FAFFirst American Financial Corp
Title Insurance
- Revenue
- $7.5B
- 22% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear153% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear36% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear10% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $9.2B | $7.6B | $6.0B | $6.1B | $7.5B | 22% |
| Net income | $1.2B | $263M | $217M | $131M | $622M | 374% |
| Operating cash flow | $1.2B | $778M | $354M | $898M | $951M | 5.9% |
| Capex | $161M | $260M | $263M | $218M | $188M | 14% |
| Stock-based comp | $54M | $67M | $49M | $52M | $68M | 32% |
| Buybacks | $99M | $441M | $73M | $69M | $122M | 79% |
| Dividends | $213M | $218M | $217M | $221M | $223M | 1.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.