Pelagos Insurance Capital vs Stewart Information Services
Stewart Information Services is the larger business, with $2.92bn of revenue in fiscal 2025 against $2.50bn for Pelagos Insurance Capital (1.2 times as much). Stewart Information Services grew faster (17.3% against 3.3%). Pelagos Insurance Capital kept more of each dollar of sales as profit: a net margin of 9.0% against 4.0%. Pelagos Insurance Capital carries less debt relative to equity (35.6% against 39.4%).
| Latest fiscal year | Pelagos Insurance CapitalPLGO, 2025 | Stewart Information ServicesSTC, 2025 |
|---|---|---|
| Revenue | $2.50bn | $2.92bn |
| Revenue growth | 3.3% | 17.3% |
| Net income | $226m | $116m |
| Operating margin | — | — |
| Net margin | 9.0% | 4.0% |
| Return on equity | 9.3% | 7.6% |
| Free cash flow | −$410m | $132m |
| Cash | $873m | $322m |
| Total debt | $855m | $647m |
| Debt to equity | 35.6% | 39.4% |
| Dividend per share | — | $2.05 |
| Dividend yield | 2.0% | 4.5% |
| Share buybacks | $261m | $3.9m |
| Employees | — | 7,800 |
| Market value | $2.54bn | $1.35bn |
| Price vs our value range | — | — |
| Moat score | — | 63 (Moderate) |
| Insider trades, 12 months | 0 buys, 0 sales | 19 buys, 3 sales |