WallStSmart

First American Corporation (FAF)vsRadian Group Inc (RDN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

First American Corporation generates 523% more annual revenue ($7.45B vs $1.20B). RDN leads profitability with a 48.7% profit margin vs 8.3%. RDN appears more attractively valued with a PEG of 0.76. RDN earns a higher WallStSmart Score of 76/100 (B+).

FAF

Strong Buy

72

out of 100

Grade: B

Growth: 4.7Profit: 6.5Value: 10.0Quality: 7.3
Piotroski: 6/9Altman Z: 1.51

RDN

Strong Buy

76

out of 100

Grade: B+

Growth: 4.7Profit: 8.0Value: 10.0Quality: 4.8
Piotroski: 3/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FAFUndervalued (+77.1%)

Margin of Safety

+77.1%

Fair Value

$280.80

Current Price

$58.36

$222.44 discount

UndervaluedFair: $280.80Overvalued
RDNUndervalued (+74.3%)

Margin of Safety

+74.3%

Fair Value

$133.10

Current Price

$32.97

$100.13 discount

UndervaluedFair: $133.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FAF3 strengths · Avg: 9.3/10
P/E RatioValuation
9.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

RDN5 strengths · Avg: 9.6/10
P/E RatioValuation
7.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
48.7%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
76.7%10/10

Strong operational efficiency at 76.7%

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Areas to Watch

FAF3 concerns · Avg: 4.0/10
PEG RatioValuation
2.044/10

Expensive relative to growth rate

EPS GrowthGrowth
1.9%4/10

1.9% earnings growth

Altman Z-ScoreHealth
1.514/10

Distress zone — elevated risk

RDN2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : FAF

The strongest argument for FAF centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 21.6% demonstrates continued momentum.

Bull Case : RDN

The strongest argument for RDN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.7% and operating margin at 76.7%. PEG of 0.76 suggests the stock is reasonably priced for its growth.

Bear Case : FAF

The primary concerns for FAF are PEG Ratio, EPS Growth, Altman Z-Score.

Bear Case : RDN

The primary concerns for RDN are Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

FAF profiles as a growth stock while RDN is a value play — different risk/reward profiles.

FAF carries more volatility with a beta of 1.26 — expect wider price swings.

FAF is growing revenue faster at 21.6% — sustainability is the question.

RDN generates stronger free cash flow (406M), providing more financial flexibility.

Bottom Line

RDN scores higher overall (76/100 vs 72/100), backed by strong 48.7% margins. FAF offers better value entry with a 77.1% margin of safety. 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.

Radian Group Inc

FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA

Radian Group Inc. is engaged in the mortgage and real estate services business in the United States. The company is headquartered in Philadelphia, Pennsylvania.

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