Axis Capital Holdings Stock Buy Hold or Sell Recommendation
| AXS Stock | USD 61.47 0.76 1.25% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding AXIS Capital Holdings is 'Buy'. Macroaxis provides AXIS Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AXS positions. The advice algorithm takes into account all of AXIS Capital's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting AXIS Capital's buy or sell advice are summarized below:
Real Value 63.08 | Target Price 64.86 | Hype Value 61.43 | Market Value 61.47 | Naive Value 58.24 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell AXIS Capital Holdings given historical horizon and risk tolerance towards AXIS Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for AXIS Capital Holdings, the advice is generated through an automated system that utilizes algorithms and statistical models.
AXIS |
Execute AXIS Capital Buy or Sell Advice
The AXIS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on AXIS Capital Holdings. Macroaxis does not own or have any residual interests in AXIS Capital Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute AXIS Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
AXIS Capital Trading Alerts and Improvement Suggestions
| The company has 1.52 B in debt with debt to equity (D/E) ratio of 0.34, which is OK given its current industry classification. AXIS Capital Holdings has a current ratio of 0.61, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist AXIS Capital until it has trouble settling it off, either with new capital or with free cash flow. So, AXIS Capital's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like AXIS Capital Holdings sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for AXIS to invest in growth at high rates of return. When we think about AXIS Capital's use of debt, we should always consider it together with cash and equity. | |
| Over 95.0% of AXIS Capital shares are held by institutions such as insurance companies | |
| On 18th of April 2024 AXIS Capital paid $ 0.44 per share dividend to its current shareholders | |
| Latest headline from simplywall.st: Heres Why We Think AXIS Capital Holdings Is Well Worth Watching |
AXIS Capital Returns Distribution Density
The distribution of AXIS Capital's historical returns is an attempt to chart the uncertainty of AXIS Capital's future price movements. The chart of the probability distribution of AXIS Capital daily returns describes the distribution of returns around its average expected value. We use AXIS Capital Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of AXIS Capital returns is essential to provide solid investment advice for AXIS Capital.
| Mean Return | 0.21 | Value At Risk | -2.45 | Potential Upside | 1.99 | Standard Deviation | 1.44 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of AXIS Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
AXIS Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as AXIS Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading AXIS Capital Holdings backward and forwards among themselves. AXIS Capital's institutional investor refers to the entity that pools money to purchase AXIS Capital's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Macquarie Group Ltd | 2023-12-31 | 1.7 M | State Street Corporation | 2023-12-31 | 1.7 M | Alliancebernstein L.p. | 2023-12-31 | 1.6 M | Johnson Investment Counsel Inc | 2023-12-31 | 1.5 M | Allspring Global Investments Holdings, Llc | 2023-12-31 | 1.4 M | Barrow Hanley Mewhinney & Strauss Llc | 2023-12-31 | 1.3 M | Jennison Associates Llc | 2023-12-31 | 1.2 M | Fuller & Thaler Asset Management Inc | 2023-12-31 | 1.2 M | Geode Capital Management, Llc | 2023-12-31 | 1.2 M | Vanguard Group Inc | 2023-12-31 | 8.7 M | Stone Point Capital Llc | 2023-12-31 | 6.8 M |
AXIS Capital Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (253.6M) | (73.2M) | (185.5M) | (143.0M) | 209.3M | 219.8M | |
| Free Cash Flow | 199.0M | 343.5M | 1.1B | 692.2M | 1.2B | 642.3M | |
| Depreciation | 75.2M | 65.8M | 67.0M | 68.3M | 75.6M | 42.0M | |
| Other Non Cash Items | 26.7M | 5.1M | 3.9M | 425.2M | 235.8M | 247.6M | |
| Capital Expenditures | 63.1M | 44.7M | 38.7M | 36.8M | 31.1M | 29.6M | |
| Net Income | 323.5M | (120.4M) | 618.6M | 223.1M | 376.3M | 347.6M | |
| End Period Cash Flow | 1.6B | 1.5B | 1.3B | 1.2B | 1.4B | 1.3B | |
| Change To Inventory | 447.2M | 1.2B | 927.8M | 1.3B | 1.5B | 1.6B | |
| Dividends Paid | 179.8M | 173.4M | 175.9M | 179.6M | (184.0M) | (174.8M) | |
| Investments | (711.2M) | 534.6M | (1.1B) | (655.8M) | (1.1B) | (1.1B) | |
| Change Receivables | (773.7M) | (549.8M) | (732.4M) | (362.9M) | (326.6M) | (342.9M) | |
| Change To Netincome | (43.3M) | 16.6M | (174.7M) | 473.7M | 544.7M | 572.0M |
AXIS Capital Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to AXIS Capital or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that AXIS Capital's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a AXIS stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.19 | |
β | Beta against NYSE Composite | 0.19 | |
σ | Overall volatility | 1.46 | |
Ir | Information ratio | 0.1 |
AXIS Capital Volatility Alert
AXIS Capital Holdings has relatively low volatility with skewness of 0.39 and kurtosis of 5.6. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure AXIS Capital's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact AXIS Capital's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.AXIS Capital Fundamentals Vs Peers
Comparing AXIS Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze AXIS Capital's direct or indirect competition across all of the common fundamentals between AXIS Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as AXIS Capital or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of AXIS Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing AXIS Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare AXIS Capital to competition |
| Fundamentals | AXIS Capital | Peer Average |
| Return On Equity | 0.076 | -0.31 |
| Return On Asset | 0.012 | -0.14 |
| Profit Margin | 0.07 % | (1.27) % |
| Operating Margin | (0.07) % | (5.51) % |
| Current Valuation | 6.27 B | 16.62 B |
| Shares Outstanding | 84.69 M | 571.82 M |
| Shares Owned By Insiders | 0.50 % | 10.09 % |
| Shares Owned By Institutions | 95.32 % | 39.21 % |
| Number Of Shares Shorted | 944.37 K | 4.71 M |
| Price To Earning | 13.97 X | 28.72 X |
| Price To Book | 1.11 X | 9.51 X |
| Price To Sales | 0.93 X | 11.42 X |
| Revenue | 5.62 B | 9.43 B |
| Gross Profit | 871.01 M | 27.38 B |
| EBITDA | 4.16 M | 3.9 B |
| Net Income | 376.29 M | 570.98 M |
| Cash And Equivalents | 1.17 B | 2.7 B |
| Cash Per Share | 15.24 X | 5.01 X |
| Total Debt | 1.52 B | 5.32 B |
| Debt To Equity | 0.34 % | 48.70 % |
| Current Ratio | 0.62 X | 2.16 X |
| Book Value Per Share | 55.26 X | 1.93 K |
| Cash Flow From Operations | 1.26 B | 971.22 M |
| Short Ratio | 1.74 X | 4.00 X |
| Earnings Per Share | 4.02 X | 3.12 X |
| Price To Earnings To Growth | (10.28) X | 4.89 X |
| Target Price | 75.0 | |
| Number Of Employees | 2.05 K | 18.84 K |
| Beta | 0.8 | -0.15 |
| Market Capitalization | 5.19 B | 19.03 B |
| Total Asset | 28.33 B | 29.47 B |
| Retained Earnings | 6.44 B | 9.33 B |
| Annual Yield | 0.03 % |
Note: Disposition of 2589 shares by Vincent Tizzio of AXIS Capital at 60.86 subject to Rule 16b-3 [view details]
AXIS Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as AXIS . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About AXIS Capital Buy or Sell Advice
When is the right time to buy or sell AXIS Capital Holdings? Buying financial instruments such as AXIS Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Total Stockholder Equity | 5.4B | 4.6B | 5.3B | 5.4B | Total Assets | 27.4B | 27.6B | 28.3B | 20.2B |
Use Investing Ideas to Build Portfolios
In addition to having AXIS Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Personal Services Thematic Idea Now
Personal Services
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Personal Services theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Personal Services Theme or any other thematic opportunities.
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Check out AXIS Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Complementary Tools for AXIS Stock analysis
When running AXIS Capital's price analysis, check to measure AXIS Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AXIS Capital is operating at the current time. Most of AXIS Capital's value examination focuses on studying past and present price action to predict the probability of AXIS Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AXIS Capital's price. Additionally, you may evaluate how the addition of AXIS Capital to your portfolios can decrease your overall portfolio volatility.
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Is AXIS Capital's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of AXIS Capital. If investors know AXIS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about AXIS Capital listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 4.226 | Dividend Share 1.76 | Earnings Share 4.02 | Revenue Per Share 66.282 | Quarterly Revenue Growth 0.023 |
The market value of AXIS Capital Holdings is measured differently than its book value, which is the value of AXIS that is recorded on the company's balance sheet. Investors also form their own opinion of AXIS Capital's value that differs from its market value or its book value, called intrinsic value, which is AXIS Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AXIS Capital's market value can be influenced by many factors that don't directly affect AXIS Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between AXIS Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if AXIS Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AXIS Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.