AXIS Capital Holdings Ltd (AXS)vsFirst American Corporation (FAF)
AXS
AXIS Capital Holdings Ltd
$99.39
+0.08%
FINANCIAL SERVICES · Cap: $7.32B
FAF
First American Corporation
$71.04
+1.75%
FINANCIAL SERVICES · Cap: $7.13B
Smart Verdict
WallStSmart Research — data-driven comparison
First American Corporation generates 15% more annual revenue ($7.71B vs $6.69B). AXS leads profitability with a 16.0% profit margin vs 8.7%. AXS appears more attractively valued with a PEG of 1.18. AXS earns a higher WallStSmart Score of 76/100 (B+).
AXS
Strong Buy76
out of 100
Grade: B+
FAF
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 45.6% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 70.4% YoY
16.2% revenue growth
Areas to Watch
Distress zone — elevated risk
Distress zone — elevated risk
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AXS
The strongest argument for AXS centers on P/E Ratio, Price/Book, Debt/Equity. Profitability is solid with margins at 16.0% and operating margin at 19.0%. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bull Case : FAF
The strongest argument for FAF centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 16.2% demonstrates continued momentum.
Bear Case : AXS
The primary concerns for AXS are Altman Z-Score.
Bear Case : FAF
The primary concerns for FAF are Altman Z-Score, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
AXS profiles as a mature stock while FAF is a growth play — different risk/reward profiles.
FAF carries more volatility with a beta of 1.30 — expect wider price swings.
FAF is growing revenue faster at 16.2% — sustainability is the question.
AXS generates stronger free cash flow (519M), providing more financial flexibility.
Bottom Line
AXS scores higher overall (76/100 vs 68/100), backed by strong 16.0% margins. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AXIS Capital Holdings Ltd
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
AXIS Capital Holdings Limited, offers various specialized insurance and reinsurance products worldwide. The company is headquartered in Pembroke, Bermuda.
Visit Website →First American Corporation
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
First American Financial Corporation, provides financial services. The company is headquartered in Santa Ana, California.
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