COMP <GO>
AX vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Axos Financial Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: AX 4
— BAC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AX
LAST: $92.55 (+1.17%) • MKT CAP: $5.26B
roic
14.80%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AX VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AX | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.80% | 2.50% | +12.30 | AX | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 30.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.32% | 2.10% | +7.22 | AX | /fcf-yield <GO> |
| Operating Margin | — | 32.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 27.00% | +41.00 | AX | /net-margins <GO> |
| Revenue Growth (YoY) | 1.80% | 6.80% | -5.00 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.4 | 38.3 | +11.14 | AX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 10.9x | +0.40 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.26B | $357.61B | -$352.35B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AX REV | BAC REV | AX GROSS % | BAC GROSS % | AX FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $65.8M | $113.10B | — | — | $490.3M | $7.52B |
| FY 2024 | $64.6M | $105.86B | — | — | $305.5M | -$13.57B |
| FY 2023 | $65.3M | $102.77B | — | — | $196.7M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AX // BETA —
BAC // BETA 0.90