) and Malibu Boats, Inc. (MBUU). 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.


AXSMBUUDifference

Sharpe ratio

Return per unit of total volatility

0.12

-0.30

+0.42

Sortino ratio

Return per unit of downside risk

0.33

-0.09

+0.41

Omega ratio

Gain probability vs. loss probability

1.04

0.99

+0.05

Calmar ratio

Return relative to maximum drawdown

0.25

-0.32

+0.57

Martin ratio

Return relative to average drawdown

0.58

-0.62

+1.19

AXS vs. MBUU - Sharpe Ratio Comparison

The current AXS Sharpe Ratio is 0.12, which is higher than the MBUU Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of AXS and MBUU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AXSMBUUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.12

-0.30

+0.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

-0.47

+1.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.10

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.07

+0.26

Correlation

The correlation between AXS and MBUU is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

AXS vs. MBUU - Dividend Comparison

AXS's dividend yield for the trailing twelve months is around 1.74%, while MBUU has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
AXS
AXIS Capital Holdings Limited
1.74%1.64%1.99%3.18%3.19%3.10%3.27%2.71%3.04%3.04%2.19%2.17%
MBUU
Malibu Boats, 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%

Drawdowns

AXS vs. MBUU - Drawdown Comparison

The maximum AXS drawdown since its inception was -55.93%, smaller than the maximum MBUU drawdown of -73.67%. Use the drawdown chart below to compare losses from any high point for AXS and MBUU.


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Drawdown Indicators


AXSMBUUDifference

Max Drawdown

Largest peak-to-trough decline

-55.93%

-73.67%

+17.74%

Max Drawdown (1Y)

Largest decline over 1 year

-16.73%

-38.74%

+22.01%

Max Drawdown (5Y)

Largest decline over 5 years

-21.79%

-72.36%

+50.57%

Max Drawdown (10Y)

Largest decline over 10 years

-49.31%

-73.67%

+24.36%

Current Drawdown

Current decline from peak

-6.33%

-71.81%

+65.48%

Average Drawdown

Average peak-to-trough decline

-12.19%

-30.74%

+18.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.21%

19.96%

-12.75%

Volatility

AXS vs. MBUU - Volatility Comparison

The current volatility for AXIS Capital Holdings Limited (AXS) is 5.57%, while Malibu Boats, Inc. (MBUU) has a volatility of 11.33%. This indicates that AXS experiences smaller price fluctuations and is considered to be less risky than MBUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AXSMBUUDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

11.33%

-5.76%

Volatility (6M)

Calculated over the trailing 6-month period

15.56%

32.83%

-17.27%

Volatility (1Y)

Calculated over the trailing 1-year period

24.68%

52.06%

-27.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.83%

43.98%

-19.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.44%

46.72%

-20.28%

Financials

AXS vs. MBUU - Financials Comparison

This section allows you to compare key financial metrics between AXIS Capital Holdings Limited and Malibu Boats, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.73B
188.62M
(AXS) Total Revenue
(MBUU) Total Revenue
Values in USD except per share items

AXS vs. MBUU - Profitability Comparison

The chart below illustrates the profitability comparison between AXIS Capital Holdings Limited and Malibu Boats, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
13.3%
Portfolio components
AXS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, AXIS Capital Holdings Limited reported a gross profit of 0.00 and revenue of 1.73B. Therefore, the gross margin over that period was 0.0%.

MBUU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported a gross profit of 25.12M and revenue of 188.62M. Therefore, the gross margin over that period was 13.3%.

AXS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, AXIS Capital Holdings Limited reported an operating income of 350.18M and revenue of 1.73B, resulting in an operating margin of 20.2%.

MBUU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported an operating income of -3.50M and revenue of 188.62M, resulting in an operating margin of -1.9%.

AXS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, AXIS Capital Holdings Limited reported a net income of 289.61M and revenue of 1.73B, resulting in a net margin of 16.7%.

MBUU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Malibu Boats, Inc. reported a net income of -2.15M and revenue of 188.62M, resulting in a net margin of -1.1%.