AX vs MC

Comparison between Axos Financial Inc (AX, Company) and Moelis & Co - Class A (MC, Company).

Both AX and MC are from the Financial Services sector.

5-Year PerformanceAX has outperformed MC, delivering a return of +16.5% compared to +10.2%

AX vs MC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AX(COMPANY)	MC(COMPANY)
Market Cap	$5.59B	$5.57B
Max Drawdown	59.57%	64.41%
Sharpe Ratio	0.66	0.18
5Y Beta	1.11	1.50
Industry	Banks - Regional	Capital Markets
P/E Ratio	11.69	25.10
Forward P/E	9.55	19.27
PEG Ratio	0.97	0.90
Dividend Yield	N/A	3.72%
5Y Dividends CAGR	N/A	-14.64%
5Y EPS CAGR	19.22%	-3.92%
Debt to Equity	0.00%	54.85%
Free Cash Flow Yield	8.02%	7.49%
P/S Ratio	4.22	3.26
P/B Ratio	1.81	9.71

Market Cap

Winner

$5.59B

$5.57B

Max Drawdown

Winner

59.57%

64.41%

Sharpe Ratio

Winner

0.66

0.18

5Y Beta

Winner

1.11

1.50

Industry

Banks - Regional

Capital Markets

P/E Ratio

Winner

11.69

25.10

Forward P/E

Winner

9.55

19.27

PEG Ratio

0.97

Winner

0.90

Dividend Yield

N/A

3.72%

5Y Dividends CAGR

N/A

-14.64%

5Y EPS CAGR

Winner

19.22%

-3.92%

Debt to Equity

Winner

0.00%

54.85%

Free Cash Flow Yield

Winner

8.02%

7.49%

P/S Ratio

4.22

Winner

3.26

P/B Ratio

Winner

1.81

9.71

AX vs MC - Historical Returns

Returns include dividend reinvestment.

Period	AX	MC
1 month	+13.14%	+1.78%
3 months	+1.61%	+0.90%
6 months	+5.39%	-11.12%
1 year	+16.34%	-2.19%
5 years(CAGR)	+16.50%	+10.22%
10 years(CAGR)	N/A	+18.55%
Max(CAGR)	+14.52%	+15.78%

Winner

+13.14%

+1.78%

Winner

+1.61%

+0.90%

Winner

+5.39%

-11.12%

Winner

+16.34%

-2.19%

5Y(CAGR)

Winner

+16.50%

+10.22%

10Y(CAGR)

N/A

+18.55%

Max(CAGR)

+14.52%

Winner

+15.78%

AX vs MC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	AX	MC
2026	+13.92%	-3.26%
2025	+25.20%	-3.58%
2024	+26.95%	+38.29%
2023	+42.93%	+52.46%
2022	-32.76%	-35.28%
2021	+51.85%	+51.49%
2020	+24.93%	+60.40%
2019	+19.92%	-2.44%
2018	-27.25%	-23.43%
2017	N/A	+51.96%
2016	N/A	+33.42%
2015	N/A	-14.40%
2014	N/A	+39.19%

AX vs MC Drawdown Comparison

The maximum drawdown for AX was -59.57%, occurring on Mar 23, 2020. Recovery took 551 trading sessions.

The maximum drawdown for MC was -58.34%, occurring on Mar 18, 2020. Recovery took 647 trading sessions.

The current AX drawdown is -1.46%. The current MC drawdown is -11.69%.

Rank	AX	MC
#1	-59.57% Oct 8, 2018 - Dec 15, 2020	-58.34% Jun 20, 2018 - Jan 14, 2021
#2	-46.31% Nov 24, 2021 - Jul 15, 2024	-53.05% Nov 5, 2021 - Jul 16, 2024
#3	-34.92% Nov 25, 2024 - Aug 12, 2025	-39.32% Feb 6, 2025 - Apr 8, 2025
#4	-22.78% Jul 30, 2024 - Nov 6, 2024	-31.77% Jan 2, 2015 - Dec 15, 2016
#5	-19.04% Feb 6, 2026 - Mar 18, 2026	-17.00% Aug 29, 2014 - Nov 13, 2014
#6	-18.10% Aug 27, 2025 - Jan 8, 2026	-14.66% Jun 23, 2014 - Aug 29, 2014
#7	-16.13% Mar 17, 2021 - Oct 4, 2021	-12.95% Jul 30, 2024 - Sep 17, 2024
#8	-8.12% Jan 12, 2021 - Feb 4, 2021	-12.14% Nov 6, 2024 - Feb 6, 2025
#9	-6.83% Oct 14, 2021 - Nov 2, 2021	-11.76% Jul 25, 2017 - Oct 20, 2017
#10	-5.25% Nov 11, 2024 - Nov 22, 2024	-10.97% Nov 13, 2014 - Dec 23, 2014
#11	-4.71% Jan 22, 2026 - Jan 30, 2026	-10.63% Mar 20, 2018 - Apr 24, 2018
#12	-4.09% Feb 10, 2021 - Feb 22, 2021	-10.55% Jan 15, 2021 - Feb 19, 2021
#13	-3.91% Aug 13, 2025 - Aug 22, 2025	-10.04% Mar 17, 2021 - Jun 24, 2021
#14	-2.75% Feb 24, 2021 - Mar 1, 2021	-9.95% Mar 16, 2017 - Apr 24, 2017
#15	-2.72% Nov 6, 2024 - Nov 11, 2024	-9.27% Apr 24, 2017 - Jun 13, 2017