Overview Dividends

(AXS) AXIS Capital Holdings - Ratings and Ratios

Exchange: NYSE • Country: Bermuda • Currency: USD • Type: Common Stock • ISIN: BMG0692U1099

Insurance, Reinsurance, Casualty, Property, Marine

EPS (Earnings per Share)

EPS Growth (3y CAGR): 20.41%
EPS Trend (3y Corr): 92.2%

Last SUE: 1.39σ
Qual. Beats: 1

Revenue

Revenue Growth (3y CAGR): -52.69%
Revenue Trend (3y Corr): -43.7%

Last SUE: -4.00σ
Qual. Beats: 0

Risk via 10d forecast
Volatility	23.7%
Value at Risk 5%th	38.9%
Relative Tail Risk	-0.14%

Reward TTM
Sharpe Ratio	0.69
Alpha	12.48

Character TTM
Hurst Exponent	0.509
Beta	0.549
Beta Downside	0.682

Drawdowns 3y
Max DD	18.54%
Mean DD	6.17%
Median DD	5.33%

Description: AXS AXIS Capital Holdings November 04, 2025

AXIS Capital Holdings Ltd (NYSE:AXS) operates two primary businesses-Insurance and Reinsurance-delivering a broad suite of specialty coverages across Bermuda, the United States, and global markets. The Insurance segment focuses on professional liability (D&O, E&O, medical malpractice), property, marine, aviation, cyber, credit-political risk, and niche personal lines such as travel and pet insurance. The Reinsurance segment provides capacity for agriculture, catastrophe, motor, professional, life, and property-liability lines, among others.

Key performance indicators from the most recent fiscal year show a net written premium (NWP) of roughly $9.8 bn, a combined ratio of 94.5% (indicating underwriting profitability), and a return on equity (ROE) near 12%, which is modestly above the sector median of ~10%.

Sector-wide drivers that materially affect AXIS’s outlook include the cyclical nature of reinsurance pricing (hard vs. soft markets), the frequency and severity of natural catastrophes-particularly hurricanes in the U.S. Gulf and Atlantic regions-and the prevailing interest-rate environment, which influences investment income that often offsets underwriting results.

For a deeper quantitative look at AXS’s valuation metrics, you might explore the analytics on ValueRay.

AXS Stock Overview

Market Cap in USD	7,911m
Sub-Industry	Property & Casualty Insurance
IPO / Inception	2003-07-01
Return 12m vs S&P 500	3.85%
Analyst Rating	4.11 of 5

AXS Dividends

Metric	Value
Dividend Yield	1.75%
Yield on Cost 5y	3.92%
Yield CAGR 5y	1.63%
Payout Consistency	99.8%
Payout Ratio	13.9%

AXS Growth Ratios

Metric	Value
CAGR 3y	25.29%
CAGR/Max DD Calmar Ratio	1.36
CAGR/Mean DD Pain Ratio	4.10
Current Volume	727.6k
Average Volume	802.7k

Piotroski VR‑10 (Strict, 0-10) 4.5

Net Income (1.01b TTM) > 0 and > 6% of Revenue (6% = 279.9m TTM)

FCFTA -0.09 (>2.0%) and ΔFCFTA -14.35pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 29.30% (prev 289.8%; Δ -260.5pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA -0.08 (>3.0%) and CFO -2.77b <= Net Income 1.01b (YES >=105%, WARN >=100%)

Net Debt (-1.25b) to EBITDA (1.12b) ratio: -1.11 <= 3.0 (WARN <= 3.5)

Current Ratio 13.54 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (79.3m) change vs 12m ago -6.67% (target <= -2.0% for YES)

Gross Margin 76.08% (prev 87.70%; Δ -11.62pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 13.91% (prev 18.08%; Δ -4.16pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 12.52 (EBITDA TTM 1.12b / Interest Expense TTM 66.6m) >= 6 (WARN >= 3)

Altman Z'' 1.48

(A) 0.04 = (Total Current Assets 1.48b - Total Current Liabilities 109.0m) / Total Assets 34.34b

(B) 0.23 = Retained Earnings (Balance) 7.93b / Total Assets 34.34b

(D) 0.28 = Book Value of Equity 7.95b / Total Liabilities 27.97b

Total Rating: 1.48 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 53.95

1. Piotroski 4.50pt = -0.50

2. FCF Yield -45.94% = -5.0

3. FCF Margin -65.61% = -7.50

4. Debt/Equity 0.02 = 2.50

5. Debt/Ebitda -1.11 = 2.50

6. ROIC - WACC (= 7.39)% = 9.24

7. RoE 16.51% = 1.38

8. Rev. Trend -43.69% = -3.28

9. EPS Trend 92.23% = 4.61

What is the price of AXS shares?

As of November 19, 2025, the stock is trading at USD 100.71 with a total of 727,585 shares traded.
Over the past week, the price has changed by +1.01%, over one month by +8.85%, over three months by +6.49% and over the past year by +18.96%.

Is AXS a buy, sell or hold?

AXIS Capital Holdings has received a consensus analysts rating of 4.11. Therefore, it is recommended to buy AXS.

Strong Buy: 4
Buy: 2
Hold: 3
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the AXS price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	115	14.2%
Analysts Target Price	115	14.2%
ValueRay Target Price	123.8	22.9%

AXS Fundamental Data Overview November 17, 2025

Market Cap USD = 7.91b (7.91b USD * 1.0 USD.USD)
P/E Trailing = 8.4611
P/E Forward = 7.874
P/S = 1.2555
P/B = 1.3536
P/EG = -10.28
Beta = 0.655
Revenue TTM = 4.66b USD
EBIT TTM = 833.2m USD
EBITDA TTM = 1.12b USD
Long Term Debt = 1.38b USD (from longTermDebt, last quarter)
Short Term Debt = 109.0m USD (from shortTermDebt, last quarter)
Debt = 109.0m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -1.25b USD (from netDebt column, last quarter)
Enterprise Value = 6.66b USD (7.91b + Debt 109.0m - CCE 1.36b)
Interest Coverage Ratio = 12.52 (Ebit TTM 833.2m / Interest Expense TTM 66.6m)
FCF Yield = -45.94% (FCF TTM -3.06b / Enterprise Value 6.66b)
FCF Margin = -65.61% (FCF TTM -3.06b / Revenue TTM 4.66b)
Net Margin = 21.72% (Net Income TTM 1.01b / Revenue TTM 4.66b)
Gross Margin = 76.08% ((Revenue TTM 4.66b - Cost of Revenue TTM 1.12b) / Revenue TTM)
Gross Margin QoQ = 98.70% (prev 99.84%)
Tobins Q-Ratio = 0.19 (Enterprise Value 6.66b / Total Assets 34.34b)
Interest Expense / Debt = 15.29% (Interest Expense 16.7m / Debt 109.0m)
Taxrate = -30.33% (negative due to tax credits) (-70.3m / 231.6m)
NOPAT = 1.09b (EBIT 833.2m * (1 - -30.33%)) [negative tax rate / tax credits]
Current Ratio = 13.54 (Total Current Assets 1.48b / Total Current Liabilities 109.0m)
Debt / Equity = 0.02 (Debt 109.0m / totalStockholderEquity, last quarter 6.37b)
Debt / EBITDA = -1.11 (Net Debt -1.25b / EBITDA 1.12b)
Debt / FCF = 0.41 (negative FCF - burning cash) (Net Debt -1.25b / FCF TTM -3.06b)
Total Stockholder Equity = 6.13b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.95% (Net Income 1.01b / Total Assets 34.34b)
RoE = 16.51% (Net Income TTM 1.01b / Total Stockholder Equity 6.13b)
RoCE = 11.09% (EBIT 833.2m / Capital Employed (Equity 6.13b + L.T.Debt 1.38b))
RoIC = 15.59% (NOPAT 1.09b / Invested Capital 6.97b)
WACC = 8.20% (E(7.91b)/V(8.02b) * Re(8.04%) + D(109.0m)/V(8.02b) * Rd(15.29%) * (1-Tc(-0.30)))
Discount Rate = 8.04% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -3.55%
Fair Price DCF = unknown (Cash Flow -3.06b)
EPS Correlation: 92.23 | EPS CAGR: 20.41% | SUE: 1.39 | # QB: 1
Revenue Correlation: -43.69 | Revenue CAGR: -52.69% | SUE: -4.0 | # QB: 0

Additional Sources for AXS Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle