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.
AX
Axos Financial, Inc.
$100.04Financial ServicesDelayed quote: Aug 7, 2026, 4:00 PM EDT
FDS
FactSet Research Systems Inc.
$285.57Financial ServicesDelayed quote: Aug 7, 2026, 4:00 PM EDT
Total return — AX vs FDS
growth of $100 · dividends reinvested · last 10yAX +446.1% (+18.5%/yr)FDS +82.5% (+6.2%/yr)AX compounded faster over this window
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
| Metric | AX | FDS |
|---|---|---|
| P/E ratio | 11.81 | 18.80 |
| Forward P/E | 11.81 | 16.05 |
| P/S ratio | 2.64 | 4.33 |
| P/B ratio | 1.82 | 5.19 |
Profitability
| Metric | AX | FDS |
|---|---|---|
| Gross margin | 62.97% | 51.38% |
| Operating margin | 29.52% | 29.55% |
| Net margin | 22.39% | 23.21% |
| ROE | 15.49% | 27.85% |
| ROIC | 1.64% | 16.24% |
Dividends
| Metric | AX | FDS |
|---|---|---|
| Dividend yield | N/A | 1.56% |
| Payout ratio | N/A | 28.34% |
Growth (annualized)
| Metric | AX | FDS |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Axos Financial P/E ratioFactSet Research Systems P/E ratioFactSet Research Systems dividend yieldAxos Financial ROEFactSet Research Systems ROEAxos Financial operating marginFactSet Research Systems operating marginAxos Financial revenue growthFactSet Research Systems revenue growth
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 August 10, 2026.