AX:NYE-Axos Financial Inc (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 63.2

Change

+1.56 (+2.53)%

Market Cap

USD 3.51B

Volume

0.38M

Analyst Target

USD 26.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-13 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
USB-PH U.S. Bancorp

+0.02 (+0.09%)

USD 90.36B
USB-PP U.S. Bancorp

-0.02 (-0.08%)

USD 78.93B
NU Nu Holdings Ltd

+0.25 (+1.68%)

USD 71.31B
PNC PNC Financial Services Group I..

+0.57 (+0.32%)

USD 70.24B
USB U.S. Bancorp

-0.01 (-0.02%)

USD 69.74B
ITUB Itau Unibanco Banco Holding SA

-0.01 (-0.15%)

USD 60.27B
TFC Truist Financial Corp

-0.25 (-0.59%)

USD 56.03B
BSBR Banco Santander Brasil SA ADR

-0.02 (-0.36%)

USD 41.25B
NWG Natwest Group PLC

N/A

USD 36.97B
MTB M&T Bank Corporation

+0.74 (+0.43%)

USD 28.20B

ETFs Containing AX

EHLS Even Herd Long Short ETF 1.64 % 0.00 %

-0.07 (-0.34%)

N/A
EES WisdomTree U.S. SmallCap .. 0.56 % 0.38 %

+0.67 (+-0.34%)

USD 0.60B
KBE SPDR® S&P Bank ETF 0.00 % 0.35 %

+0.39 (+-0.34%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Banks - Regional) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.75% 73% C 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.75% 60% D- 71% C-
Trailing 12 Months  
Capital Gain 49.06% 88% B+ 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 49.06% 78% C+ 92% A
Trailing 5 Years  
Capital Gain 114.38% 94% A 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 114.38% 93% A 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 29.60% 95% A 89% A-
Dividend Return 29.60% 93% A 88% B+
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 52.13% 16% F 17% F
Risk Adjusted Return 56.78% 88% B+ 75% C
Market Capitalization 3.51B 61% D- 74% C

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.