AXIS CAPITAL HOLDINGS LTD (AXS) Stock Fundamental Analysis

NYSE:AXS • BMG0692U1099

102.545 USD
-0.78 (-0.76%)
Last: Feb 25, 2026, 02:56 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

AXS gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 150 industry peers in the Insurance industry. While AXS is still in line with the averages on profitability rating, there are concerns on its financial health. AXS has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • AXS had positive earnings in the past year.
  • In the past year AXS has reported a negative cash flow from operations.
  • In the past 5 years AXS has always been profitable.
  • Of the past 5 years AXS 4 years had a positive operating cash flow.
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 2.86%. This is in the better half of the industry: AXS outperforms 63.33% of its industry peers.
  • The Return On Equity of AXS (15.43%) is better than 72.67% of its industry peers.
  • With a Return On Invested Capital value of 2.07%, AXS perfoms like the industry average, outperforming 48.67% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for AXS is significantly below the industry average of 15.13%.
Industry RankSector Rank
ROA 2.86%
ROE 15.43%
ROIC 2.07%
ROA(3y)2.41%
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

  • With a decent Profit Margin value of 15.56%, AXS is doing good in the industry, outperforming 79.33% of the companies in the same industry.
  • In the last couple of years the Profit Margin of AXS has grown nicely.
  • The Operating Margin of AXS (13.58%) is comparable to the rest of the industry.
  • AXS's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 13.58%
PM (TTM) 15.56%
GM N/A
OM growth 3Y79.92%
OM growth 5Y95.95%
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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ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • AXS has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • Compared to 1 year ago, AXS has less shares outstanding
  • Compared to 5 years ago, AXS has less shares outstanding
  • AXS has a better debt/assets ratio than last year.
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.
  • The Debt to Equity ratio of AXS (0.21) is better than 68.67% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.21
Debt/FCF N/A
Altman-Z N/A
ROIC/WACC0.26
WACC8.01%
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. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 15.92% over the past year.
  • The Earnings Per Share has been growing by 30.66% on average over the past years. This is a very strong growth
  • Looking at the last year, AXS shows a quite strong growth in Revenue. The Revenue has grown by 10.21% in the last year.
  • 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

  • The Earnings Per Share is expected to grow by 6.90% on average over the next years.
  • The Revenue is expected to grow by 6.63% on average over the next years.
EPS Next Y3.15%
EPS Next 2Y6.04%
EPS Next 3Y6.9%
EPS Next 5YN/A
Revenue Next Year7.84%
Revenue Next 2Y7.02%
Revenue Next 3Y6.63%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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. Valuation

4.1 Price/Earnings Ratio

  • AXS is valuated cheaply with a Price/Earnings ratio of 7.91.
  • AXS's Price/Earnings ratio is a bit cheaper when compared to the industry. AXS is cheaper than 72.00% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.98, AXS is valued rather cheaply.
  • With a Price/Forward Earnings ratio of 7.67, the valuation of AXS can be described as very cheap.
  • 71.33% of the companies in the same industry are more expensive than AXS, based on the Price/Forward Earnings ratio.
  • AXS is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.01, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 7.91
Fwd PE 7.67
AXS Price Earnings VS Forward Price EarningsAXS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AXS is on the same level as its industry peers.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 9.27
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.
PEG (NY)2.51
PEG (5Y)N/A
EPS Next 2Y6.04%
EPS Next 3Y6.9%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 1.72%, AXS has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 2.62, AXS has a dividend in line with its industry peers.
  • AXS's Dividend Yield is comparable with the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 1.72%

5.2 History

  • The dividend of AXS has a limited annual growth rate of 0.21%.
  • AXS has paid a dividend for at least 10 years, which is a reliable track record.
  • AXS has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)0.21%
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 0.5 1 1.5

5.3 Sustainability

  • AXS pays out 17.93% of its income as dividend. This is a sustainable payout ratio.
  • AXS's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP17.93%
EPS Next 2Y6.04%
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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AXIS CAPITAL HOLDINGS LTD

NYSE:AXS (2/25/2026, 2:56:16 PM)

102.545

-0.78 (-0.76%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners95.13%
Inst Owner Change-2.01%
Ins Owners0.62%
Ins Owner Change4.97%
Market Cap7.90B
Revenue(TTM)6.58B
Net Income(TTM)982.67M
Analysts76.25
Price Target125.74 (22.62%)
Short Float %1.15%
Short Ratio1.31
Dividend
Industry RankSector Rank
Dividend Yield 1.72%
Yearly Dividend2.16
Dividend Growth(5Y)0.21%
DP17.93%
Div Incr Years0
Div Non Decr Years21
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)10.81%
Min EPS beat(2)10.34%
Max EPS beat(2)11.27%
EPS beat(4)4
Avg EPS beat(4)13.4%
Min EPS beat(4)10.34%
Max EPS beat(4)17.73%
EPS beat(8)8
Avg EPS beat(8)30.9%
EPS beat(12)12
Avg EPS beat(12)25.37%
EPS beat(16)15
Avg EPS beat(16)19.84%
Revenue beat(2)0
Avg Revenue beat(2)-5.88%
Min Revenue beat(2)-10.52%
Max Revenue beat(2)-1.24%
Revenue beat(4)0
Avg Revenue beat(4)-5.93%
Min Revenue beat(4)-10.61%
Max Revenue beat(4)-1.24%
Revenue beat(8)3
Avg Revenue beat(8)-0.76%
Revenue beat(12)5
Avg Revenue beat(12)2.2%
Revenue beat(16)7
Avg Revenue beat(16)3.03%
PT rev (1m)2.73%
PT rev (3m)7.19%
EPS NQ rev (1m)0.5%
EPS NQ rev (3m)6.07%
EPS NY rev (1m)0.05%
EPS NY rev (3m)3.36%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.86%
Revenue NY rev (1m)-0.68%
Revenue NY rev (3m)0.18%
Valuation
Industry RankSector Rank
PE 7.91
Fwd PE 7.67
P/S 1.25
P/FCF N/A
P/OCF N/A
P/B 1.24
P/tB 1.29
EV/EBITDA 9.27
EPS(TTM)12.96
EY12.64%
EPS(NY)13.37
Fwd EY13.04%
FCF(TTM)-4.6
FCFYN/A
OCF(TTM)-4.1
OCFYN/A
SpS81.96
BVpS82.65
TBVpS79.6
PEG (NY)2.51
PEG (5Y)N/A
Graham Number155.24
Profitability
Industry RankSector Rank
ROA 2.86%
ROE 15.43%
ROCE 2.52%
ROIC 2.07%
ROICexc 2.12%
ROICexgc 4.2%
OM 13.58%
PM (TTM) 15.56%
GM N/A
FCFM N/A
ROA(3y)2.41%
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)5.16%
ROICexgc(5y)4.03%
ROCE(3y)3.1%
ROCE(5y)2.52%
ROICexgc growth 3Y88.88%
ROICexgc growth 5Y104.18%
ROICexc growth 3Y81.72%
ROICexc growth 5Y96.56%
OM growth 3Y79.92%
OM growth 5Y95.95%
PM growth 3Y58.61%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.18
Health
Industry RankSector Rank
Debt/Equity 0.21
Debt/FCF N/A
Debt/EBITDA 1.44
Cap/Depr 71.81%
Cap/Sales 0.62%
Interest Coverage 13.66
Cash Conversion N/A
Profit Quality N/A
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score6
WACC8.01%
ROIC/WACC0.26
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
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 Y3.15%
EPS Next 2Y6.04%
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 Year7.84%
Revenue Next 2Y7.02%
Revenue Next 3Y6.63%
Revenue Next 5YN/A
EBIT growth 1Y9.02%
EBIT growth 3Y94.95%
EBIT growth 5Y108.22%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-120.08%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-117.58%
OCF growth 3YN/A
OCF growth 5YN/A

AXIS CAPITAL HOLDINGS LTD / AXS FAQ

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

ChartMill assigns a fundamental rating of 4 / 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 5 / 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 7.91 and the Price/Book (PB) ratio is 1.24.


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 3.15% in the next year.