Axos Financial, Inc. (AX) vs FactSet Research Systems Inc. (FDS)
AX leads on 8 of 12 compared metrics.
A side-by-side comparison of Axos Financial, Inc. and FactSet Research Systems Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 26, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
AX
Axos Financial, Inc.
$95.34Financial Services
FDS
FactSet Research Systems Inc.
$208.84Financial Services
Total return — AX vs FDS
growth of $100 · last 21yAX +1878.0%FDS +555.9%AX compounded faster
AX FDS
AX vs FDS: by the numbers
- •FDS is the larger company ($7.61B vs $5.42B market cap).
- •AX trades at the lower earnings multiple (11.58 vs 13.42 P/E).
- •FDS converts more revenue to profit (24.48% vs 22.67% net margin).
- •AX grew revenue faster over the past five years (24.16% vs 9.32% CAGR).
- •FDS pays a dividend (2.14% yield) while AX does not currently pay one.
Which is better, AX or FDS?
Metric tally: AX 8 · FDS 4It depends on what you're optimizing for:
ValueAX(lower P/E)
GrowthAX(faster 5Y revenue CAGR)
QualityFDS(higher ROIC)
Metrics side by side
Valuation
| Metric | AX | FDS |
|---|---|---|
| P/E ratio | 11.58● | 13.42 |
| Forward P/E | 11.23 | 10.81● |
| P/S ratio | 2.62● | 3.22 |
| P/B ratio | 1.80● | 3.64 |
| PEG ratio | 0.57● | 2.05 |
Profitability
| Metric | AX | FDS |
|---|---|---|
| Gross margin | 62.42%● | 51.94% |
| Operating margin | 30.78% | 31.17% |
| Net margin | 22.67% | 24.48%● |
| ROE | 15.53% | 27.61%● |
| ROIC | 12.02% | 16.24%● |
Dividends
| Metric | AX | FDS |
|---|---|---|
| Dividend yield | — | 2.14% |
| Payout ratio | — | 28.34% |
Growth (annualized)
| Metric | AX | FDS |
|---|---|---|
| Revenue CAGR (5Y) | 24.16%● | 9.32% |
| EPS CAGR (5Y) | 20.39%● | 9.87% |
| Total return CAGR (5Y) | 15.04%● | -7.91% |
Frequently asked
- Which is better, AX or FDS?
- It depends on your goal. value: AX (lower P/E); growth: AX (faster 5Y revenue CAGR); quality: FDS (higher ROIC). Across all compared metrics, AX leads 8 to 4.
- Is AX or FDS cheaper?
- On trailing earnings, AX is cheaper: AX trades at a 11.58 P/E and FDS at 13.42.
- Which has grown faster, AX or FDS?
- Over the past five years, AX grew revenue faster — AX at a 24.16% CAGR versus FDS at 9.32%.
- Does AX or FDS pay a bigger dividend?
- FDS pays a dividend (2.14% yield) while AX does not currently pay one.
- Is AX or FDS more profitable?
- FDS runs the higher net margin — AX at 22.67% versus FDS at 24.48%.
- Which has been the better investment, AX or FDS?
- Over the past 10-year, AX delivered the higher annualized total return — AX at 19.23% versus FDS at 4.12%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Axos Financial P/E ratioFactSet Research Systems P/E ratioAxos Financial dividend yieldFactSet Research Systems dividend yieldAxos Financial ROEFactSet Research Systems ROEAxos Financial operating marginFactSet Research Systems operating marginAxos Financial revenue growthFactSet Research Systems revenue growthAxos Financial free cash flowFactSet Research Systems free cash flow
Axos Financial & FactSet Research Systems appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 26, 2026.