Quick10K

⚲

First American Financial

Filings

10-Q	2020-06-30	Filed 2020-07-23
10-Q	2020-03-31	Filed 2020-04-29
10-K	2019-12-31	Filed 2020-02-18
10-Q	2019-09-30	Filed 2019-10-24
10-Q	2019-06-30	Filed 2019-07-25
10-Q	2019-03-31	Filed 2019-04-25
10-K	2018-12-31	Filed 2019-02-20
10-Q	2018-09-30	Filed 2018-10-25
10-Q	2018-06-30	Filed 2018-07-26
10-Q	2018-03-31	Filed 2018-04-26
10-K	2017-12-31	Filed 2018-02-16
10-Q	2017-09-30	Filed 2017-10-26
10-Q	2017-06-30	Filed 2017-07-27
10-Q	2017-03-31	Filed 2017-04-27
10-K	2016-12-31	Filed 2017-02-17
10-Q	2016-09-30	Filed 2016-10-20
10-Q	2016-06-30	Filed 2016-07-21
10-Q	2016-03-31	Filed 2016-04-21
10-K	2015-12-31	Filed 2016-02-19
10-Q	2015-09-30	Filed 2015-10-22
10-Q	2015-06-30	Filed 2015-07-23
10-Q	2015-03-31	Filed 2015-04-23
10-K	2014-12-31	Filed 2015-02-23
10-Q	2014-09-30	Filed 2014-10-23
10-Q	2014-06-30	Filed 2014-07-24
10-Q	2014-03-31	Filed 2014-04-24
10-K	2013-12-31	Filed 2014-02-25
10-Q	2013-09-30	Filed 2013-10-24
10-Q	2013-06-30	Filed 2013-07-25
10-Q	2013-03-31	Filed 2013-04-26
10-K	2012-12-31	Filed 2013-02-28
10-Q	2012-09-30	Filed 2012-10-26
10-Q	2012-06-30	Filed 2012-07-30
10-Q	2012-03-31	Filed 2012-05-01
10-K	2011-12-31	Filed 2012-02-27
10-Q	2011-09-30	Filed 2011-11-02
10-Q	2011-06-30	Filed 2011-08-02
10-Q	2011-03-31	Filed 2011-05-02
10-K	2010-12-31	Filed 2011-03-01
10-Q	2010-09-30	Filed 2010-11-01
10-Q	2010-06-30	Filed 2010-08-09
10-Q	2010-03-31	Filed 2010-05-28

Reports

8-K	2020-07-23	Earnings, Exhibits
8-K	2020-05-15
8-K	2020-05-08
8-K	2020-05-05
8-K	2020-04-23
8-K	2020-02-13
8-K	2019-10-24
8-K	2019-07-25
8-K	2019-05-28
8-K	2019-05-07
8-K	2019-04-30
8-K	2019-04-25
8-K	2019-02-14
8-K	2018-10-25
8-K	2018-07-26
8-K	2018-05-08
8-K	2018-04-26
8-K	2018-02-08

First American Financial Financials

FAF Metrics, Comps, Filings

Quarterly | Annual

Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Equity

Income Statement ($BB Quarterly)

Revenue, G Profit, Net Income

Cash Flow ($BB Quarterly)

Ops, Inv, Fin


Comps ($MM TTM)	Market Cap	Gross Margin	EV/EBITDA	Ret on Assets	Assets	Liabilities	Revenue	G Profit	Net Income	EBITDA	EV
Marsh & McLennan (MMC)	51,238	0%	21.1	5%	31,097		16,100	0	1,530	2,935	61,968
Aon (AON)	47,028	0%	19.1	7%	28,167	24,606	18,898	0	1,867	2,751	52,546
Fanhua (FANH)	27,469			0%	3,867	1,120	0	0	0	0	26,621
Willis Towers Watson (WLTW)	25,051	0%	17.3	3%	35,703	25,672	8,721	0	905	1,741	30,042
Arthur J Gallagher (AJG)	16,720	62%	22.7	4%	19,174	14,262	7,131	4,402	728	791	17,928
Fidelity National Financial (FNF)	11,916	0%	10.0	7%	10,419	4,954	6,107	0	732	1,120	11,236
AXA Equitable Holdings (EQH)	11,066	0%	4.2	1%	244,646	227,830	13,057	0	1,404	1,573	6,595
Brown & Brown (BRO)	10,207	0%	18.9	5%	7,681	4,366	2,322	0	395	577	10,901
First American Financial (FAF)	6,590	0%	5.8	5%	11,804	7,558	5,891	0	578	843	4,879
Argo Group (ARGO)	2,424	0%	27.0	0%	10,446	8,552	1,485	0	51	106	2,857
Ehealth (EHTH)	1,763	60%	-166.4	1%	581	150	339	204	4	-10	1,672
Corvel (CRVL)	1,562	22%	16.9	11%	427	226	594	128	48	87	1,464
Stewart Information Services (STC)	916	0%	4.1	6%	1,559	799	1,900	0	99	145	595
Goosehead Insurance (GSHD)	796	0%	44.7	30%	44	72	78	0	14	18	822
Investors Title (ITIC)	294	0%	9.3	8%	266	70	131	0	20	27	250
Health Insurance Innovations (HIIQ)	292	0%	14.0	2%	553	442	221	0	10	30	416
Argo Group International Holdings (ARGD)
BRP Group (BRP)			-18.2	-1%	346	295	0	0	-2	1	-18
Erie Indemnity (ERIE)		0%	-0.6	16%	1,975	855	2,457	0	320	384	-247


Balance Sheet ($MM)	2010-06-30	2010-09-30	2010-12-31	2011-03-31	2011-06-30	2011-09-30	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30	2019-09-30
Cash	579	743	729	755	601	631	418	673	796	745	627	815	862	834	835	770	1,041	1,204	1,190	878	1,270	894	1,027	976	1,242	1,443	1,006	1,047	1,167	1,142	1,387	1,177	1,227	2,205	1,467	1,337	1,412	1,711
Accounts Receivable
Inventory
PP&E	338	339	346	342	338	331	826	339	337	340	853	345	348	362	893	370	369	388	953	396	394	399	994	410	413	431	1,072	429	433	438	1,150	436	446	458	1,193	453	451	448
Assets	5,486	5,686	5,822	5,906	5,784	5,556	5,370	5,653	5,791	5,999	6,051	6,182	6,303	6,501	6,521	6,630	7,016	7,388	7,666	7,819	8,354	8,121	8,254	8,279	8,837	9,246	8,832	8,874	9,314	9,347	9,573	9,547	9,959	11,380	10,631	11,160	11,443	11,804
Accounts Payable
Long-Term Debt						200	200				-200
Liabilities	3,607	3,744	3,828	3,918	3,756	3,572	3,335	3,561	3,627	3,713	3,699	3,798	3,957	4,125	4,064	4,166	4,469	4,807	5,090	5,213	5,694	5,428	5,493	5,433	5,893	6,218	5,817	5,797	6,116	6,049	6,090	6,074	6,388	7,704	6,885	7,280	7,355	7,558
Stockholders' Equity	1,866	1,928	1,980	1,974	2,015	1,976	2,029	2,087	2,158	2,281	2,348	2,380	2,342	2,372	2,453	2,460	2,544	2,578	2,573	2,604	2,656	2,690	2,759	2,843	2,941	3,022	3,008	3,072	3,193	3,294	3,480	3,471	3,570	3,674	3,742	3,878	4,085	4,242


Income Statement ($MM)	2010-06-30	2010-09-30	2010-12-31	2011-03-31	2011-06-30	2011-09-30	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30	2019-09-30
Revenue	970	1,004	1,025	932	927	965	997	967	1,090	1,208	1,277	1,147	1,288	1,301	1,220	1,013	1,150	1,260	1,255	1,111	1,324	1,384	1,357	1,202	1,362	1,508	1,504	1,317	1,454	1,520	1,481	1,297	1,491	1,542	1,417	1,304	1,499	1,671
Cost of Revenue
Gross Profit
R&D
SG&A
Tax	23	29	9	12	17	17	2	20	39	52	57	23	24	43	33	13	26	35	42	28	48	40	35	33	51	60	0	26	62	-3	76	17	47	53		32	42	57
Net Income	34	33	47	-15	32	21	40	31	83	104	93	36	35	64	52	22	51	81	81	38	94	76	82	53	102	107	81	58	122	21	221	76	155	151	93	110	187	188


Cash Flow ($MM)	2010-06-30	2010-09-30	2010-12-31	2011-03-31	2011-06-30	2011-09-30	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30	2019-09-30
Cash Operating		65	130	-50	23	53	108	-7	112	147	178	-51	209	87	-175	-105	150		194	-66	233	185	199	-56	203	106	237	6	229	221	177	43		231		34	267	311
Cash Investing		-71	-179	-71	-38	143	-65	-3	23	-220	-235	16	-148	-200	-134	-166	-56		-350	-495	-168	-187	-124	-24	-247	-145	-194	-24	-292	-76	5	-289		-447		-291	-77	-58
Cash Financing		121	35	147	-139	-166	-256	262	-9	21	-59	224	-10	81	-42	206	174		150	254	325	-370	57	27	314	241	-475	58	180	-173	63	34		1,197		124	-115	50