Stock comparison
Axos Financial
Palomar Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AX
Axos Financial
Market cap
$4.9B
Sector
Financials
PLMR
Palomar Holdings
Market cap
$3.02B
Sector
Financials
Overall winner
Palomar Holdings PLMR
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AX | PLMR | Winner |
|---|---|---|---|
| Warren Buffett | 57C | 73B | PLMR |
| Benjamin Graham | 39D | 63C | PLMR |
| Philip Fisher | 64C | 74B | PLMR |
| Peter Lynch | 50C | 60C | PLMR |
| Joel Greenblatt | 26F | 31F | PLMR |
| Charlie Munger | 57C | 56C | AX |
| Terry Smith | 55D | 57C | PLMR |
Side-by-side metrics
| Metric | AX | PLMR |
|---|---|---|
| Market cap | $4.9B | $3.02B |
| P/E (TTM) | 10.3x | 15.5x |
| EV/EBIT | 10.8x | 13.0x |
| ROIC (TTM) | 7.3% | 11.53% |
| Gross margin | 62.42% | 60.65% |
| Net margin | 22.67% | 20.15% |
| Revenue CAGR 5y | 28.3% | 37.12% |
| EPS CAGR 5y | 20.25% | 42.39% |
| Debt / Equity | 0.9x | 0.3x |
| Dividend yield | 0.0% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AX leads on
- Market cap$4.9Bvs $3.02B+38%
- P/E (TTM)10.3xvs 15.5x+33%
- EV/EBIT10.8xvs 13.0x+17%
- Net margin22.67%vs 20.15%+11%
PLMR leads on
- Debt / Equity0.3xvs 0.9x+66%
- EPS CAGR 5y42.39%vs 20.25%+52%
- ROIC (TTM)11.53%vs 7.3%+37%
- Revenue CAGR 5y37.12%vs 28.3%+24%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.