MBUU vs. AXS
MBUU (Malibu Boats, Inc.) and AXS (AXIS Capital Holdings Limited) are both stocks. MBUU operates in Recreational Vehicles (Consumer Cyclical), while AXS operates in Insurance - Property & Casualty (Financial Services). Over the past 10 years, MBUU returned 6.65%/yr vs 9.05%/yr for AXS. At a 0.24 correlation, their price movements are largely independent.
Performance
MBUU vs. AXS - Performance Comparison
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Returns By Period
In the year-to-date period, MBUU achieves a -6.45% return, which is significantly higher than AXS's -7.33% return. Over the past 10 years, MBUU has underperformed AXS with an annualized return of 6.65%, while AXS has yielded a comparatively higher 9.05% annualized return.
MBUU
- 1D
- -2.51%
- 1M
- 2.68%
- YTD
- -6.45%
- 6M
- -7.60%
- 1Y
- -15.36%
- 3Y*
- -22.88%
- 5Y*
- -18.97%
- 10Y*
- 6.65%
AXS
- 1D
- 3.64%
- 1M
- -0.56%
- YTD
- -7.33%
- 6M
- 1.84%
- 1Y
- -4.25%
- 3Y*
- 25.12%
- 5Y*
- 16.51%
- 10Y*
- 9.05%
MBUU vs. AXS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MBUU Malibu Boats, Inc. | -6.45% | -24.95% | -31.43% | 2.85% | -22.45% | 10.07% | 52.48% | 17.67% | 17.05% | 55.82% |
AXS AXIS Capital Holdings Limited | -7.33% | 22.96% | 63.90% | 5.57% | 2.63% | 11.81% | -11.92% | 18.26% | 5.75% | -20.96% |
Correlation
The correlation between MBUU and AXS is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2014 | 0.24 |
The correlation between MBUU and AXS shifts across timeframes, from 0.14 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MBUU:
$505.79M
AXS:
$7.43B
MBUU:
-$0.05
AXS:
$13.77
MBUU:
0.61
AXS:
1.16
MBUU:
0.98
AXS:
1.16
MBUU:
$826.09M
AXS:
$6.61B
MBUU:
$127.07M
AXS:
$3.55B
MBUU:
$7.24M
AXS:
$2.61B
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Return for Risk
MBUU vs. AXS — Risk / Return Rank
MBUU
AXS
MBUU vs. AXS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Malibu Boats, Inc. (MBUU) and AXIS Capital Holdings Limited (AXS). 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.
| MBUU | AXS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.99 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | -0.39 | -0.25 | -0.14 |
| Martin ratioReturn relative to average drawdown | -0.63 | -0.55 | -0.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MBUU | AXS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | -0.19 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.42 | 0.66 | -1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.34 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.33 | -0.25 |
Drawdowns
MBUU vs. AXS - Drawdown Comparison
The maximum MBUU drawdown since its inception was -73.94%, which is greater than AXS's maximum drawdown of -55.93%. Use the drawdown chart below to compare losses from any high point for MBUU and AXS.
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Drawdown Indicators
| MBUU | AXS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.94% | -55.93% | -18.01% |
Max Drawdown (1Y)Largest decline over 1 year | -39.37% | -16.73% | -22.64% |
Max Drawdown (3Y)Largest decline over 3 years | -61.15% | -16.73% | -44.42% |
Max Drawdown (5Y)Largest decline over 5 years | -71.77% | -18.99% | -52.78% |
Max Drawdown (10Y)Largest decline over 10 years | -73.94% | -49.31% | -24.63% |
Current DrawdownCurrent decline from peak | -71.30% | -8.73% | -62.57% |
Average DrawdownAverage peak-to-trough decline | -31.35% | -12.16% | -19.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.26% | 7.79% | +16.47% |
Volatility
MBUU vs. AXS - Volatility Comparison
Malibu Boats, Inc. (MBUU) has a higher volatility of 21.33% compared to AXIS Capital Holdings Limited (AXS) at 6.56%. This indicates that MBUU's price experiences larger fluctuations and is considered to be riskier than AXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MBUU | AXS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.33% | 6.56% | +14.77% |
Volatility (6M)Calculated over the trailing 6-month period | 35.32% | 15.37% | +19.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.41% | 22.62% | +29.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.95% | 24.96% | +19.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.95% | 26.56% | +20.39% |
Dividends
MBUU vs. AXS - Dividend Comparison
MBUU has not paid dividends to shareholders, while AXS's dividend yield for the trailing twelve months is around 1.78%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXS AXIS Capital Holdings Limited | 1.78% | 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% |
Financials
MBUU vs. AXS - Financials Comparison
This section allows you to compare key financial metrics between Malibu Boats, Inc. and AXIS Capital Holdings Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MBUU vs. AXS - Profitability Comparison
MBUU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a gross profit of 44.70M and revenue of 235.70M. Therefore, the gross margin over that period was 19.0%.
AXS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AXIS Capital Holdings Limited reported a gross profit of 1.64B and revenue of 1.64B. Therefore, the gross margin over that period was 99.9%.
MBUU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported an operating income of -1.91M and revenue of 235.70M, resulting in an operating margin of -0.8%.
AXS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AXIS Capital Holdings Limited reported an operating income of 1.48B and revenue of 1.64B, resulting in an operating margin of 90.2%.
MBUU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Malibu Boats, Inc. reported a net income of -2.44M and revenue of 235.70M, resulting in a net margin of -1.0%.
AXS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AXIS Capital Holdings Limited reported a net income of 254.77M and revenue of 1.64B, resulting in a net margin of 15.5%.
Frequently Asked Questions
MBUU and AXS have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MBUU has higher volatility (21.33%) compared to AXS (6.56%). In terms of maximum drawdown, MBUU dropped -73.94% vs AXS's -55.93%.
AXS currently has the higher Sharpe Ratio (-0.19 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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