AXIS CAPITAL HOLDINGS LTD (AXS) Fundamental Analysis & Valuation

NYSE:AXS • BMG0692U1099

Current stock price

99.31 USD
-3.12 (-3.05%)
Last:

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.
  • 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

  • With a decent Return On Assets value of 2.84%, AXS is doing good in the industry, outperforming 60.14% of the companies in the same industry.
  • AXS's Return On Equity of 15.40% is fine compared to the rest of the industry. AXS outperforms 69.59% of its industry peers.
  • With a decent Return On Invested Capital value of 3.42%, AXS is doing good in the industry, outperforming 60.81% of the companies in the same industry.
  • AXS had an Average Return On Invested Capital over the past 3 years of 2.55%. This is significantly below the industry average of 9.46%.
  • The 3 year average ROIC (2.55%) for AXS is below the current ROIC(3.42%), indicating increased profibility in the last year.
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 Profit Margin of 14.88%. This is in the better half of the industry: AXS outperforms 76.35% of its industry peers.
  • AXS's Profit Margin has improved in the last couple of years.
  • The Operating Margin of AXS (21.70%) is better than 76.35% 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

  • AXS has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • AXS has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for AXS has been reduced compared to 5 years ago.
  • The debt/assets ratio for AXS has been reduced compared to a year ago.
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.
  • With a decent Debt to Equity ratio value of 0.21, AXS is doing good in the industry, outperforming 67.57% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.21
Debt/FCF N/A
Altman-Z N/A
ROIC/WACC0.42
WACC8.19%
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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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.
  • Measured over the past years, AXS shows a small growth in Revenue. The Revenue has been growing by 6.27% on average per year.
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 6.63% on average over the next years.
EPS Next Y3.54%
EPS Next 2Y6.05%
EPS Next 3Y6.9%
EPS Next 5YN/A
Revenue Next Year6.25%
Revenue Next 2Y6.69%
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

  • The Price/Earnings ratio is 7.66, which indicates a rather cheap valuation of AXS.
  • 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 26.91. AXS is valued rather cheaply when compared to this.
  • With a Price/Forward Earnings ratio of 7.40, the valuation of AXS can be described as very cheap.
  • Based on the Price/Forward Earnings ratio, AXS is valued a bit cheaper than 72.97% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 23.68. AXS is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 7.66
Fwd PE 7.4
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

  • 76.35% of the companies in the same industry are more expensive than AXS, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 5.1
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 an expensive valuation of the company.
  • The decent profitability rating of AXS may justify a higher PE ratio.
PEG (NY)2.17
PEG (5Y)N/A
EPS Next 2Y6.05%
EPS Next 3Y6.9%

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6

5. AXS Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.78%, AXS has a reasonable but not impressive dividend return.
  • AXS's Dividend Yield is comparable with the industry average which is at 2.55.
  • AXS's Dividend Yield is comparable with the S&P500 average which is at 1.89.
Industry RankSector Rank
Dividend Yield 1.78%

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

  • 17.68% of the earnings are spent on dividend by AXS. This is a low number and sustainable payout ratio.
  • AXS's earnings are growing more than its dividend. This makes the dividend growth 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 (4/10/2026, 10:51:08 AM)

99.31

-3.12 (-3.05%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupInsurance
GICS IndustryInsurance
Earnings (Last)01-28
Earnings (Next)04-29
Inst Owners94.98%
Inst Owner Change0%
Ins Owners0.83%
Ins Owner Change3.23%
Market Cap7.35B
Revenue(TTM)6.58B
Net Income(TTM)978.65M
Analysts76.25
Price Target125.37 (26.24%)
Short Float %1.05%
Short Ratio1.18
Dividend
Industry RankSector Rank
Dividend Yield 1.78%
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)-0.29%
PT rev (3m)4%
EPS NQ rev (1m)0.89%
EPS NQ rev (3m)3.17%
EPS NY rev (1m)0%
EPS NY rev (3m)1.03%
Revenue NQ rev (1m)-0.17%
Revenue NQ rev (3m)-2.47%
Revenue NY rev (1m)-1.47%
Revenue NY rev (3m)-2.17%
Valuation
Industry RankSector Rank
PE 7.66
Fwd PE 7.4
P/S 1.12
P/FCF N/A
P/OCF N/A
P/B 1.16
P/tB 1.2
EV/EBITDA 5.1
EPS(TTM)12.96
EY13.05%
EPS(NY)13.42
Fwd EY13.51%
FCF(TTM)-1.25
FCFYN/A
OCF(TTM)-0.55
OCFYN/A
SpS88.91
BVpS85.93
TBVpS82.79
PEG (NY)2.17
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
WACC8.19%
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 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 Year6.25%
Revenue Next 2Y6.69%
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.


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 7.66 and the Price/Book (PB) ratio is 1.16.


Can you provide the financial health for AXS stock?

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