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).

Compare

Total return — AX vs FDS

growth of $100 · last 21y
AX +1878.0%FDS +555.9%AX compounded faster
05001k2k2kStart $10020092013201720212025$1,978$656
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 4

It depends on what you're optimizing for:

ValueAX(lower P/E)
GrowthAX(faster 5Y revenue CAGR)
QualityFDS(higher ROIC)

Metrics side by side

Valuation

MetricAXFDS
P/E ratio11.5813.42
Forward P/E11.2310.81
P/S ratio2.623.22
P/B ratio1.803.64
PEG ratio0.572.05

Profitability

MetricAXFDS
Gross margin62.42%51.94%
Operating margin30.78%31.17%
Net margin22.67%24.48%
ROE15.53%27.61%
ROIC12.02%16.24%

Dividends

MetricAXFDS
Dividend yield2.14%
Payout ratio28.34%

Growth (annualized)

MetricAXFDS
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.

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.