AX vs OTEX

Comparison between Axos Financial Inc (AX, Company) and Open Text Corp (OTEX, Company).

AX is from the Financial Services sector, while OTEX is from the Technology sector.

5-Year PerformanceAX has outperformed OTEX, delivering a return of +13.6% compared to -14.4%

AX vs OTEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AX(COMPANY)	OTEX(COMPANY)
Market Cap	$5.01B	$5.01B
Max Drawdown	59.57%	70.46%
Sharpe Ratio	0.73	-0.77
5Y Beta	1.12	0.98
Industry	Banks - Regional	Software - Application
P/E Ratio	10.48	9.97
Forward P/E	9.55	4.66
PEG Ratio	0.87	1.02
Dividend Yield	N/A	5.16%
5Y Dividends CAGR	N/A	11.89%
5Y EPS CAGR	19.22%	29.41%
Debt to Equity	0.00%	156.74%
Free Cash Flow Yield	8.94%	19.54%
P/S Ratio	3.78	0.96
P/B Ratio	1.63	1.27

Market Cap

$5.01B

Winner

OTEX

$5.01B

Max Drawdown

Winner

59.57%

OTEX

70.46%

Sharpe Ratio

Winner

0.73

OTEX

-0.77

5Y Beta

1.12

Winner

OTEX

0.98

Industry

Banks - Regional

OTEX

Software - Application

P/E Ratio

10.48

Winner

OTEX

9.97

Forward P/E

9.55

Winner

OTEX

4.66

PEG Ratio

Winner

0.87

OTEX

1.02

Dividend Yield

N/A

OTEX

5.16%

5Y Dividends CAGR

N/A

OTEX

11.89%

5Y EPS CAGR

19.22%

Winner

OTEX

29.41%

Debt to Equity

Winner

0.00%

OTEX

156.74%

Free Cash Flow Yield

8.94%

Winner

OTEX

19.54%

P/S Ratio

3.78

Winner

OTEX

0.96

P/B Ratio

1.63

Winner

OTEX

1.27

AX vs OTEX - Historical Returns

Returns include dividend reinvestment.

Period	AX	OTEX
1 month	+2.82%	-13.73%
3 months	+5.63%	-12.08%
6 months	-0.43%	-39.47%
1 year	+18.78%	-25.03%
5 years(CAGR)	+13.62%	-14.36%
10 years(CAGR)	N/A	-1.90%
Max(CAGR)	+12.93%	+11.32%

Winner

+2.82%

OTEX

-13.73%

Winner

+5.63%

OTEX

-12.08%

Winner

-0.43%

OTEX

-39.47%

Winner

+18.78%

OTEX

-25.03%

5Y(CAGR)

Winner

+13.62%

OTEX

-14.36%

10Y(CAGR)

N/A

OTEX

-1.90%

Max(CAGR)

Winner

+12.93%

OTEX

+11.32%

AX vs OTEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AX	OTEX
2026	+1.28%	-35.52%
2025	+25.20%	+19.52%
2024	+26.95%	-28.08%
2023	+42.93%	+43.27%
2022	-32.76%	-35.70%
2021	+51.85%	+6.32%
2020	+24.93%	+4.07%
2019	+19.92%	+38.20%
2018	-27.25%	-4.81%
2017	N/A	+17.80%
2016	N/A	+31.72%
2015	N/A	-16.17%
2014	N/A	+28.63%
2013	N/A	+61.93%
2012	N/A	+6.94%
2011	N/A	+8.83%
2010	N/A	+13.50%
2009	N/A	+32.24%
2008	N/A	-0.59%
2007	N/A	+56.86%
2006	N/A	+31.22%
2005	N/A	-29.34%
2004	N/A	+4.97%
2003	N/A	+57.71%
2002	N/A	-24.18%
2001	N/A	+38.71%
2000	N/A	+13.84%
1999	N/A	+47.66%

AX vs OTEX Drawdown Comparison

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

The maximum drawdown for OTEX was -70.46%, occurring on Jul 26, 2002. Recovery took 989 trading sessions.

The current AX drawdown is -12.38%. The current OTEX drawdown is -57.83%.

Rank	AX	OTEX
#1	-59.57% Oct 8, 2018 - Dec 15, 2020	-70.46% Mar 1, 2000 - Feb 9, 2004
#2	-46.31% Nov 24, 2021 - Jul 15, 2024	-64.31% Mar 5, 2004 - Nov 2, 2007
#3	-34.92% Nov 25, 2024 - Aug 12, 2025	-57.83% Sep 2, 2021 - Jun 22, 2026
#4	-22.78% Jul 30, 2024 - Nov 6, 2024	-40.62% May 6, 2008 - Jul 23, 2009
#5	-19.04% Feb 6, 2026 - Mar 18, 2026	-39.23% Feb 13, 2015 - Jun 3, 2016
#6	-18.10% Aug 27, 2025 - Jan 8, 2026	-38.62% Feb 14, 2020 - Jan 20, 2021
#7	-16.13% Mar 17, 2021 - Oct 4, 2021	-35.23% Jul 22, 2011 - May 17, 2013
#8	-8.12% Jan 12, 2021 - Feb 4, 2021	-27.15% Apr 23, 2010 - Feb 1, 2011
#9	-6.83% Oct 14, 2021 - Nov 2, 2021	-20.51% Aug 30, 2018 - May 2, 2019
#10	-5.25% Nov 11, 2024 - Nov 22, 2024	-19.94% Nov 5, 2007 - Apr 30, 2008
#11	-4.71% Jan 22, 2026 - Jan 30, 2026	-14.82% Jul 26, 2019 - Nov 26, 2019
#12	-4.09% Feb 10, 2021 - Feb 22, 2021	-13.80% Aug 13, 2009 - Oct 14, 2009
#13	-3.91% Aug 13, 2025 - Aug 22, 2025	-13.27% Dec 6, 1999 - Jan 27, 2000
#14	-2.75% Feb 24, 2021 - Mar 1, 2021	-13.06% Feb 24, 2000 - Feb 29, 2000
#15	-2.72% Nov 6, 2024 - Nov 11, 2024	-12.14% Sep 16, 2014 - Nov 10, 2014

Correlation

Correlation between AX and OTEX is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

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