Fidelity National Financial Inc (FNF)vsMGIC Investment Corp (MTG)
FNF
Fidelity National Financial Inc
$47.40
+2.98%
FINANCIAL SERVICES · Cap: $12.90B
MTG
MGIC Investment Corp
$26.49
+1.55%
FINANCIAL SERVICES · Cap: $5.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Financial Inc generates 1142% more annual revenue ($14.96B vs $1.20B). MTG leads profitability with a 59.6% profit margin vs 5.1%. MTG appears more attractively valued with a PEG of 0.40. FNF earns a higher WallStSmart Score of 78/100 (B+).
FNF
Strong Buy78
out of 100
Grade: B+
MTG
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 200.0% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
16.7% revenue growth
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 60 of every $100 in revenue as profit
Strong operational efficiency at 72.6%
Conservative balance sheet, low leverage
Areas to Watch
5.1% margin — thin
Weak financial health signals
Distress zone — elevated risk
1.3% earnings growth
Weak financial health signals
Revenue declined 3.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : FNF
The strongest argument for FNF centers on EPS Growth, PEG Ratio, P/E Ratio. Revenue growth of 16.7% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bull Case : MTG
The strongest argument for MTG centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 59.6% and operating margin at 72.6%. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bear Case : FNF
The primary concerns for FNF are Profit Margin, Piotroski F-Score, Altman Z-Score.
Bear Case : MTG
The primary concerns for MTG are EPS Growth, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
FNF profiles as a growth stock while MTG is a declining play — different risk/reward profiles.
FNF carries more volatility with a beta of 1.02 — expect wider price swings.
FNF is growing revenue faster at 16.7% — sustainability is the question.
FNF generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
FNF scores higher overall (78/100 vs 65/100) and 16.7% revenue growth. Both earn "Strong Buy" and "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.
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.
MGIC Investment Corp
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
MGIC Investment Corporation offers private mortgage insurance, other mortgage credit risk management solutions, and ancillary services to lenders and government-sponsored entities in the United States, Puerto Rico, and Guam. The company is headquartered in Milwaukee, Wisconsin.
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