AX vs MS
AX: Axos Financial is a digitally-native, diversified banking and financial services firm serving consumers and businesses through an efficient, branchless model. MS: A global investment bank and wealth manager combining institutional capital markets, advisory services, and affluent client asset management.
Side-by-side fundamentals
| Metric | AX | MS | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $97.11 | $218.50 | |
| Market cap as of 2026-07-23 | $5.5B | $344.5B | |
| P/E as of 2026-07-23 | 11.57 | 17.09 | AX lower |
| PEG as of 2026-07-23 | 0.97 | 2.04 | AX lower |
| Net margin as of 2026-07-23 | +35.2% | +15.7% | AX higher |
| Gross margin as of 2026-07-23 | n/a | +56.7% | |
| Operating margin as of 2026-07-23 | +49.6% | +20.3% | AX higher |
| ROE as of 2026-07-23 | +16.6% | +16.3% | AX higher |
| ROA as of 2026-07-23 | +1.7% | +1.3% | AX higher |
| Debt / equity as of 2026-07-23 | 0.38 | 8.41 | AX lower |
| Revenue growth (YoY) as of 2026-07-23 | +78.9% | +14.0% | AX higher |
| Revenue CAGR (3y) SEC XBRL | +3.4% | +2.1% | AX higher |
| Dividend yield as of 2026-07-23 | n/a | +2.1% | |
| Dividend streak (yrs) SEC XBRL | n/a | 5 | |
| Beta as of 2026-07-23 | 1.25 | 1.22 | |
| 1-year return as of 2026-07-22 close | +13.9% | +56.0% | MS higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.