(AXS) AXIS Capital Holdings - Ratings and Ratios
Insurance, Reinsurance, Liability, Property, Cyber
AXS EPS (Earnings per Share)
AXS Revenue
Description: AXS AXIS Capital Holdings
AXIS Capital Holdings Ltd (NYSE:AXS) is a specialty insurance and reinsurance provider operating globally, with a presence in Bermuda, the US, and internationally. The company is divided into two main segments: Insurance and Reinsurance, offering a diverse range of products that cater to various industries, including commercial enterprises, financial institutions, and professional service providers.
The Insurance segment provides a broad spectrum of insurance products, including professional liability, property, marine, aviation, and personal accident insurance, among others. Meanwhile, the Reinsurance segment offers reinsurance products for agriculture, marine, aviation, catastrophe, and other risks. This diversified product portfolio enables AXS to spread risk and capitalize on opportunities across different markets.
From a financial perspective, AXIS Capital Holdings Ltd has a market capitalization of approximately $7.57 billion, indicating a significant presence in the industry. The companys Price-to-Earnings (P/E) ratio is around 9.54, suggesting a relatively attractive valuation compared to its earnings. Additionally, the forward P/E ratio is 8.55, indicating potential for future growth. The Return on Equity (RoE) stands at 14.84%, demonstrating the companys ability to generate returns for its shareholders.
To further evaluate AXSs performance, we can examine key performance indicators (KPIs) such as the combined ratio, which measures the companys underwriting profitability. A combined ratio below 100% indicates profitability. Other relevant KPIs include the loss ratio, expense ratio, and investment yield, which can provide insights into the companys underwriting performance, operational efficiency, and investment returns, respectively.
AXIS Capital Holdings Ltds stock price is currently at $97.35, with support levels at $95.3, $92.0, $88.6, $87.1, and $78.2. The companys stock has shown a 52-week high of $106.47 and a low of $69.96, indicating a significant price range. Analyzing these levels, along with the companys fundamental data, can help investors make informed decisions about potential investment opportunities.
AXS Stock Overview
| Market Cap in USD | 7,389m |
| Sub-Industry | Property & Casualty Insurance |
| IPO / Inception | 2003-07-01 |
AXS Stock Ratings
| Growth Rating | 88.1% |
| Fundamental | 67.7% |
| Dividend Rating | 55.7% |
| Return 12m vs S&P 500 | 7.04% |
| Analyst Rating | 4.11 of 5 |
AXS Dividends
| Dividend Yield 12m | 1.85% |
| Yield on Cost 5y | 4.45% |
| Annual Growth 5y | 1.30% |
| Payout Consistency | 99.8% |
| Payout Ratio | 14.5% |
AXS Growth Ratios
| Growth Correlation 3m | 0% |
| Growth Correlation 12m | 75.6% |
| Growth Correlation 5y | 94.3% |
| CAGR 5y | 27.94% |
| CAGR/Max DD 3y (Calmar Ratio) | 1.51 |
| CAGR/Mean DD 3y (Pain Ratio) | 4.77 |
| Sharpe Ratio 12m | 1.56 |
| Alpha | 9.89 |
| Beta | 0.740 |
| Volatility | 20.37% |
| Current Volume | 412.3k |
| Average Volume 20d | 676k |
| Stop Loss | 93.3 (-3%) |
| Signal | 0.14 |
Piotroski VR‑10 (Strict, 0-10) 4.5
| Net Income (891.8m TTM) > 0 and > 6% of Revenue (6% = 368.9m TTM) |
| FCFTA -0.02 (>2.0%) and ΔFCFTA -6.74pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 22.95% (prev 286.8%; Δ -263.8pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA -0.01 (>3.0%) and CFO -402.6m <= Net Income 891.8m (YES >=105%, WARN >=100%) |
| Net Debt (-1.30b) to EBITDA (1.13b) ratio: -1.15 <= 3.0 (WARN <= 3.5) |
| Current Ratio 14.24 (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 -7.03% (target <= -2.0% for YES) |
| Gross Margin 81.85% (prev 87.21%; Δ -5.37pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 18.56% (prev 18.08%; Δ 0.48pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 16.13 (EBITDA TTM 1.13b / Interest Expense TTM 66.8m) >= 6 (WARN >= 3) |
Altman Z'' 1.51
| (A) 0.04 = (Total Current Assets 1.52b - Total Current Liabilities 106.5m) / Total Assets 34.15b |
| (B) 0.22 = Retained Earnings (Balance) 7.67b / Total Assets 34.15b |
| (C) 0.03 = EBIT TTM 1.08b / Avg Total Assets 33.11b |
| (D) 0.27 = Book Value of Equity 7.65b / Total Liabilities 27.98b |
| Total Rating: 1.51 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 67.71
| 1. Piotroski 4.50pt = -0.50 |
| 2. FCF Yield -10.24% = -5.0 |
| 3. FCF Margin -11.07% = -4.15 |
| 4. Debt/Equity 0.02 = 2.50 |
| 5. Debt/Ebitda -1.15 = 2.50 |
| 6. ROIC - WACC (= 9.87)% = 12.34 |
| 7. RoE 14.71% = 1.23 |
| 8. Rev. Trend 79.13% = 5.93 |
| 9. EPS Trend 57.36% = 2.87 |
What is the price of AXS shares?
Over the past week, the price has changed by +1.28%, over one month by -2.45%, over three months by -2.31% and over the past year by +21.08%.
Is AXIS Capital Holdings a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of AXS is around 108.40 USD . This means that AXS is currently undervalued and has a potential upside of +12.67% (Margin of Safety).
Is AXS a buy, sell or hold?
- 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 | 113.5 | 18% |
| Analysts Target Price | 113.5 | 18% |
| ValueRay Target Price | 121.3 | 26% |
Last update: 2025-10-06 02:04
AXS Fundamental Data Overview
P/E Trailing = 9.0885
P/E Forward = 7.4627
P/S = 1.1846
P/B = 1.3043
P/EG = -10.28
Beta = 0.74
Revenue TTM = 6.15b USD
EBIT TTM = 1.08b USD
EBITDA TTM = 1.13b USD
Long Term Debt = 1.38b USD (from longTermDebt, last quarter)
Short Term Debt = 106.5m USD (from shortTermDebt, last quarter)
Debt = 106.5m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -1.30b USD (from netDebt column, last quarter)
Enterprise Value = 6.64b USD (7.39b + Debt 106.5m - CCE 852.1m)
Interest Coverage Ratio = 16.13 (Ebit TTM 1.08b / Interest Expense TTM 66.8m)
FCF Yield = -10.24% (FCF TTM -680.5m / Enterprise Value 6.64b)
FCF Margin = -11.07% (FCF TTM -680.5m / Revenue TTM 6.15b)
Net Margin = 14.51% (Net Income TTM 891.8m / Revenue TTM 6.15b)
Gross Margin = 81.85% ((Revenue TTM 6.15b - Cost of Revenue TTM 1.12b) / Revenue TTM)
Gross Margin QoQ = 99.85% (prev 99.81%)
Tobins Q-Ratio = 0.19 (Enterprise Value 6.64b / Total Assets 34.15b)
Interest Expense / Debt = 15.57% (Interest Expense 16.6m / Debt 106.5m)
Taxrate = -20.05% (negative due to tax credits) (-56.2m / 280.3m)
NOPAT = 1.29b (EBIT 1.08b * (1 - -20.05%)) [negative tax rate / tax credits]
Current Ratio = 14.24 (Total Current Assets 1.52b / Total Current Liabilities 106.5m)
Debt / Equity = 0.02 (Debt 106.5m / totalStockholderEquity, last quarter 6.17b)
Debt / EBITDA = -1.15 (Net Debt -1.30b / EBITDA 1.13b)
Debt / FCF = 1.91 (negative FCF - burning cash) (Net Debt -1.30b / FCF TTM -680.5m)
Total Stockholder Equity = 6.06b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.61% (Net Income 891.8m / Total Assets 34.15b)
RoE = 14.71% (Net Income TTM 891.8m / Total Stockholder Equity 6.06b)
RoCE = 14.47% (EBIT 1.08b / Capital Employed (Equity 6.06b + L.T.Debt 1.38b))
RoIC = 18.75% (NOPAT 1.29b / Invested Capital 6.90b)
WACC = 8.88% (E(7.39b)/V(7.50b) * Re(8.74%) + D(106.5m)/V(7.50b) * Rd(15.57%) * (1-Tc(-0.20)))
Discount Rate = 8.74% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -3.55%
Fair Price DCF = unknown (Cash Flow -680.5m)
EPS Correlation: 57.36 | EPS CAGR: 451.9% | SUE: 0.65 | # QB: 0
Revenue Correlation: 79.13 | Revenue CAGR: 10.93% | SUE: -0.02 | # QB: 0
Additional Sources for AXS Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle