Axos Financial, Inc. (AX) vs FactSet Research Systems Inc. (FDS)

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 August 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAX vs FDS

growth of $100 · dividends reinvested · last 10y
AX +446.1% (+18.5%/yr)FDS +82.5% (+6.2%/yr)AX compounded faster over this window
100200300400500Start $10020182020202220242026$546$182
AX FDS

AX vs FDS: by the numbers

  • FDS is the larger company ($10.16B vs $5.69B market cap).
  • AX trades at the lower trailing earnings multiple (11.81 vs 18.80 P/E), one valuation lens rather than an overall verdict.
  • FDS converts more revenue to profit (23.21% vs 22.39% net margin).
  • AX grew revenue faster over the past five years (25.21% vs 9.30% CAGR).
  • FDS pays a dividend (1.56% yield), while AX has no payments in the available dividend history.

Metrics side by side

Valuation

MetricAXFDS
P/E ratio11.8118.80
Forward P/E11.8116.05
P/S ratio2.644.33
P/B ratio1.825.19

Profitability

MetricAXFDS
Gross margin62.97%51.38%
Operating margin29.52%29.55%
Net margin22.39%23.21%
ROE15.49%27.85%
ROIC1.64%16.24%

Dividends

MetricAXFDS
Dividend yieldN/A1.56%
Payout ratioN/A28.34%

Growth (annualized)

MetricAXFDS
Revenue CAGR (5Y)25.21%9.30%
EPS CAGR (5Y)18.93%9.87%
Total return CAGR (5Y)15.06%-3.65%

Frequently asked

Which has the lower trailing P/E, AX or FDS?
AX has the lower trailing P/E: AX trades at 11.81 and FDS at 18.80. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AX or FDS?
Over the past five years, AX grew revenue faster — AX at a 25.21% CAGR versus FDS at 9.30%.
Does AX or FDS pay a bigger dividend?
FDS pays a dividend (1.56% yield), while AX has no payments in the available dividend history.
Is AX or FDS more profitable?
FDS runs the higher net margin — AX at 22.39% versus FDS at 23.21%.
How have AX and FDS total returns compared?
Over the past 10 years, AX delivered 18.74% and FDS delivered 6.20% annualized total return. Past performance doesn't predict future results.

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 August 10, 2026.