AXIS CAPITAL HOLDINGS LTD (AXS) Fundamental Analysis & Valuation

NYSE:AXS • BMG0692U1099

Current stock price

98.91 USD
-2.37 (-2.34%)
At close:
98.91 USD
0 (0%)
After Hours:

This AXS fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. AXS Profitability Analysis

1.1 Basic Checks

  • AXS had positive earnings in the past year.
  • AXS had a negative operating cash flow in the past year.
  • AXS had positive earnings in each of the past 5 years.
  • AXS had a positive operating cash flow in 4 of the past 5 years.
AXS Yearly Net Income VS EBIT VS OCF VS FCFAXS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B

1.2 Ratios

  • AXS has a Return On Assets of 2.84%. This is in the better half of the industry: AXS outperforms 60.14% of its industry peers.
  • Looking at the Return On Equity, with a value of 15.40%, AXS is in the better half of the industry, outperforming 69.59% of the companies in the same industry.
  • AXS has a Return On Invested Capital (3.42%) which is comparable to the rest of the industry.
  • The Average Return On Invested Capital over the past 3 years for AXS is significantly below the industry average of 9.34%.
  • The last Return On Invested Capital (3.42%) for AXS is above the 3 year average (2.55%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 2.84%
ROE 15.4%
ROIC 3.42%
ROA(3y)2.4%
ROA(5y)2.01%
ROE(3y)13.08%
ROE(5y)10.85%
ROIC(3y)2.55%
ROIC(5y)2.07%
AXS Yearly ROA, ROE, ROICAXS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 -5 10 15

1.3 Margins

  • AXS has a better Profit Margin (14.88%) than 75.68% of its industry peers.
  • In the last couple of years the Profit Margin of AXS has grown nicely.
  • AXS has a better Operating Margin (21.70%) than 75.68% of its industry peers.
  • AXS's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 21.7%
PM (TTM) 14.88%
GM N/A
OM growth 3Y80.01%
OM growth 5Y96.01%
PM growth 3Y58.61%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
AXS Yearly Profit, Operating, Gross MarginsAXS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20

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2

2. AXS Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so AXS is destroying value.
  • The number of shares outstanding for AXS has been reduced compared to 1 year ago.
  • The number of shares outstanding for AXS has been reduced compared to 5 years ago.
  • Compared to 1 year ago, AXS has an improved debt to assets ratio.
AXS Yearly Shares OutstandingAXS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M
AXS Yearly Total Debt VS Total AssetsAXS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

2.2 Solvency

  • A Debt/Equity ratio of 0.21 indicates that AXS is not too dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.21, AXS is in the better half of the industry, outperforming 68.24% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.21
Debt/FCF N/A
Altman-Z N/A
ROIC/WACC0.41
WACC8.27%
AXS Yearly LT Debt VS Equity VS FCFAXS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A
AXS Yearly Current Assets VS Current LiabilitesAXS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. AXS Growth Analysis

3.1 Past

  • AXS shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 15.92%, which is quite good.
  • The Earnings Per Share has been growing by 30.66% on average over the past years. This is a very strong growth
  • The Revenue has grown by 10.21% in the past year. This is quite good.
  • The Revenue has been growing slightly by 6.27% on average over the past years.
EPS 1Y (TTM)15.92%
EPS 3Y30.66%
EPS 5YN/A
EPS Q2Q%9.43%
Revenue 1Y (TTM)10.21%
Revenue growth 3Y8.36%
Revenue growth 5Y6.27%
Sales Q2Q%12.86%

3.2 Future

  • Based on estimates for the next years, AXS will show a small growth in Earnings Per Share. The EPS will grow by 6.90% on average per year.
  • AXS is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.63% yearly.
EPS Next Y3.54%
EPS Next 2Y6.05%
EPS Next 3Y6.9%
EPS Next 5YN/A
Revenue Next Year6.6%
Revenue Next 2Y7.02%
Revenue Next 3Y6.63%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
AXS Yearly Revenue VS EstimatesAXS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B
AXS Yearly EPS VS EstimatesAXS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 5 10 15

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5

4. AXS Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 7.63, the valuation of AXS can be described as very cheap.
  • 70.27% of the companies in the same industry are more expensive than AXS, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 24.88. AXS is valued rather cheaply when compared to this.
  • The Price/Forward Earnings ratio is 7.37, which indicates a rather cheap valuation of AXS.
  • AXS's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. AXS is cheaper than 72.30% of the companies in the same industry.
  • AXS's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.19.
Industry RankSector Rank
PE 7.63
Fwd PE 7.37
AXS Price Earnings VS Forward Price EarningsAXS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20

4.2 Price Multiples

  • AXS's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. AXS is cheaper than 75.68% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 5.05
AXS Per share dataAXS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60 80

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates AXS does not grow enough to justify the current Price/Earnings ratio.
  • AXS has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)2.16
PEG (5Y)N/A
EPS Next 2Y6.05%
EPS Next 3Y6.9%

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6

5. AXS Dividend Analysis

5.1 Amount

  • AXS has a Yearly Dividend Yield of 1.77%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 2.84, AXS has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.90, AXS has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.77%

5.2 History

  • The dividend of AXS has a limited annual growth rate of 1.30%.
  • AXS has been paying a dividend for at least 10 years, so it has a reliable track record.
  • AXS has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)1.3%
Div Incr Years0
Div Non Decr Years21
AXS Yearly Dividends per shareAXS Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • AXS pays out 17.68% of its income as dividend. This is a sustainable payout ratio.
  • The dividend of AXS is growing, but earnings are growing more, so the dividend growth is sustainable.
DP17.68%
EPS Next 2Y6.05%
EPS Next 3Y6.9%
AXS Yearly Income VS Free CF VS DividendAXS Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B
AXS Dividend Payout.AXS Dividend Payout, showing the Payout Ratio.AXS Dividend Payout.PayoutRetained Earnings

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AXS Fundamentals: All Metrics, Ratios and Statistics

AXIS CAPITAL HOLDINGS LTD

NYSE:AXS (3/27/2026, 8:04:00 PM)

After market: 98.91 0 (0%)

98.91

-2.37 (-2.34%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners94.98%
Inst Owner Change-2.01%
Ins Owners0.83%
Ins Owner Change3.24%
Market Cap7.32B
Revenue(TTM)6.58B
Net Income(TTM)978.65M
Analysts76.25
Price Target125.74 (27.13%)
Short Float %1.07%
Short Ratio1.16
Dividend
Industry RankSector Rank
Dividend Yield 1.77%
Yearly Dividend2.2
Dividend Growth(5Y)1.3%
DP17.68%
Div Incr Years0
Div Non Decr Years21
Ex-Date03-31
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)6.7%
Min EPS beat(2)3.05%
Max EPS beat(2)10.34%
EPS beat(4)4
Avg EPS beat(4)10.6%
Min EPS beat(4)3.05%
Max EPS beat(4)17.73%
EPS beat(8)8
Avg EPS beat(8)10.01%
EPS beat(12)12
Avg EPS beat(12)24.82%
EPS beat(16)15
Avg EPS beat(16)17.54%
Revenue beat(2)0
Avg Revenue beat(2)-10.09%
Min Revenue beat(2)-10.52%
Max Revenue beat(2)-9.65%
Revenue beat(4)0
Avg Revenue beat(4)-5.69%
Min Revenue beat(4)-10.52%
Max Revenue beat(4)-1.24%
Revenue beat(8)2
Avg Revenue beat(8)-4.33%
Revenue beat(12)4
Avg Revenue beat(12)-1.81%
Revenue beat(16)6
Avg Revenue beat(16)-0.7%
PT rev (1m)0%
PT rev (3m)6.09%
EPS NQ rev (1m)0.76%
EPS NQ rev (3m)2.89%
EPS NY rev (1m)0.38%
EPS NY rev (3m)1.09%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-2.31%
Revenue NY rev (1m)-1.15%
Revenue NY rev (3m)-1.88%
Valuation
Industry RankSector Rank
PE 7.63
Fwd PE 7.37
P/S 1.11
P/FCF N/A
P/OCF N/A
P/B 1.15
P/tB 1.19
EV/EBITDA 5.05
EPS(TTM)12.96
EY13.1%
EPS(NY)13.42
Fwd EY13.57%
FCF(TTM)-1.25
FCFYN/A
OCF(TTM)-0.55
OCFYN/A
SpS88.91
BVpS85.93
TBVpS82.79
PEG (NY)2.16
PEG (5Y)N/A
Graham Number158.3
Profitability
Industry RankSector Rank
ROA 2.84%
ROE 15.4%
ROCE 4.16%
ROIC 3.42%
ROICexc 3.55%
ROICexgc 7.01%
OM 21.7%
PM (TTM) 14.88%
GM N/A
FCFM N/A
ROA(3y)2.4%
ROA(5y)2.01%
ROE(3y)13.08%
ROE(5y)10.85%
ROIC(3y)2.55%
ROIC(5y)2.07%
ROICexc(3y)2.71%
ROICexc(5y)2.19%
ROICexgc(3y)5.14%
ROICexgc(5y)4.02%
ROCE(3y)3.1%
ROCE(5y)2.52%
ROICexgc growth 3Y88.98%
ROICexgc growth 5Y104.25%
ROICexc growth 3Y81.82%
ROICexc growth 5Y96.62%
OM growth 3Y80.01%
OM growth 5Y96.01%
PM growth 3Y58.61%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score4
Asset Turnover0.19
Health
Industry RankSector Rank
Debt/Equity 0.21
Debt/FCF N/A
Debt/EBITDA 0.89
Cap/Depr 90.96%
Cap/Sales 0.78%
Interest Coverage 22.81
Cash Conversion N/A
Profit Quality N/A
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score4
WACC8.27%
ROIC/WACC0.41
Cap/Depr(3y)54.55%
Cap/Depr(5y)55.06%
Cap/Sales(3y)0.54%
Cap/Sales(5y)0.61%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)15.92%
EPS 3Y30.66%
EPS 5YN/A
EPS Q2Q%9.43%
EPS Next Y3.54%
EPS Next 2Y6.05%
EPS Next 3Y6.9%
EPS Next 5YN/A
Revenue 1Y (TTM)10.21%
Revenue growth 3Y8.36%
Revenue growth 5Y6.27%
Sales Q2Q%12.86%
Revenue Next Year6.6%
Revenue Next 2Y7.02%
Revenue Next 3Y6.63%
Revenue Next 5YN/A
EBIT growth 1Y35.67%
EBIT growth 3Y95.06%
EBIT growth 5Y108.29%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-105.05%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-102.22%
OCF growth 3YN/A
OCF growth 5YN/A

AXIS CAPITAL HOLDINGS LTD / AXS Fundamental Analysis FAQ

What is the ChartMill fundamental rating of AXIS CAPITAL HOLDINGS LTD (AXS) stock?

ChartMill assigns a fundamental rating of 5 / 10 to AXS.


What is the valuation status for AXS stock?

ChartMill assigns a valuation rating of 5 / 10 to AXIS CAPITAL HOLDINGS LTD (AXS). This can be considered as Fairly Valued.


Can you provide the profitability details for AXIS CAPITAL HOLDINGS LTD?

AXIS CAPITAL HOLDINGS LTD (AXS) has a profitability rating of 6 / 10.


What is the valuation of AXIS CAPITAL HOLDINGS LTD based on its PE and PB ratios?

The Price/Earnings (PE) ratio for AXIS CAPITAL HOLDINGS LTD (AXS) is 7.63 and the Price/Book (PB) ratio is 1.15.


What is the expected EPS growth for AXIS CAPITAL HOLDINGS LTD (AXS) stock?

The Earnings per Share (EPS) of AXIS CAPITAL HOLDINGS LTD (AXS) is expected to grow by 3.54% in the next year.