AXIS Capital Holdings Ltd (AXS)vsFirst American Corporation (FAF)
AXS
AXIS Capital Holdings Ltd
$101.61
-0.62%
FINANCIAL SERVICES · Cap: $7.27B
FAF
First American Corporation
$63.55
-1.30%
FINANCIAL SERVICES · Cap: $6.49B
Smart Verdict
WallStSmart Research — data-driven comparison
First American Corporation generates 19% more annual revenue ($8.09B vs $6.81B). AXS leads profitability with a 16.2% profit margin vs 9.1%. AXS appears more attractively valued with a PEG of 1.18. AXS earns a higher WallStSmart Score of 74/100 (B).
AXS
Strong Buy74
out of 100
Grade: B
FAF
Buy56
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 24.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
Earnings declined 6.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : AXS
The strongest argument for AXS centers on P/E Ratio, Price/Book, Debt/Equity. Profitability is solid with margins at 16.2% and operating margin at 19.2%. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bull Case : FAF
The strongest argument for FAF centers on P/E Ratio, Price/Book.
Bear Case : AXS
The primary concerns for AXS are Altman Z-Score.
Bear Case : FAF
The primary concerns for FAF are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AXS profiles as a mature stock while FAF is a value play — different risk/reward profiles.
FAF carries more volatility with a beta of 1.26 — expect wider price swings.
AXS is growing revenue faster at 7.4% — sustainability is the question.
AXS generates stronger free cash flow (477M), providing more financial flexibility.
Bottom Line
AXS scores higher overall (74/100 vs 56/100), backed by strong 16.2% margins. 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.
AXIS Capital Holdings Ltd
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
AXIS Capital Holdings Limited, offers various specialized insurance and reinsurance products worldwide. The company is headquartered in Pembroke, Bermuda.
Visit Website →First American Corporation
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
First American Financial Corporation, provides financial services. The company is headquartered in Santa Ana, California.
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