First American Corporation (FAF)vsFidelity National Financial Inc (FNF)
FAF
First American Corporation
$71.04
+1.75%
FINANCIAL SERVICES · Cap: $7.13B
FNF
Fidelity National Financial Inc
$50.58
+0.62%
FINANCIAL SERVICES · Cap: $13.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Financial Inc generates 88% more annual revenue ($14.51B vs $7.71B). FAF leads profitability with a 8.7% profit margin vs 4.2%. FNF appears more attractively valued with a PEG of 0.85. FNF earns a higher WallStSmart Score of 72/100 (B).
FAF
Strong Buy68
out of 100
Grade: B-
FNF
Strong Buy72
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
Earnings expanding 70.4% YoY
16.2% revenue growth
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 37.1% YoY
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
Negative free cash flow — burning cash
ROE of 7.8% — below average capital efficiency
4.2% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : FAF
The strongest argument for FAF centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 16.2% demonstrates continued momentum.
Bull Case : FNF
The strongest argument for FNF centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : FAF
The primary concerns for FAF are Altman Z-Score, PEG Ratio, Free Cash Flow.
Bear Case : FNF
The primary concerns for FNF are Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
FAF profiles as a growth stock while FNF is a value 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.
FNF generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
FNF scores higher overall (72/100 vs 68/100) and 12.3% revenue growth. 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.
First American Corporation
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
First American Financial Corporation, provides financial services. The company is headquartered in Santa Ana, California.
Fidelity National Financial Inc
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
Fidelity National Financial, Inc. offers various insurance products in the United States. The company is headquartered in Jacksonville, Florida.
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