OTEX vs AX

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

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

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

OTEX vs AX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

OTEX

$5.01B

Max Drawdown

OTEX

70.46%

Winner

59.57%

Sharpe Ratio

OTEX

-0.77

Winner

0.73

5Y Beta

Winner

OTEX

0.98

1.12

Industry

OTEX

Software - Application

Banks - Regional

P/E Ratio

Winner

OTEX

9.97

10.48

Forward P/E

Winner

OTEX

4.66

9.55

PEG Ratio

OTEX

1.02

Winner

0.87

Dividend Yield

OTEX

5.16%

N/A

5Y Dividends CAGR

OTEX

11.89%

N/A

5Y EPS CAGR

Winner

OTEX

29.41%

19.22%

Debt to Equity

OTEX

156.74%

Winner

0.00%

Free Cash Flow Yield

Winner

OTEX

19.54%

8.94%

P/S Ratio

Winner

OTEX

0.96

3.78

P/B Ratio

Winner

OTEX

1.27

1.63

OTEX vs AX - Historical Returns

Returns include dividend reinvestment.

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

OTEX

-13.73%

Winner

+2.82%

OTEX

-12.08%

Winner

+5.63%

OTEX

-39.47%

Winner

-0.43%

OTEX

-25.03%

Winner

+18.78%

5Y(CAGR)

OTEX

-14.36%

Winner

+13.62%

10Y(CAGR)

OTEX

-1.90%

N/A

Max(CAGR)

OTEX

+11.32%

Winner

+12.93%

OTEX vs AX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

OTEX vs AX Drawdown Comparison

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

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

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

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

Correlation

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

-0.36

-101