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Upturn AI Summary - About
AXIS Capital Holdings Ltd(AXS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AXS
11/02/2026: AXS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
AXIS Capital Holdings Ltd is a global specialty insurer and reinsurer that focuses on complex commercial risks. The company has a leading position in niche specialty lines, benefiting from disciplined underwriting and a simplified portfolio strategy. Its primary growth opportunity lies in leveraging data analytics and AI to enhance underwriting accuracy in high-margin sectors. However, the company faces risks from climate-driven catastrophe volatility and intense competition from larger, well-capitalized industry peers. The stock may suit dividend-oriented and value-focused investors who value capital returns and stability. Key developments to monitor include catastrophe loss ratios and progress in their ongoing digital transformation initiatives.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential linked to niche market penetration rather than rapid, disruptive expansion. |
| Momentum investor | Mixed fit | Momentum can be inconsistent due to the cyclical nature of insurance and the impact of catastrophe events. |
| Value investor | Strong fit | AXIS is often valued for its tangible book value and consistent dividend profile in a stable specialty niche. |
| Dividend investor | Strong fit | The company has a reliable history of returning capital to shareholders through consistent dividend payments. |
| Low-risk investor | Mixed fit | While established, the industry is inherently exposed to volatility from natural disasters and climate change. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Insurance stocks often fluctuate based on the occurrence of major catastrophic events. |
| Valuation risk | Low | The stock generally trades in line with book value expectations within the insurance sector. |
| Competition risk (Specialty Insurance) | Medium / high | Aggressive competition from global giants can pressure underwriting margins. |
| Business quality | Medium | The company has successfully specialized, though it lacks the scale of dominant global peers. |
| Dividend income | Low | The dividend is generally secure, backed by long-term underwriting profitability. |
| Execution risk | Medium | The strategy depends on the ability to maintain underwriting discipline during market cycles. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 30.76% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.52B USD | Price to earnings Ratio 8.02 | 1Y Target Price 118.82 |
Price to earnings Ratio 8.02 | 1Y Target Price 118.82 | ||
Volume (30-day avg) 718.6K shares | Beta 0.46 | 52 Weeks Range 93.02 - 119.44 | Updated Date 11/01/2026 |
52 Weeks Range 93.02 - 119.44 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 1.71% | Basic EPS (TTM) 13.07 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Specialty Insurance | Underwriting professional liability, cyber, marine, and property insurance. | The company earns premiums by insuring complex commercial risks. |
| Reinsurance | Providing catastrophe and excess-of-loss coverage to other insurance companies. | The company acts as an insurer for other insurance companies, managing large-scale global risk. |
| Investment Income | Interest and dividends earned on the company's investment portfolio. | The company earns profit by investing the cash collected from insurance premiums before claims are paid. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When After Market | Estimate 2.97 | Actual 3.12 |
Profitability
Profit Margin 14.62% | Operating Margin (TTM) 14.68% |
Management Effectiveness
Return on Assets (TTM) 2.22% | Return on Equity (TTM) 15.97% |
Valuation
Trailing PE 8.02 | Forward PE 7.89 | Enterprise Value 8.51B | Price to Sales(TTM) 1.09 |
Enterprise Value 8.51B | Price to Sales(TTM) 1.09 | ||
Enterprise Value to Revenue 1.22 | Enterprise Value to EBITDA - | Shares Outstanding 71.74M | Shares Floating 66.86M |
Shares Outstanding 71.74M | Shares Floating 66.86M | ||
Percent Insiders 0.9 | Percent Institutions 103.49 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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