Axos Financial Inc. (AX)$86.07
Market Cap: 3.81 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Axos Financial Inc. (AX).
FINANCIAL
BANKS - REGIONAL
DCF ready
Valuation
5.0x
EV/FCF, 19.9% FCF yield
Quality
14.5%
ROIC, 662.9% FCF margin
Growth
19.7%
5Y sales (revenue) CAGR
Balance sheet
0.1x
Debt/equity, N/A current ratio
Superinvestors
3
Top: FPA Queens Road Small Cap Value Fund (3.6%)
Strengths to research
- Revenue compounded at 19.7% over five years.
- Free cash flow compounded at 9.9% over five years.
- Free cash flow margin is healthy at 662.9%.
- Debt/equity looks manageable at 0.1x.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for AX.
Grade D
32
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| AX Target | Axos Financial Inc. | $3.8B | 11.6x | 5.0x | 14.5% | 19.7% | 662.9% | N/A | N/A | N/A |
| SFBS | ServisFirst Bancshares Inc. | $4.1B | 15.3x | 11.4x | 15.0% | N/A | N/A | N/A | N/A | N/A |
| ABCB | Ameris Bancorp | $4.1B | 14.1x | 8.3x | 10.1% | N/A | N/A | N/A | N/A | N/A |
| TCBI | Texas Capital Bancshares | $3.2B | 14.6x | 5.1x | 7.8% | N/A | N/A | N/A | N/A | N/A |
| FULT | Fulton Financial Corp. | $3.2B | 10.3x | 6.9x | 11.2% | N/A | N/A | N/A | N/A | N/A |
| FHB | First Hawaiian Inc. | $2.9B | 12.4x | 4.8x | 10.0% | 3.7% | 34.4% | N/A | N/A | N/A |
| OZK | Bank OZK | $5.0B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| FLG | Flagstar Financial Inc. | $5.0B | -27.7x | -39.7x | -1.1% | N/A | N/A | N/A | N/A | N/A |
| BMA | Banco Macro S.A. | $5.6B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Financial Charts
No financial data available for AX (annual).
3 superinvestors own AX
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| FPA Queens Road Small Cap Value Fund FPA Queens Road Small Cap Value Fund | 323,282 | $21M | 2.85% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 164,612 | $14M | 0.02% | 0.0% |
| Polen Capital Management Polen Capital Management | 16,849 | $1M | 0.01% | 0.0% |