AXIS CAPITAL HOLDINGS LTD (AXS) Fundamental Analysis & Valuation

NYSE:AXS • BMG0692U1099

Current stock price

100.35 USD
+0.84 (+0.84%)
At close:
100.35 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

  • In the past year AXS was profitable.
  • In the past year AXS has reported a negative cash flow from operations.
  • Each year in the past 5 years AXS has been profitable.
  • 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 comparable to the rest of the industry: AXS outperforms 57.14% of its industry peers.
  • The Return On Equity of AXS (15.40%) is better than 68.03% of its industry peers.
  • AXS has a better Return On Invested Capital (3.42%) than 61.22% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for AXS is significantly below the industry average of 9.60%.
  • 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's Profit Margin of 14.88% is fine compared to the rest of the industry. AXS outperforms 73.47% of its industry peers.
  • In the last couple of years the Profit Margin of AXS has grown nicely.
  • AXS's Operating Margin of 21.70% is fine compared to the rest of the industry. AXS outperforms 76.87% of its industry peers.
  • In the last couple of years the Operating Margin of AXS has grown nicely.
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.
  • AXS has less shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, AXS has less shares outstanding
  • 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

  • AXS has a Debt/Equity ratio of 0.21. This is a healthy value indicating a solid balance between debt and equity.
  • The Debt to Equity ratio of AXS (0.21) is better than 67.35% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.21
Debt/FCF N/A
Altman-Z N/A
ROIC/WACC0.42
WACC8.23%
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

  • The Earnings Per Share has grown by an nice 15.92% over the past year.
  • AXS shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 30.66% yearly.
  • The Revenue has grown by 10.21% in the past year. This is quite good.
  • AXS shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.27% yearly.
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

  • AXS is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 6.90% yearly.
  • The Revenue is expected to grow by 6.31% on average over the next years.
EPS Next Y4.34%
EPS Next 2Y6.49%
EPS Next 3Y6.9%
EPS Next 5YN/A
Revenue Next Year5.95%
Revenue Next 2Y6.45%
Revenue Next 3Y6.31%
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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6

4. AXS Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 7.74, the valuation of AXS can be described as very cheap.
  • Compared to the rest of the industry, the Price/Earnings ratio of AXS indicates a somewhat cheap valuation: AXS is cheaper than 71.43% of the companies listed in the same industry.
  • AXS is valuated cheaply when we compare the Price/Earnings ratio to 26.91, which is the current average of the S&P500 Index.
  • AXS is valuated cheaply with a Price/Forward Earnings ratio of 7.42.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of AXS indicates a somewhat cheap valuation: AXS is cheaper than 74.83% of the companies listed 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 21.99.
Industry RankSector Rank
PE 7.74
Fwd PE 7.42
AXS Price Earnings VS Forward Price EarningsAXS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, AXS is valued a bit cheaper than the industry average as 78.23% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 4.97
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 PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of AXS may justify a higher PE ratio.
PEG (NY)1.78
PEG (5Y)N/A
EPS Next 2Y6.49%
EPS Next 3Y6.9%

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

6

5. AXS Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.73%, AXS has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 2.37, AXS has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, AXS has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.73%

5.2 History

  • The dividend of AXS has a limited annual growth rate of 1.30%.
  • AXS has paid a dividend for at least 10 years, which is a reliable track record.
  • AXS has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)1.3%
Div Incr Years0
Div Non Decr Years22
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.
  • AXS's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP17.68%
EPS Next 2Y6.49%
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 (4/28/2026, 6:30:00 PM)

After market: 100.35 0 (0%)

100.35

+0.84 (+0.84%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)01-28
Earnings (Next)04-29
Inst Owners98.75%
Inst Owner Change0.06%
Ins Owners0.79%
Ins Owner Change3.23%
Market Cap7.44B
Revenue(TTM)6.58B
Net Income(TTM)978.65M
Analysts76.25
Price Target124.9 (24.46%)
Short Float %1.35%
Short Ratio1.73
Dividend
Industry RankSector Rank
Dividend Yield 1.73%
Yearly Dividend2.2
Dividend Growth(5Y)1.3%
DP17.68%
Div Incr Years0
Div Non Decr Years22
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)-0.66%
PT rev (3m)2.05%
EPS NQ rev (1m)-2.54%
EPS NQ rev (3m)0.05%
EPS NY rev (1m)0.78%
EPS NY rev (3m)1.21%
Revenue NQ rev (1m)-0.45%
Revenue NQ rev (3m)-2.74%
Revenue NY rev (1m)-0.61%
Revenue NY rev (3m)-2.42%
Valuation
Industry RankSector Rank
PE 7.74
Fwd PE 7.42
P/S 1.13
P/FCF N/A
P/OCF N/A
P/B 1.17
P/tB 1.21
EV/EBITDA 4.97
EPS(TTM)12.96
EY12.91%
EPS(NY)13.52
Fwd EY13.48%
FCF(TTM)-1.24
FCFYN/A
OCF(TTM)-0.55
OCFYN/A
SpS88.75
BVpS85.78
TBVpS82.64
PEG (NY)1.78
PEG (5Y)N/A
Graham Number158.158 (57.61%)
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
WACC8.23%
ROIC/WACC0.42
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 Y4.34%
EPS Next 2Y6.49%
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 Year5.95%
Revenue Next 2Y6.45%
Revenue Next 3Y6.31%
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 6 / 10 to AXIS CAPITAL HOLDINGS LTD (AXS). This can be considered as Fairly Valued.


How profitable is AXIS CAPITAL HOLDINGS LTD (AXS) stock?

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


Can you provide the PE and PB ratios for AXS stock?

The Price/Earnings (PE) ratio for AXIS CAPITAL HOLDINGS LTD (AXS) is 7.74 and the Price/Book (PB) ratio is 1.17.


Can you provide the financial health for AXS stock?

The financial health rating of AXIS CAPITAL HOLDINGS LTD (AXS) is 2 / 10.