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Added to YB: 2025-05-26

Pitch date: 2025-05-22

AX [neutral]

Axos Financial, Inc.

+26.99%

current return

Author Info

No bio for this author

Company Info

Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States.

Market Cap

$3.9B

Pitch Price

$67.73

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

9.46

EV/Sales

N/A

Sector

Banks

Category

growth

Show full summary:
Bonhoeffer Capital Management Portfolio Holding: Axos Financial, Inc.

AX (holding update): Acquires unwanted bank assets & provides secured lending to risky customers. 30% EPS & 23% stock price CAGR since Oct 2017. Mid-teens ROE/ROIC for 10+ years, 48% efficiency ratio, 4% NIM. Management incentives tied to ROE premium, owns 5% equity. At 9x EPS, 15%+ growth potential can drive multiple expansion.

Read full article (2 min)