Axis Capital Holdings vs First American Financial
Axis Capital Holdings and First American Financial are similar in size: $6.56bn and $7.45bn of revenue in their latest fiscal years. First American Financial grew faster (21.6% against 10.2%). Axis Capital Holdings kept more of each dollar of sales as profit: a net margin of 15.4% against 8.3%. Axis Capital Holdings carries less debt relative to equity (0.0% against 28.1%).
| Latest fiscal year | Axis Capital HoldingsAXS, 2025 | First American FinancialFAF, 2025 |
|---|---|---|
| Revenue | $6.56bn | $7.45bn |
| Revenue growth | 10.2% | 21.6% |
| Net income | $1.01bn | $622m |
| Operating margin | — | — |
| Net margin | 15.4% | 8.3% |
| Return on equity | 16.2% | 11.9% |
| Free cash flow | — | $763m |
| Cash | $820m | $1.39bn |
| Total debt | $0 | $1.55bn |
| Debt to equity | 0.0% | 28.1% |
| Dividend per share | $1.76 | $2.18 |
| Dividend yield | — | 2.5% |
| Share buybacks | $888m | $122m |
| Employees | 1,966 | 19,102 |
| Market value | $7.64bn | $6.64bn |
| Price vs our value range | — | — |
| Moat score | 62 (Moderate) | 67 (Moderate) |
| Insider trades, 12 months | 0 buys, 3 sales | 3 buys, 4 sales |