AX RSI Chart
Last 7 days
2.2%
Last 30 days
26.0%
Last 90 days
13.9%
Trailing 12 Months
53.0%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 1.5B | 0 | 0 | 0 |
2023 | 994.9M | 1.2B | 1.3B | 1.4B |
2022 | 632.5M | 659.7M | 725.2M | 847.7M |
2021 | 605.1M | 617.9M | 626.3M | 628.0M |
2020 | 620.3M | 622.8M | 626.4M | 634.5M |
2019 | 542.1M | 564.9M | 588.4M | 604.5M |
2018 | 454.7M | 475.1M | 494.4M | 517.8M |
2017 | 375.0M | 387.3M | 403.3M | 416.8M |
2016 | 299.0M | 317.7M | 334.0M | 352.3M |
2015 | 226.9M | 244.4M | 260.8M | 277.6M |
2014 | 159.2M | 172.9M | 191.3M | 209.2M |
2013 | 129.2M | 135.7M | 141.0M | 148.7M |
2012 | 111.1M | 115.7M | 119.0M | 123.9M |
2011 | 91.1M | 92.9M | 99.6M | 105.6M |
2010 | 0 | 85.6M | 87.4M | 89.3M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 23, 2024 | constantine thomas m | acquired | 78,584 | 52.25 | 1,504 | - |
Mar 23, 2024 | walsh derrick | acquired | 74,874 | 52.25 | 1,433 | evp, chief financial officer |
Mar 23, 2024 | park david x | acquired | 59,356 | 52.25 | 1,136 | - |
Mar 23, 2024 | tolla john charles | back to issuer | -29,155 | 52.25 | -558 | evp, chief governance, risk & |
Mar 23, 2024 | matsumoto raymond d | back to issuer | -52,250 | 52.25 | -1,000 | - |
Mar 23, 2024 | tolla john charles | acquired | 54,287 | 52.25 | 1,039 | evp, chief governance, risk & |
Mar 23, 2024 | constantine thomas m | back to issuer | -42,218 | 52.25 | -808 | - |
Mar 23, 2024 | swanson brian d | acquired | 74,090 | 52.25 | 1,418 | - |
Mar 23, 2024 | park david x | back to issuer | -30,043 | 52.25 | -575 | - |
Mar 23, 2024 | walsh derrick | back to issuer | -40,232 | 52.25 | -770 | evp, chief financial officer |
Which funds bought or sold AX recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 16, 2024 | HANCOCK WHITNEY CORP | added | 213 | 456,467 | 673,395 | 0.02% |
May 16, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -7.29 | -266,195 | 2,963,070 | -% |
May 16, 2024 | Tidal Investments LLC | added | 10.93 | 136,326 | 1,529,010 | 0.03% |
May 16, 2024 | Jaffetilchin Investment Partners, LLC | unchanged | - | -6,271 | 605,140 | 0.05% |
May 16, 2024 | Creekmur Asset Management LLC | reduced | -50.00 | -1,876 | 1,837 | -% |
May 16, 2024 | JANE STREET GROUP, LLC | reduced | -86.85 | -3,981,600 | 595,737 | -% |
May 16, 2024 | AVENIR CORP | unchanged | - | -11,642 | 1,123,490 | 0.10% |
May 16, 2024 | Beacon Capital Management, LLC | new | - | 1,135 | 1,135 | -% |
May 16, 2024 | COMERICA BANK | reduced | -10.22 | -152,759 | 1,218,320 | -% |
May 16, 2024 | B. Riley Wealth Advisors, Inc. | added | 1.55 | -712,538 | 1,695,980 | 0.05% |
Unveiling Axos Financial Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Axos Financial Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
JPM | 588.1B | 174.7B | 11.68 | 3.37 | ||||
BAC | 307.4B | 137.9B | 12.28 | 2.23 | ||||
WFC | 213.0B | 85.8B | 11.35 | 2.48 | ||||
C | 122.2B | 125.0B | 15.29 | 0.98 | ||||
CFG | 16.9B | 10.4B | 11.81 | 1.62 | ||||
KEY | 14.5B | 8.1B | 16.61 | 1.78 | ||||
MID-CAP | ||||||||
CMA | 7.3B | 4.2B | 10.46 | 1.71 | ||||
ZION | 6.6B | 4.1B | 10.55 | 1.63 | ||||
ABCB | 3.5B | 1.3B | 12.32 | 2.65 | ||||
ASB | 3.4B | 2.0B | 20.88 | 1.65 | ||||
SMALL-CAP | ||||||||
AMNB | 497.6M | 120.2M | 19.02 | 4.14 | ||||
AROW | 417.1M | 173.1M | 14.3 | 2.41 | ||||
ALRS | 390.4M | 152.4M | 39.27 | 2.56 | ||||
ACNB | 295.5M | 98.7M | 10.04 | 2.99 | ||||
ASRV | 48.0M | 62.5M | -16.24 | 0.77 |
Axos Financial Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 12.4% | 444 | 395 | 364 | 346 | 307 | 280 | 224 | 184 | 160 | 157 | 158 | 157 | 156 | 155 | 150 | 144 | 185 | 147 | 146 | 142 | 169 |
EBITDA Margin | -2.1% | 0.99* | 1.01* | 1.01* | 1.07* | 1.17* | 1.28* | 1.38* | 1.47* | 1.49* | 1.46* | 1.43* | 1.41* | - | - | - | - | - | - | - | - | - |
Interest Expenses | 14.4% | 262 | 229 | 211 | 204 | 199 | 200 | 180 | 165 | 150 | 146 | 147 | 142 | 136 | 134 | 127 | 117 | 149 | 108 | 103 | 100 | 129 |
Income Taxes | -31.7% | 45.00 | 66.00 | 36.00 | 30.00 | 35.00 | 36.00 | 24.00 | 24.00 | 25.00 | 26.00 | 25.00 | 21.00 | 22.00 | 24.00 | 23.00 | 23.00 | 24.00 | 17.00 | 16.00 | 15.00 | 16.00 |
Earnings Before Taxes | -28.5% | 156 | 217 | 118 | 117 | 115 | 117 | 83.00 | 82.00 | 87.00 | 86.00 | 85.00 | 75.00 | 76.00 | 79.00 | 76.00 | 68.00 | 80.00 | 58.00 | 57.00 | 55.00 | 54.00 |
EBT Margin | -2.2% | 0.39* | 0.40* | 0.36* | 0.37* | 0.40* | 0.44* | 0.47* | 0.52* | 0.53* | 0.51* | 0.50* | 0.49* | - | - | - | - | - | - | - | - | - |
Net Income | -27.0% | 111 | 152 | 83.00 | 87.00 | 80.00 | 82.00 | 58.00 | 58.00 | 62.00 | 61.00 | 60.00 | 54.00 | 54.00 | 55.00 | 53.00 | 45.00 | 56.00 | 41.00 | 41.00 | 41.00 | 39.00 |
Net Income Margin | -1.8% | 0.28* | 0.28* | 0.26* | 0.27* | 0.28* | 0.31* | 0.33* | 0.36* | 0.37* | 0.36* | 0.36* | 0.35* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 1.2% | 115 | 113 | 34.00 | 69.00 | -57.83 | 106 | 71.00 | 141 | 142 | 57.00 | -129 | 100 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 4.7% | 22,642 | 21,624 | 20,825 | 20,348 | 19,782 | 18,741 | 18,407 | 17,401 | 16,081 | 15,548 | 14,907 | 14,266 | 14,828 | 14,393 | 13,382 | 13,852 | 12,160 | 13,852 | 11,771 | 11,220 | 10,876 |
Cash Equivalents | 20.8% | 2,130 | 1,764 | 2,414 | 2,233 | 2,504 | 1,953 | 1,698 | 1,575 | 1,249 | 1,118 | 1,269 | 1,038 | 1,443 | 1,443 | 1,122 | 1,951 | 854 | 1,026 | 702 | 857 | 763 |
Liabilities | 4.6% | 20,446 | 19,546 | 18,849 | 18,431 | 17,938 | 16,953 | 16,706 | 15,758 | 14,495 | 14,025 | 13,448 | 12,865 | 13,482 | 13,106 | 12,145 | 12,621 | 10,975 | 11,109 | 10,655 | 10,147 | 9,836 |
Long Term Debt | -3.1% | 330 | 341 | 448 | 362 | 334 | 334 | 426 | 445 | 382 | 260 | 256 | 221 | 366 | 418 | 454 | 236 | - | - | - | 169 | - |
Shareholder's Equity | 5.7% | 2,196 | 2,078 | 1,976 | 1,917 | 1,844 | 1,788 | 1,701 | 1,643 | 1,586 | 1,523 | 1,459 | 1,401 | 1,346 | 1,287 | 1,237 | 1,231 | 1,184 | 1,161 | 1,116 | 1,073 | 1,039 |
Retained Earnings | 5.6% | 2,081 | 1,970 | 1,818 | 1,736 | 1,648 | 1,568 | 1,487 | 1,428 | 1,371 | 1,309 | 1,248 | 1,188 | 1,133 | 1,080 | 1,025 | 1,009 | 964 | 908 | 867 | 826 | 786 |
Additional Paid-In Capital | 1.9% | 502 | 493 | 487 | 480 | 473 | 465 | 459 | 454 | 448 | 441 | 437 | 433 | 428 | 421 | 416 | 412 | 407 | 400 | 395 | 390 | 384 |
Shares Outstanding | 0.3% | 57.00 | 57.00 | 59.00 | 59.00 | 59.00 | 60.00 | 60.00 | 60.00 | 60.00 | 59.00 | 59.00 | 59.00 | - | - | - | - | - | - | - | - | - |
Float | - | - | - | - | - | - | 1,609 | - | - | - | 2,688 | - | - | - | 1,802 | - | - | - | 1,324 | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 1.2% | 114,616 | 113,224 | 33,870 | 68,712 | -57,829 | 106,255 | 70,821 | 140,800 | 141,983 | 56,668 | -129,169 | 99,855 | 28,310 | 218,126 | 66,291 | 62,156 | 93,308 | 107,223 | 21,431 | 77,810 | 11,079 |
Share Based Compensation | 39.9% | 9,223 | 6,591 | 6,802 | 6,946 | 7,585 | 6,249 | 5,320 | 5,359 | 7,369 | 4,533 | 3,981 | 4,889 | 6,770 | 4,611 | 4,415 | 5,144 | 6,927 | 4,903 | 4,961 | 5,458 | 6,803 |
Cashflow From Investing | 65.9% | -419,106 | -1,230,264 | -505,965 | -582,375 | -396,572 | -261,114 | -1,150,290 | -1,052,578 | -587,140 | -733,746 | -403,220 | 259,276 | -110,752 | -699,190 | -316,103 | -360,805 | -208,478 | -375,778 | -403,378 | -267,915 | 5,327 |
Cashflow From Financing | 89.9% | 886,678 | 466,994 | 503,778 | 391,525 | 1,006,112 | 409,324 | 1,202,818 | 1,237,163 | 576,113 | 526,002 | 764,046 | -764,309 | 82,202 | 802,098 | -578,546 | 1,394,969 | -56,806 | 592,408 | 226,901 | 284,134 | 490,386 |
Buy Backs | -99.1% | 595 | 64,111 | 18,472 | 17,358 | 31,605 | - | - | - | - | - | - | - | - | 4,015 | 12,742 | 3,020 | 35,838 | - | - | 8,556 | - |
CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($) $ in Thousands | 3 Months Ended | 9 Months Ended | ||
---|---|---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | Mar. 31, 2024 | Mar. 31, 2023 | |
INTEREST AND DIVIDEND INCOME: | ||||
Loans, including fees | $ 405,280 | $ 279,864 | $ 1,090,106 | $ 743,863 |
Securities borrowed and customer receivables | 5,701 | 5,137 | 16,163 | 13,842 |
Investments and other | 32,583 | 22,333 | 95,910 | 53,003 |
Total interest and dividend income | 443,564 | 307,334 | 1,202,179 | 810,708 |
INTEREST EXPENSE: | ||||
Deposits | 176,737 | 98,439 | 483,028 | 202,292 |
Advances from the Federal Home Loan Bank | 735 | 4,454 | 1,794 | 12,121 |
Securities loaned | 376 | 1,307 | 1,835 | 3,317 |
Other borrowings | 4,110 | 4,152 | 14,155 | 13,611 |
Total interest expense | 181,958 | 108,352 | 500,812 | 231,341 |
Net interest income | 261,606 | 198,982 | 701,367 | 579,367 |
Total provision for credit losses | 6,000 | 5,500 | 26,500 | 17,251 |
Net interest income, after provision for credit losses | 255,606 | 193,482 | 674,867 | 562,116 |
NON-INTEREST INCOME: | ||||
Broker-dealer fee income | 12,087 | 13,745 | 37,083 | 32,735 |
Advisory fee income | 8,105 | 6,879 | 23,686 | 20,821 |
Banking and service fees | 8,876 | 8,443 | 27,287 | 25,100 |
Mortgage banking and servicing rights income | 2,180 | 1,107 | 6,811 | 5,113 |
Prepayment penalty fee income | 1,915 | 2,072 | 4,535 | 4,014 |
Gain on acquisition | 0 | 0 | 92,397 | 0 |
Total non-interest income | 33,163 | 32,246 | 191,799 | 87,783 |
NON-INTEREST EXPENSE: | ||||
Salaries and related costs | 67,419 | 53,046 | 182,113 | 149,762 |
Data and operational processing | 18,243 | 15,808 | 52,653 | 44,462 |
Depreciation and amortization | 7,221 | 5,671 | 19,587 | 17,722 |
Advertising and promotional | 10,282 | 11,786 | 30,451 | 29,055 |
Professional services | 9,073 | 6,747 | 24,860 | 23,289 |
Occupancy and equipment | 4,254 | 3,873 | 12,101 | 11,610 |
FDIC and regulatory fees | 5,232 | 3,859 | 13,616 | 11,163 |
Broker-dealer clearing charges | 4,459 | 3,356 | 14,419 | 9,924 |
General and administrative expense | 7,045 | 6,898 | 25,773 | 38,171 |
Total non-interest expense | 133,228 | 111,044 | 375,573 | 335,158 |
INCOME BEFORE INCOME TAXES | 155,541 | 114,684 | 491,093 | 314,741 |
INCOME TAXES | 44,821 | 34,834 | 145,957 | 94,932 |
NET INCOME | 110,720 | 79,850 | 345,136 | 219,809 |
COMPREHENSIVE INCOME | $ 111,575 | $ 81,222 | $ 348,682 | $ 217,169 |
Basic earnings per common share (in dollars per share) | $ 1.94 | $ 1.33 | $ 5.98 | $ 3.67 |
Diluted earnings per common share (in dollars per share) | $ 1.91 | $ 1.32 | $ 5.88 | $ 3.63 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Mar. 31, 2024 | Jun. 30, 2023 |
---|---|---|
ASSETS | ||
Cash and cash equivalents | $ 2,129,772 | $ 2,233,027 |
Restricted cash | 216,139 | 149,059 |
Total cash, cash equivalents and restricted cash | 2,345,911 | 2,382,086 |
Trading securities | 592 | 758 |
Available-for-sale securities | 207,582 | 232,350 |
Stock of regulatory agencies | 22,264 | 21,510 |
Loans held for sale, carried at fair value | 16,239 | 23,203 |
Loans held for sale, lower of cost or fair value | 0 | 776 |
Loans—net of allowance for credit losses of $257,522 as of March 31, 2024 and $166,680 as of June 30, 2023 | 18,733,455 | 16,456,728 |
Servicing rights, carried at fair value | 28,130 | 25,443 |
Securities borrowed | 105,853 | 134,339 |
Customer, broker-dealer and clearing receivables | 292,630 | 374,074 |
Goodwill and other intangible assets—net | 144,324 | 152,149 |
Other assets | 745,153 | 545,053 |
TOTAL ASSETS | 22,642,133 | 20,348,469 |
Deposits: | ||
Non-interest bearing | 2,758,596 | 2,898,150 |
Interest bearing | 16,344,936 | 14,224,958 |
Total deposits | 19,103,532 | 17,123,108 |
Advances from the Federal Home Loan Bank | 90,000 | 90,000 |
Borrowings, subordinated notes and debentures | 330,389 | 361,779 |
Securities loaned | 119,800 | 159,832 |
Customer, broker-dealer and clearing payables | 387,176 | 445,477 |
Accounts payable and other liabilities | 414,943 | 251,114 |
Total liabilities | 20,445,840 | 18,431,310 |
COMMITMENTS AND CONTINGENCIES (Note 9) | ||
STOCKHOLDERS’ EQUITY: | ||
Common stock—$0.01 par value; 150,000,000 shares authorized; 70,033,523 shares issued and 57,079,429 shares outstanding as of March 31, 2024; 69,465,446 shares issued and 58,943,035 shares outstanding as of June 30, 2023 | 700 | 695 |
Additional paid-in capital | 502,489 | 479,878 |
Accumulated other comprehensive income (loss)—net of income tax | (3,064) | (6,610) |
Retained earnings | 2,080,745 | 1,735,609 |
Treasury stock, at cost; 12,954,094 shares as of March 31, 2024 and 10,522,411 shares as of June 30, 2023 | (384,577) | (292,413) |
Total stockholders’ equity | 2,196,293 | 1,917,159 |
TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY | $ 22,642,133 | $ 20,348,469 |