AX vs VAL

Comparison between Axos Financial Inc (AX, Company) and Valaris Ltd (VAL, Company).

AX is from the Financial Services sector, while VAL is from the Energy sector.

5-Year PerformanceVAL has outperformed AX, delivering a return of +22.5% compared to +15.7%

AX vs VAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AX(COMPANY)	VAL(COMPANY)
Market Cap	$5.52B	$5.46B
Max Drawdown	59.57%	81.72%
Sharpe Ratio	0.54	0.87
5Y Beta	1.12	1.22
Industry	Banks - Regional	Oil & Gas Drilling
P/E Ratio	11.55	5.45
Forward P/E	9.55	29.07
PEG Ratio	0.96	0.02
5Y Dividends CAGR	N/A	13.63%
5Y EPS CAGR	19.22%	10.57%
Debt to Equity	0.00%	34.38%
Free Cash Flow Yield	8.12%	2.22%
P/S Ratio	4.17	2.46
P/B Ratio	1.81	1.71

Market Cap

Winner

$5.52B

VAL

$5.46B

Max Drawdown

Winner

59.57%

VAL

81.72%

Sharpe Ratio

0.54

Winner

VAL

0.87

5Y Beta

Winner

1.12

VAL

1.22

Industry

Banks - Regional

VAL

Oil & Gas Drilling

P/E Ratio

11.55

Winner

VAL

5.45

Forward P/E

Winner

9.55

VAL

29.07

PEG Ratio

0.96

Winner

VAL

0.02

5Y Dividends CAGR

N/A

VAL

13.63%

5Y EPS CAGR

Winner

19.22%

VAL

10.57%

Debt to Equity

Winner

0.00%

VAL

34.38%

Free Cash Flow Yield

Winner

8.12%

VAL

2.22%

P/S Ratio

4.17

Winner

VAL

2.46

P/B Ratio

1.81

Winner

VAL

1.71

AX vs VAL - Historical Returns

Returns include dividend reinvestment.

Period	AX	VAL
1 month	+2.96%	-0.09%
3 months	+0.32%	-26.98%
6 months	+8.00%	+30.91%
1 year	+15.64%	+44.30%
5 years(CAGR)	+15.75%	+22.54%
10 years(CAGR)	N/A	-3.44%
Max(CAGR)	+14.41%	+7.41%

Winner

+2.96%

VAL

-0.09%

Winner

+0.32%

VAL

-26.98%

+8.00%

Winner

VAL

+30.91%

+15.64%

Winner

VAL

+44.30%

5Y(CAGR)

+15.75%

Winner

VAL

+22.54%

10Y(CAGR)

N/A

VAL

-3.44%

Max(CAGR)

Winner

+14.41%

VAL

+7.41%

AX vs VAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AX	VAL
2026	+13.53%	+42.78%
2025	+25.20%	+12.05%
2024	+26.95%	-35.03%
2023	+42.93%	+7.22%
2022	-32.76%	+77.71%
2021	+51.85%	+51.90%
2020	+24.93%	N/A
2019	+19.92%	N/A
2018	-27.25%	N/A
2017	N/A	+9.62%
2016	N/A	+26.93%
2015	N/A	-2.25%
2014	N/A	+24.43%
2013	N/A	+11.31%
2012	N/A	+61.53%
2011	N/A	+13.92%
2010	N/A	+24.33%
2009	N/A	+50.28%
2008	N/A	-17.17%
2007	N/A	-19.36%
2006	N/A	+11.90%
2005	N/A	+1.79%
2004	N/A	+2.70%
2003	N/A	+11.75%
2002	N/A	+15.12%
2001	N/A	+33.18%
2000	N/A	-19.02%
1999	N/A	+40.31%

AX vs VAL Drawdown Comparison

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

The maximum drawdown for VAL was -81.72%, occurring on May 25, 2021. Recovery took 1297 trading sessions.

The current AX drawdown is -1.79%. The current VAL drawdown is -34.35%.

Rank	AX	VAL
#1	-59.57% Oct 8, 2018 - Dec 15, 2020	-81.72% May 30, 2017 - May 18, 2026
#2	-46.31% Nov 24, 2021 - Jul 15, 2024	-51.99% Jan 12, 2000 - Dec 6, 2001
#3	-34.92% Nov 25, 2024 - Aug 12, 2025	-48.28% Jun 1, 2007 - Sep 16, 2009
#4	-22.78% Jul 30, 2024 - Nov 6, 2024	-36.11% May 18, 2026 - Jul 1, 2026
#5	-19.04% Feb 6, 2026 - Mar 18, 2026	-30.99% Apr 7, 2011 - Jan 4, 2012
#6	-18.10% Aug 27, 2025 - Jan 8, 2026	-28.55% May 17, 2002 - Nov 12, 2003
#7	-16.13% Mar 17, 2021 - Oct 4, 2021	-19.00% Mar 2, 2015 - Mar 21, 2016
#8	-8.12% Jan 12, 2021 - Feb 4, 2021	-18.59% Apr 27, 2004 - Nov 29, 2005
#9	-6.83% Oct 14, 2021 - Nov 2, 2021	-18.09% May 10, 2006 - Mar 22, 2007
#10	-5.25% Nov 11, 2024 - Nov 22, 2024	-15.65% May 20, 2013 - Jan 14, 2014
#11	-4.71% Jan 22, 2026 - Jan 30, 2026	-12.98% Jan 25, 2013 - May 14, 2013
#12	-4.09% Feb 10, 2021 - Feb 22, 2021	-12.76% May 10, 2012 - Jun 29, 2012
#13	-3.91% Aug 13, 2025 - Aug 22, 2025	-11.59% Jan 5, 2010 - Mar 4, 2010
#14	-2.75% Feb 24, 2021 - Mar 1, 2021	-10.03% Sep 18, 2009 - Nov 17, 2009
#15	-2.72% Nov 6, 2024 - Nov 11, 2024	-9.89% Jun 15, 2010 - Nov 22, 2010