First American Corporation (FAF)vsTiptree Inc (TIPT)
FAF
First American Corporation
$58.36
+0.43%
FINANCIAL SERVICES · Cap: $5.92B
TIPT
Tiptree Inc
$16.41
+0.92%
FINANCIAL SERVICES · Cap: $720.54M
Smart Verdict
WallStSmart Research — data-driven comparison
First American Corporation generates 260% more annual revenue ($7.45B vs $2.07B). FAF leads profitability with a 8.3% profit margin vs 2.4%. FAF appears more attractively valued with a PEG of 2.04. FAF earns a higher WallStSmart Score of 72/100 (B).
FAF
Strong Buy72
out of 100
Grade: B
TIPT
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.1%
Fair Value
$280.80
Current Price
$58.36
$222.44 discount
Margin of Safety
-125.6%
Fair Value
$7.82
Current Price
$16.41
$8.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 21.6% year-over-year
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
1.9% earnings growth
Distress zone — elevated risk
Smaller company, higher risk/reward
2.4% margin — thin
Expensive relative to growth rate
Earnings declined 56.4%
Comparative Analysis Report
WallStSmart ResearchBull 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 : TIPT
The strongest argument for TIPT centers on Price/Book, P/E Ratio.
Bear Case : FAF
The primary concerns for FAF are PEG Ratio, EPS Growth, Altman Z-Score.
Bear Case : TIPT
The primary concerns for TIPT are Market Cap, Profit Margin, PEG Ratio. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
FAF profiles as a growth stock while TIPT 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.
FAF generates stronger free cash flow (325M), providing more financial flexibility.
Bottom Line
FAF scores higher overall (72/100 vs 48/100) and 21.6% revenue growth. Both earn "Strong Buy" and "Hold" 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.
Tiptree Inc
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
Tiptree Inc., underwrites and manages specialty insurance products primarily in the United States. The company is headquartered in New York, New York.
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