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AX Stock Analysis - Axos Financial, Inc. AI Rating

AX NYSE Savings Institution, Federally Chartered DE CIK: 0001299709
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
SELL
75% Confidence

📊 AX Key Takeaways

Revenue: $979.6M
Net Margin: 24.6%
Free Cash Flow: $194.7M
Current Ratio: N/A
Debt/Equity: 0.11x
EPS: $4.17
AI Rating: SELL with 75% confidence

Investment Thesis

Axos Financial exhibits severe operational deterioration with revenue collapsing 96.4% YoY, indicating a major business disruption or accounting restatement rather than normal cyclical decline. While the company maintains positive profitability metrics and conservative leverage, the dramatic revenue decline combined with weak interest coverage ratio of 0.9x raises substantial solvency concerns that outweigh its modest free cash flow generation.

AX Strengths

  • + Conservative leverage with debt-to-equity ratio of only 0.11x providing financial flexibility
  • + Solid free cash flow generation of $194.7M with 19.9% FCF margin demonstrating cash conversion capability
  • + Maintained profitability with 24.6% net margin and $240.7M net income despite revenue collapse, suggesting cost structure adjustment

AX Risks

  • ! Catastrophic 96.4% revenue decline YoY indicating fundamental business disruption or major accounting adjustment requiring investigation
  • ! Dangerously low interest coverage ratio of 0.9x suggesting insufficient earnings to service debt obligations
  • ! Asset quality concerns implicit in the revenue collapse; unclear if this reflects loan portfolio deterioration, portfolio sales, or accounting changes

Key Metrics to Watch

AX Financial Metrics

Revenue
$979.6M
Net Income
$240.7M
EPS (Diluted)
$4.17
Free Cash Flow
$194.7M
Total Assets
$28.2B
Cash Position
$1.0B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

AX Profitability Ratios

Gross Margin N/A
Operating Margin 33.2%
Net Margin 24.6%
ROE 8.2%
ROA 0.9%
FCF Margin 19.9%

AX vs Default Sector

How Axos Financial, Inc. compares to Default sector averages

Net Margin
AX 24.6%
vs
Sector Avg 12.0%
AX Sector
ROE
AX 8.2%
vs
Sector Avg 15.0%
AX Sector
Current Ratio
AX 0.0x
vs
Sector Avg 1.8x
AX Sector
Debt/Equity
AX 0.1x
vs
Sector Avg 0.7x
AX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

AX Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.11x
Debt/Assets
89.6%
Interest Coverage
0.91x
Long-term Debt
$312.7M

AX 5-Year Financial Trend

AX 5-year financial data: Year 2020: Revenue $33.8M, Net Income N/A, EPS N/A. Year 2022: Revenue $59.4M, Net Income $183.4M, EPS $2.98. Year 2023: Revenue $65.3M, Net Income $215.7M, EPS $3.56. Year 2024: Revenue $65.3M, Net Income $240.7M, EPS $3.97. Year 2025: Revenue $65.8M, Net Income $307.2M, EPS $5.07.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Axos Financial, Inc.'s revenue has grown significantly by 95% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.07 reflects profitable operations.

AX Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
19.9%
Free cash flow / Revenue

AX Quarterly Performance

Quarterly financial performance data for Axos Financial, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2020 $4.7M $38.5M $0.63
Q2 2020 $5.6M $38.8M $0.62
Q1 2020 $4.2M $36.8M $0.58
Q3 2019 $1.1M $38.5M $0.63
Q2 2019 $3.4M $31.6M $0.49
Q1 2019 $1.1M $31.4M $0.50

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

AX Capital Allocation

Operating Cash Flow
$222.5M
Cash generated from operations
Stock Buybacks
$58.2M
Shares repurchased (TTM)
Capital Expenditures
$27.8M
Investment in assets
Dividends
None
No dividend program

AX SEC Filings

Access official SEC EDGAR filings for Axos Financial, Inc. (CIK: 0001299709)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 4 xslF345X05/edgardoc.xml View →
Mar 16, 2026 4 xslF345X05/edgardoc.xml View →
Mar 16, 2026 4 xslF345X05/edgardoc.xml View →
Mar 16, 2026 4 xslF345X05/edgardoc.xml View →
Mar 16, 2026 4 xslF345X05/edgardoc.xml View →

Frequently Asked Questions about AX

What is the AI rating for AX?

Axos Financial, Inc. (AX) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are AX's key strengths?

Conservative leverage with debt-to-equity ratio of only 0.11x providing financial flexibility. Solid free cash flow generation of $194.7M with 19.9% FCF margin demonstrating cash conversion capability.

What are the risks of investing in AX?

Catastrophic 96.4% revenue decline YoY indicating fundamental business disruption or major accounting adjustment requiring investigation. Dangerously low interest coverage ratio of 0.9x suggesting insufficient earnings to service debt obligations.

What is AX's revenue and growth?

Axos Financial, Inc. reported revenue of $979.6M.

Does AX pay dividends?

Axos Financial, Inc. does not currently pay dividends.

Where can I find AX SEC filings?

Official SEC filings for Axos Financial, Inc. (CIK: 0001299709) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AX's EPS?

Axos Financial, Inc. has a diluted EPS of $4.17.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI