AXIS Historical Balance Sheet

AXS Stock

USD 72.23 0.09 0.12%

Trend analysis of AXIS Capital Holdings balance sheet accounts such as Total Stockholder Equity of 5.4 B, Other Liabilities of 15.6 B or Retained Earnings of 4.7 B provides information on AXIS Capital's total assets, liabilities, and equity, which is the actual value of AXIS Capital Holdings to its prevalent stockholders. By breaking down trends over time using AXIS Capital balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Financial Statement Analysis is much more than just reviewing and examining AXIS Capital Holdings latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether AXIS Capital Holdings is a good buy for the upcoming year.

AXIS Capital Inventory

(14.62 Billion)

Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AXIS Capital Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.

About AXIS Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of AXIS Capital Holdings at a specified time, usually calculated after every quarter, six months, or one year. AXIS Capital Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of AXIS Capital and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which AXIS currently owns. An asset can also be divided into two categories, current and non-current.

AXIS Capital Balance Sheet Chart

At this time, AXIS Capital's Net Debt is comparatively stable compared to the past year. Cash And Short Term Investments is likely to gain to about 8.8 B in 2024, whereas Retained Earnings are likely to drop slightly above 4.7 B in 2024.

Total Assets Total Stockholder Equity Other Liab Retained Earnings Common Stock Long Term Investments

Add Fundamental

Total Assets

Total assets refers to the total amount of AXIS Capital assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in AXIS Capital Holdings books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Retained Earnings

The cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends.

Long Term Investments

Long Term Investments is an item on the asset side of AXIS Capital balance sheet that represents investments AXIS Capital Holdings intends to hold for over a year. AXIS Capital Holdings long term investments may include different instruments such as stocks, bonds, real estate and cash.

Most accounts from AXIS Capital's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into AXIS Capital Holdings current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AXIS Capital Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.

	2021	2022	2023	2024 (projected)
Total Stockholder Equity	5.4B	4.6B	5.3B	5.4B
Total Assets	27.4B	27.6B	28.3B	20.2B

Total Stockholder Equity Total Assets

AXIS Capital balance sheet Correlations

	Total Assets	Total Stockholder Equity	Other Liab	Retained Earnings	Accounts Payable	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Net Receivables	Common Stock Total Equity	Common Stock Shares Outstanding	Short Term Investments	Other Stockholder Equity	Total Liab	Total Current Assets	Intangible Assets	Common Stock	Other Current Liab	Total Current Liabilities	Net Debt	Cash And Short Term Investments	Other Current Assets	Short Long Term Debt Total	Long Term Debt	Good Will
Total Assets		0.62	0.33	0.91	0.67	0.31	0.7	-0.5	-0.2	0.78	0.85	-0.87	0.41	-0.88	0.99	0.85	0.73	0.84	-0.05	0.07	0.68	0.55	0.37	0.87	0.86	0.91
Total Stockholder Equity	0.62		0.04	0.8	0.06	0.34	0.18	-0.41	-0.1	0.26	0.69	-0.4	0.48	-0.51	0.5	0.69	0.06	0.69	0.34	0.39	0.27	0.62	-0.21	0.35	0.41	0.29
Other Liab	0.33	0.04		0.18	0.64	0.04	0.69	0.24	-0.44	0.62	0.46	-0.27	-0.3	-0.31	0.36	0.1	0.21	0.47	0.03	-0.07	0.44	-0.07	0.62	0.42	0.37	0.34
Retained Earnings	0.91	0.8	0.18		0.44	0.42	0.46	-0.5	-0.11	0.62	0.84	-0.82	0.55	-0.86	0.86	0.84	0.48	0.83	0.13	0.25	0.46	0.69	0.11	0.69	0.71	0.71
Accounts Payable	0.67	0.06	0.64	0.44		0.31	0.92	0.04	-0.29	0.92	0.6	-0.74	-0.19	-0.74	0.73	0.44	0.74	0.61	-0.08	-0.12	0.55	0.07	0.79	0.74	0.69	0.79
Cash	0.31	0.34	0.04	0.42	0.31		0.07	0.28	0.54	0.26	0.47	-0.44	0.02	-0.47	0.29	0.17	0.34	0.47	0.66	0.71	-0.37	0.19	-0.22	0.28	0.39	0.36
Non Current Assets Total	0.7	0.18	0.69	0.46	0.92	0.07		-0.1	-0.57	0.92	0.64	-0.68	-0.13	-0.69	0.74	0.5	0.64	0.65	-0.23	-0.28	0.74	0.13	0.88	0.75	0.68	0.75
Non Currrent Assets Other	-0.5	-0.41	0.24	-0.5	0.04	0.28	-0.1		0.28	-0.08	-0.09	0.36	-0.73	0.34	-0.48	-0.76	-0.32	-0.07	0.61	0.48	-0.64	-0.58	-0.01	-0.48	-0.46	-0.35
Other Assets	-0.2	-0.1	-0.44	-0.11	-0.29	0.54	-0.57	0.28		-0.32	-0.21	0.08	0.17	0.09	-0.21	-0.19	0.07	-0.21	0.58	0.65	-0.66	0.11	-0.72	-0.27	-0.16	-0.09
Net Receivables	0.78	0.26	0.62	0.62	0.92	0.26	0.92	-0.08	-0.32		0.71	-0.85	0.08	-0.86	0.81	0.57	0.67	0.71	-0.04	-0.07	0.61	0.37	0.72	0.74	0.7	0.8
Common Stock Total Equity	0.85	0.69	0.46	0.84	0.6	0.47	0.64	-0.09	-0.21	0.71		-0.68	0.1	-0.73	0.81	0.56	0.43	1.0	0.34	0.41	0.4	0.33	0.3	0.64	0.65	0.71
Common Stock Shares Outstanding	-0.87	-0.4	-0.27	-0.82	-0.74	-0.44	-0.68	0.36	0.08	-0.85	-0.68		-0.4	0.99	-0.88	-0.75	-0.77	-0.68	0.07	-0.02	-0.51	-0.58	-0.43	-0.82	-0.81	-0.86
Short Term Investments	0.41	0.48	-0.3	0.55	-0.19	0.02	-0.13	-0.73	0.17	0.08	0.1	-0.4		-0.39	0.36	0.62	0.18	0.09	-0.18	-0.04	0.26	0.92	-0.35	0.3	0.34	0.24
Other Stockholder Equity	-0.88	-0.51	-0.31	-0.86	-0.74	-0.47	-0.69	0.34	0.09	-0.86	-0.73	0.99	-0.39		-0.88	-0.79	-0.71	-0.74	-0.02	-0.08	-0.51	-0.61	-0.41	-0.79	-0.8	-0.83
Total Liab	0.99	0.5	0.36	0.86	0.73	0.29	0.74	-0.48	-0.21	0.81	0.81	-0.88	0.36	-0.88		0.81	0.79	0.8	-0.11	0.01	0.7	0.5	0.44	0.89	0.87	0.95
Total Current Assets	0.85	0.69	0.1	0.84	0.44	0.17	0.5	-0.76	-0.19	0.57	0.56	-0.75	0.62	-0.79	0.81		0.59	0.56	-0.19	-0.13	0.68	0.71	0.19	0.74	0.74	0.69
Intangible Assets	0.73	0.06	0.21	0.48	0.74	0.34	0.64	-0.32	0.07	0.67	0.43	-0.77	0.18	-0.71	0.79	0.59		0.43	-0.22	-0.12	0.54	0.25	0.45	0.85	0.85	0.93
Common Stock	0.84	0.69	0.47	0.83	0.61	0.47	0.65	-0.07	-0.21	0.71	1.0	-0.68	0.09	-0.74	0.8	0.56	0.43		0.35	0.41	0.4	0.33	0.31	0.64	0.65	0.7
Other Current Liab	-0.05	0.34	0.03	0.13	-0.08	0.66	-0.23	0.61	0.58	-0.04	0.34	0.07	-0.18	-0.02	-0.11	-0.19	-0.22	0.35		0.95	-0.6	0.01	-0.48	-0.29	-0.19	-0.13
Total Current Liabilities	0.07	0.39	-0.07	0.25	-0.12	0.71	-0.28	0.48	0.65	-0.07	0.41	-0.02	-0.04	-0.08	0.01	-0.13	-0.12	0.41	0.95		-0.58	0.08	-0.56	-0.18	-0.07	-0.01
Net Debt	0.68	0.27	0.44	0.46	0.55	-0.37	0.74	-0.64	-0.66	0.61	0.4	-0.51	0.26	-0.51	0.7	0.68	0.54	0.4	-0.6	-0.58		0.32	0.66	0.75	0.68	0.63
Cash And Short Term Investments	0.55	0.62	-0.07	0.69	0.07	0.19	0.13	-0.58	0.11	0.37	0.33	-0.58	0.92	-0.61	0.5	0.71	0.25	0.33	0.01	0.08	0.32		-0.19	0.41	0.45	0.37
Other Current Assets	0.37	-0.21	0.62	0.11	0.79	-0.22	0.88	-0.01	-0.72	0.72	0.3	-0.43	-0.35	-0.41	0.44	0.19	0.45	0.31	-0.48	-0.56	0.66	-0.19		0.53	0.41	0.49
Short Long Term Debt Total	0.87	0.35	0.42	0.69	0.74	0.28	0.75	-0.48	-0.27	0.74	0.64	-0.82	0.3	-0.79	0.89	0.74	0.85	0.64	-0.29	-0.18	0.75	0.41	0.53		0.99	0.92
Long Term Debt	0.86	0.41	0.37	0.71	0.69	0.39	0.68	-0.46	-0.16	0.7	0.65	-0.81	0.34	-0.8	0.87	0.74	0.85	0.65	-0.19	-0.07	0.68	0.45	0.41	0.99		0.91
Good Will	0.91	0.29	0.34	0.71	0.79	0.36	0.75	-0.35	-0.09	0.8	0.71	-0.86	0.24	-0.83	0.95	0.69	0.93	0.7	-0.13	-0.01	0.63	0.37	0.49	0.92	0.91

Click cells to compare fundamentals

AXIS Capital Account Relationship Matchups

AXIS Capital balance sheet Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	25.6B	25.9B	27.4B	27.6B	28.3B	20.2B
Total Stockholder Equity	5.5B	5.3B	5.4B	4.6B	5.3B	5.4B
Other Liab	10.9B	1.4B	1.8B	12.9B	14.8B	15.6B
Retained Earnings	6.1B	5.8B	6.2B	6.2B	6.4B	4.7B
Accounts Payable	1.3B	1.1B	1.3B	1.5B	1.8B	1.9B
Cash	1.2B	902.8M	844.6M	751.4M	1.4B	1.3B
Non Current Assets Total	13.5B	13.3B	14.0B	13.1B	16.5B	17.4B
Non Currrent Assets Other	(13.5B)	(13.3B)	(14.0B)	(13.1B)	(441.0M)	(463.1M)
Other Assets	(9.1B)	(8.2B)	(8.2B)	(6.9B)	(6.2B)	(5.9B)
Net Receivables	7.4B	7.7B	8.4B	9.2B	10.1B	10.6B
Common Stock Shares Outstanding	84.5M	84.3M	85.3M	85.7M	86.0M	96.2M
Short Term Investments	12.5B	12.2B	12.3B	11.4B	17.2M	16.4M
Liabilities And Stockholders Equity	25.6B	25.9B	27.4B	27.6B	28.3B	20.2B
Other Stockholder Equity	(1.5B)	(1.4B)	(1.4B)	(1.4B)	(1.4B)	(1.3B)
Total Liab	20.1B	20.6B	22.0B	23.0B	23.1B	14.8B
Total Current Assets	21.1B	20.8B	21.5B	21.4B	11.8B	16.4B
Intangible Assets	230.6M	219.6M	208.7M	197.8M	186.9M	115.3M
Other Current Liab	(1.3B)	(1.1B)	(1.3B)	(102.6M)	16.4B	17.3B
Total Current Liabilities	1.3B	1.1B	1.3B	1.5B	18.3B	10.3B
Net Debt	682.6M	547.1M	585.9M	744.9M	138.6M	145.6M
Cash And Short Term Investments	13.7B	13.1B	13.2B	12.1B	5.3B	8.8B
Other Current Assets	9.0B	9.4B	9.7B	10.5B	11.8B	12.4B
Accumulated Other Comprehensive Income	171.7M	414.4M	56.5M	(760.3M)	(365.8M)	(347.5M)
Short Long Term Debt Total	1.9B	1.4B	1.4B	1.5B	1.5B	1.1B
Long Term Debt	1.8B	1.3B	1.3B	1.3B	1.4B	1.1B
Non Current Liabilities Total	1.9B	1.4B	1.4B	1.5B	4.8B	5.1B
Treasury Stock	(3.8B)	(3.8B)	(3.8B)	(3.7B)	(3.4B)	(3.5B)
Inventory	(9.0B)	(9.4B)	(9.7B)	(10.5B)	(15.4B)	(14.6B)
Net Tangible Assets	4.4B	4.4B	4.6B	3.8B	3.4B	3.7B
Retained Earnings Total Equity	5.9B	6.1B	5.8B	6.2B	7.1B	5.7B
Long Term Debt Total	1.8B	1.3B	1.3B	1.3B	1.5B	1.3B
Capital Surpluse	2.3B	2.3B	2.3B	2.4B	2.7B	2.5B
Long Term Investments	14.4B	14.3B	13.6B	12.7B	13.7B	15.0B
Non Current Liabilities Other	17.6B	18.2B	19.2B	20.6B	23.7B	16.8B

Pair Trading with AXIS Capital

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if AXIS Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in AXIS Capital will appreciate offsetting losses from the drop in the long position's value.

Moving together with AXIS Stock

0.78

ACT

Enact Holdings

Pair Corr

Moving against AXIS Stock

0.74	AMSF	AMERISAFE	Pair Corr
0.68	MBI	MBIA Inc	Pair Corr
0.63	EIG	Employers Holdings	Pair Corr
0.57	JRVR	James River Group Normal Trading	Pair Corr
0.5	AGO	Assured Guaranty	Pair Corr

The ability to find closely correlated positions to AXIS Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AXIS Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back AXIS Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling AXIS Capital Holdings to buy it.

The correlation of AXIS Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as AXIS Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AXIS Capital Holdings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for AXIS Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for AXIS Stock Analysis

When running AXIS Capital's price analysis, check to measure AXIS Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AXIS Capital is operating at the current time. Most of AXIS Capital's value examination focuses on studying past and present price action to predict the probability of AXIS Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AXIS Capital's price. Additionally, you may evaluate how the addition of AXIS Capital to your portfolios can decrease your overall portfolio volatility.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

AXIS Historical Balance Sheet

AXIS Capital Inventory

(14.62 Billion)

About AXIS Balance Sheet Analysis

AXIS Capital Balance Sheet Chart

Total Assets

Total Stockholder Equity

Retained Earnings

Long Term Investments

AXIS Capital balance sheet Correlations

AXIS Capital Account Relationship Matchups

High Positive Relationship

High Negative Relationship

AXIS Capital balance sheet Accounts

Pair Trading with AXIS Capital

Moving together with AXIS Stock

Moving against AXIS Stock

Additional Tools for AXIS Stock Analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Common Stock	+ 1.0	Common Stock Total Equity
Total Liab	+ 0.99	Total Assets
Other Stockholder Equity	+ 0.99	Common Stock Shares Outstanding
Long Term Debt	+ 0.99	Short Long Term Debt Total
Good Will	+ 0.95	Total Liab
Total Current Liabilities	+ 0.95	Other Current Liab

Total Liab	- 0.88	Other Stockholder Equity
Total Liab	- 0.88	Common Stock Shares Outstanding
Other Stockholder Equity	- 0.88	Total Assets
Common Stock Shares Outstanding	- 0.87	Total Assets
Good Will	- 0.86	Common Stock Shares Outstanding
Other Stockholder Equity	- 0.86	Net Receivables