First American Financial Corporation (FAF) on Decifer

Decifer ranks FAF number 138 of 270 tracked names on durable business quality.

Why it ranks here

• It earns strong returns on the money it puts to work, around 18% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 22% a year, profits grew 378% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit.
• and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Returns of 18% and 378% profit growth show life but are capped by no worldview role, limiting the upside despite momentum of 13 out of 35.

The current read

The evidence on FAF lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Specialty & E&S Insurance Hardening: Climate-driven catastrophe losses and complex emerging risks are pushing coverage out of admitted markets into a hard-pricing specialty and E&S market growing above the broader P&C industry.

Read the full FAF research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.