Axos Competitors

Stocks . USA . 
Stock . Axos Financial
AX Stock  USD 86.82  8.47  8.89%   
Axos Financial competes with BlackRock Credit, T Rowe, Artisan Mid, Rbc Bluebay, and Cohen Steers; as well as few others. The company is active under Banks sector as part of Financials industry. Analyzing Axos Financial competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Axos Financial to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Axos Financial Correlation with its peers.
For more information on how to buy Axos Stock please use our How to Invest in Axos Financial guide.

Axos Financial vs Flaherty Crumrine Correlation

Very poor diversification

The correlation between Axos Financial and FFC is 0.8 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Axos Financial and FFC in the same portfolio, assuming nothing else is changed.

Moving together with Axos Stock

  0.87BNPH BNP PARIBAS ADRPairCorr
  0.65BIRG Bank of Ireland Earnings Call This WeekPairCorr
  0.7AON0 AOZORA BANK LTDPairCorr
  0.89BY Byline BancorpPairCorr

Moving against Axos Stock

  0.623YB Postal Savings BankPairCorr
  0.31ICBA ICICI Bank LimitedPairCorr
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Axos Financial's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
84.7487.0089.26
Details
Intrinsic
Valuation
LowRealHigh
78.14100.55102.81
Details
Naive
Forecast
LowNextHigh
85.9288.1890.44
Details
6 Analysts
Consensus
LowTargetHigh
101.92112.00124.32
Details

Axos Financial Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Axos Financial and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Axos and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Axos Financial does not affect the price movement of the other competitor.

High positive correlations

HRTVX
+ 0.99
TQSMX
DHMIX
+ 0.96
TQSMX
RGHYX
+ 0.95
TQSMX
HRTVX
+ 0.94
RGHYX
DHMIX
+ 0.93
FHYTX
DHMIX
+ 0.93
HRTVX
  

High negative correlations

APHQX
- 0.22
BTZ

Risk-Adjusted Indicators

There is a big difference between Axos Stock performing well and Axos Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Axos Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
BTZ  0.30  0.00 (0.18) 0.06  0.31 
(0.35)
 0.57 
(0.56)
 2.18 
TQSMX  0.69  0.11  0.14  0.19  0.51 
(0.82)
 1.60 
(1.19)
 5.11 
APHQX  0.82  0.05  0.06  0.13  0.81 
(0.97)
 1.79 
(1.76)
 9.41 
RGHYX  0.10  0.03 (0.22)(1.87) 0.00 
(0.14)
 0.20 
(0.10)
 1.11 
RNP  0.61  0.11  0.07  0.48  0.52 
(0.68)
 1.38 
(1.02)
 3.20 
FHYTX  0.14  0.01 (0.26) 0.13  0.00 
(0.22)
 0.31 
(0.31)
 1.09 
HRTVX  0.73  0.21  0.27  0.28  0.35 
(0.89)
 2.26 
(0.98)
 4.59 
DHMIX  0.71  0.06  0.07  0.14  0.67 
(0.83)
 2.00 
(1.47)
 4.49 
WASH  1.46  0.25  0.16  0.29  1.28 
(1.81)
 3.61 
(2.38)
 17.33 
FFC  0.31  0.03 (0.10) 0.32  0.31 
(0.36)
 0.67 
(0.66)
 2.02 

Axos Financial Competitive Analysis

The better you understand Axos Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Axos Financial's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Axos Financial's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
AX BTZ TQSMX APHQX RGHYX RNP FHYTX HRTVX DHMIX WASH
 8.89 
 86.82 
Axos
 0.28 
 10.61 
BlackRock
 1.27 
 27.18 
TQSMX
 0.27 
 14.87 
Artisan
 0.1 
 10.04 
Rbc
 0.23 
 21.71 
Cohen
 0.15 
 6.50 
Federated
 0.45 
 57.56 
Heartland
 0.14 
 27.66 
Diamond
 4.02 
 33.69 
Washington
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Soft
Weakest
Good
Mild
Good
Good
Fair
Solid
Fair
Fair
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Tiny
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Under Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Strong Buy
Strong Buy
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Buy
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Cautious Hold
Buy
Hold
Strong Sell
Strong Hold
Strong Sell
Strong Buy
Buy
Strong Buy
Current Ratio
2.96
0.11
N/A
N/A
N/A
0.05
N/A
N/A
N/A
N/A
Net Asset
24.78 B
1.59 B
1.23 B
3.3 B
1.23 B
N/A
418.79 M
957.84 M
2.5 B
6.62 B
Profit Margin
0.36
1.0
N/A
N/A
N/A
-181.16
N/A
N/A
N/A
0.24
EBITDA
642.41 M
94.83 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
67.41 M
Operating Margin
0.51
0.9
N/A
N/A
N/A
77.62
N/A
N/A
N/A
0.37
Current Valuation
5.67 B
1.58 B
N/A
N/A
N/A
1.46 B
N/A
N/A
N/A
1.23 B
Price To Book
1.78
0.97
N/A
1.62
N/A
0.96
1.39
1.26
1.83
1.23
Retained Earnings
2.62 B
(112.65 M)
N/A
N/A
N/A
(525.56 M)
N/A
N/A
N/A
442.74 M
Current Asset
217.86 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
N/A
7.0
11.27
4.54
4.66
6.99
3.83
11.24
6.2
4.03
One Year Return
N/A
N/A
18.6
-0.27
8.02
9.47
7.4
30.39
12.29
N/A
Beta
1.25
0.78
N/A
N/A
N/A
1.07
N/A
N/A
N/A
0.86
Number Of Employees
1.99 K
N/A
1
1
1
22
1
1
1
618
Cash Position Weight
N/A
N/A
0.53
2.47
10.45
N/A
2.82
5.65
3.96
N/A
Equity Positions Weight
N/A
N/A
99.47
97.53
0.01
N/A
4.13
93.53
94.95
N/A
Shares Outstanding
56.68 M
93.32 M
N/A
N/A
N/A
47.59 M
N/A
N/A
N/A
19.04 M
Three Year Return
N/A
N/A
16.21
5.93
9.36
9.38
8.53
17.8
7.25
N/A
Cash Flow From Operations
490.33 M
141.42 M
N/A
N/A
N/A
50.69 M
N/A
N/A
N/A
52.55 M
Annual Yield
N/A
0.0946
0.0039
0.0158
0.0664
0.0068
0.0523
0.0053
N/A
0.0665
Total Debt
372.67 M
536.05 M
N/A
N/A
N/A
450 M
N/A
N/A
N/A
726.13 M
Return On Equity
0.17
0.0977
N/A
N/A
N/A
-9.16
N/A
N/A
N/A
0.1
Bond Positions Weight
N/A
N/A
N/A
N/A
85.98
N/A
9.72
N/A
1.09
N/A
Return On Asset
0.0176
0.0331
N/A
N/A
N/A
1.78
N/A
N/A
N/A
0.0077
Number Of Shares Shorted
2.47 M
26.01 K
N/A
N/A
N/A
83.42 K
N/A
N/A
N/A
762.4 K
Book Value Per Share
51.7
11.36
N/A
N/A
N/A
23.62
N/A
N/A
N/A
28.56
Minimum Initial Investment
N/A
N/A
N/A
N/A
1000 K
N/A
N/A
N/A
2.5 K
N/A
Current Liabilities
73.58 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
24.78 B
1.59 B
474.69 M
1.68 B
1.22 B
693.36 M
169.15 M
746.16 M
2.28 B
6.62 B
Debt To Equity
0.16
0.5
N/A
N/A
N/A
0.41
N/A
N/A
N/A
0.0604
Short Ratio
5.92
0.08
N/A
N/A
N/A
0.5
N/A
N/A
N/A
5.32
Target Price
112.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
35.0
Last Dividend Paid
N/A
1.01
N/A
0.13
0.05
1.63
0.02
0.14
N/A
2.24
Shares Owned By Institutions
83.82
36.45
N/A
N/A
N/A
16.99
N/A
N/A
N/A
69.13
Market Capitalization
5.4 B
992.97 M
N/A
N/A
N/A
1.21 B
N/A
N/A
N/A
641.29 M
Price To Earning
11.37
26.25
N/A
15.79
N/A
60.05
8.74
9.36
18.97
10.95
Price To Earnings To Growth
0.78
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.01
Price To Sales
4.26
9.6
N/A
0.84
N/A
18.02
0.55
0.72
1.12
2.92
Net Income
432.91 M
63.36 M
N/A
N/A
N/A
(108.62 M)
N/A
N/A
N/A
52.24 M
Earnings Per Share
7.88
1.1
N/A
N/A
N/A
0.38
N/A
N/A
N/A
2.71
Shares Owned By Insiders
4.83
1.45
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.57
Revenue
1.93 B
102.86 M
N/A
N/A
N/A
59.96 M
N/A
N/A
N/A
381.08 M
Year To Date Return
N/A
N/A
9.2
0.27
1.0
7.58
0.87
12.14
4.39
N/A
Working Capital
144.28 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
7.24
N/A
N/A
7.02
4.79
8.25
N/A
Cash And Equivalents
75 K
3.76 M
N/A
N/A
N/A
1.26 M
N/A
N/A
N/A
130.07 M
Cash Per Share
N/A
0.04
N/A
N/A
N/A
0.03
N/A
N/A
N/A
7.57
Gross Profit
1.27 B
103.41 M
N/A
N/A
N/A
56.91 M
N/A
N/A
N/A
219.85 M
Day Typical Price
88.46
10.6
27.18
14.87
10.04
21.71
6.5
57.56
27.66
34.19
Accumulation Distribution
46282.63
2856.0
N/A
N/A
N/A
2055.81
N/A
N/A
N/A
9405.79
Daily Balance Of Power
(1.26)
(0.33)
0
0
0
0.1613
0
0
9.2 T
(0.70)
Period Momentum Indicator
(8.47)
(0.03)
(0.35)
(0.04)
(0.01)
0.05
(0.01)
(0.26)
0.04
(1.41)
Rate Of Daily Change
0.91
1.0
0.99
1.0
1.0
1.0
1.0
1.0
1.0
0.96
Day Median Price
89.28
10.6
27.18
14.87
10.04
21.71
6.5
57.56
27.66
34.44
Price Action Indicator
(6.69)
N/A
(0.18)
(0.02)
(0.01)
0.03
(0.01)
(0.13)
0.02
(1.46)
Relative Strength Index
50.15
60.89
55.76
40.9
67.97
72.7
52.85
64.12
47.47
67.63
Coefficient Of Variation
1392.58
1998.86
459.86
826.94
362.62
545.14
617.58
321.9
615.37
658.65
Mean Deviation
1.48
0.3002
0.6903
0.8217
0.0965
0.6127
0.1409
0.7346
0.7075
1.46
Jensen Alpha
0.0237
(0)
0.1058
0.0513
0.0295
0.1054
0.0078
0.2096
0.0626
0.2465
Total Risk Alpha
(0.08)
(0.03)
0.0918
0.0108
0.0138
0.0487
9.0E-4
0.1902
0.0442
0.0998
Sortino Ratio
0.0263
(0.18)
0.1367
0.0636
(0.22)
0.0663
(0.26)
0.2721
0.0721
0.1637
Downside Variance
6.83
0.1469
0.6007
0.9511
0.0526
0.488
0.0503
0.605
0.7302
2.55
Standard Deviation
2.21
0.3882
0.9006
1.26
0.1389
0.7426
0.1902
0.9707
0.9325
2.31
Kurtosis
4.41
1.19
1.52
11.88
7.49
(0.70)
1.82
0.8494
0.3259
11.92
Potential Upside
3.29
0.5731
1.6
1.79
0.2033
1.38
0.3091
2.26
2.0
3.61
Treynor Ratio
0.0951
0.0644
0.1854
0.1251
(1.87)
0.4832
0.1275
0.2841
0.1433
0.2877
Maximum Drawdown
11.03
2.18
5.11
9.41
1.11
3.2
1.09
4.59
4.49
17.33
Variance
4.87
0.1507
0.8111
1.58
0.0193
0.5515
0.0362
0.9422
0.8695
5.36
Market Risk Adjusted Performance
0.1051
0.0744
0.1954
0.1351
(1.86)
0.4932
0.1375
0.2941
0.1533
0.2977
Risk Adjusted Performance
0.0615
0.0286
0.168
0.0965
0.166
0.1401
0.0937
0.2399
0.1262
0.1229
Skewness
(1.24)
0.4339
0.588
2.19
(1.00)
(0.01)
0.5014
0.5507
0.1715
2.25
Semi Deviation
2.36
0.3123
0.5113
0.8096
0.0
0.5216
0.0
0.35
0.6679
1.28
Information Ratio
0.0311
(0.18)
0.1176
0.0494
(0.37)
0.0624
(0.31)
0.218
0.0661
0.113
Value At Risk
(2.80)
(0.56)
(1.19)
(1.76)
(0.10)
(1.02)
(0.31)
(0.98)
(1.47)
(2.38)
Expected Short fall
(1.44)
(0.35)
(0.82)
(0.97)
(0.14)
(0.68)
(0.22)
(0.89)
(0.83)
(1.81)
Downside Deviation
2.61
0.3833
0.7751
0.9752
0.2293
0.6986
0.2242
0.7778
0.8545
1.6
Semi Variance
5.56
0.0976
0.2614
0.6555
(0.02)
0.2721
(0.01)
0.1225
0.446
1.64

Axos Financial Competition Performance Charts

Five steps to successful analysis of Axos Financial Competition

Axos Financial's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Axos Financial in relation to its competition. Axos Financial's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Axos Financial in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Axos Financial's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Axos Financial, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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In addition to having Axos Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Additional Tools for Axos Stock Analysis

When running Axos Financial's price analysis, check to measure Axos Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Axos Financial is operating at the current time. Most of Axos Financial's value examination focuses on studying past and present price action to predict the probability of Axos Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Axos Financial's price. Additionally, you may evaluate how the addition of Axos Financial to your portfolios can decrease your overall portfolio volatility.
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