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Side-by-side financial comparison of First American Financial Corp (FAF) and Organon & Co. (OGN). Click either name above to swap in a different company.
First American Financial Corp is the larger business by last-quarter revenue ($2.0B vs $1.5B, roughly 1.4× Organon & Co.). First American Financial Corp runs the higher net margin — 10.3% vs -13.6%, a 23.9% gap on every dollar of revenue. On growth, First American Financial Corp posted the faster year-over-year revenue change (21.6% vs -5.3%). First American Financial Corp produced more free cash flow last quarter ($324.5M vs $96.0M). Over the past eight quarters, First American Financial Corp's revenue compounded faster (19.9% CAGR vs -3.6%).
First American Financial Corporation is an American financial services company which provides title insurance and settlement services to the real estate and mortgage industries.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
FAF vs OGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.5B |
| Net Profit | $211.9M | $-205.0M |
| Gross Margin | — | 49.2% |
| Operating Margin | 14.0% | -9.8% |
| Net Margin | 10.3% | -13.6% |
| Revenue YoY | 21.6% | -5.3% |
| Net Profit YoY | 192.7% | -288.1% |
| EPS (diluted) | $2.04 | $-0.78 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $1.8B | $1.6B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.7B | $1.6B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.6B | $1.6B | ||
| Q1 24 | $1.4B | $1.6B |
| Q4 25 | $211.9M | $-205.0M | ||
| Q3 25 | $189.6M | $160.0M | ||
| Q2 25 | $146.1M | $145.0M | ||
| Q1 25 | $74.2M | $87.0M | ||
| Q4 24 | $72.4M | $109.0M | ||
| Q3 24 | $-104.0M | $359.0M | ||
| Q2 24 | $116.0M | $195.0M | ||
| Q1 24 | $46.7M | $201.0M |
| Q4 25 | — | 49.2% | ||
| Q3 25 | — | 53.5% | ||
| Q2 25 | — | 54.8% | ||
| Q1 25 | — | 55.6% | ||
| Q4 24 | — | 56.3% | ||
| Q3 24 | — | 58.3% | ||
| Q2 24 | — | 58.4% | ||
| Q1 24 | — | 59.0% |
| Q4 25 | 14.0% | -9.8% | ||
| Q3 25 | 12.5% | 15.2% | ||
| Q2 25 | 10.6% | 14.4% | ||
| Q1 25 | 6.1% | 6.7% | ||
| Q4 24 | 5.9% | 8.1% | ||
| Q3 24 | -10.3% | 13.1% | ||
| Q2 24 | 9.4% | 14.6% | ||
| Q1 24 | 4.1% | 14.5% |
| Q4 25 | 10.3% | -13.6% | ||
| Q3 25 | 9.6% | 10.0% | ||
| Q2 25 | 7.9% | 9.1% | ||
| Q1 25 | 4.7% | 5.8% | ||
| Q4 24 | 4.3% | 6.8% | ||
| Q3 24 | -7.4% | 22.7% | ||
| Q2 24 | 7.2% | 12.1% | ||
| Q1 24 | 3.3% | 12.4% |
| Q4 25 | $2.04 | $-0.78 | ||
| Q3 25 | $1.84 | $0.61 | ||
| Q2 25 | $1.41 | $0.56 | ||
| Q1 25 | $0.71 | $0.33 | ||
| Q4 24 | $0.70 | $0.42 | ||
| Q3 24 | $-1.00 | $1.38 | ||
| Q2 24 | $1.11 | $0.75 | ||
| Q1 24 | $0.45 | $0.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $574.0M |
| Total DebtLower is stronger | — | $8.6B |
| Stockholders' EquityBook value | $5.5B | $752.0M |
| Total Assets | $16.2B | $12.9B |
| Debt / EquityLower = less leverage | — | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $574.0M | ||
| Q3 25 | $2.9B | $672.0M | ||
| Q2 25 | $2.0B | $599.0M | ||
| Q1 25 | $2.0B | $547.0M | ||
| Q4 24 | $1.7B | $675.0M | ||
| Q3 24 | $3.0B | $763.0M | ||
| Q2 24 | $2.0B | $704.0M | ||
| Q1 24 | $1.5B | $575.0M |
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $8.8B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | $8.7B | ||
| Q2 24 | — | $8.7B | ||
| Q1 24 | — | $8.7B |
| Q4 25 | $5.5B | $752.0M | ||
| Q3 25 | $5.3B | $906.0M | ||
| Q2 25 | $5.1B | $733.0M | ||
| Q1 25 | $5.0B | $542.0M | ||
| Q4 24 | $4.9B | $472.0M | ||
| Q3 24 | $5.1B | $493.0M | ||
| Q2 24 | $4.8B | $144.0M | ||
| Q1 24 | $4.8B | $48.0M |
| Q4 25 | $16.2B | $12.9B | ||
| Q3 25 | $17.6B | $13.6B | ||
| Q2 25 | $16.3B | $13.5B | ||
| Q1 25 | $15.5B | $13.2B | ||
| Q4 24 | $14.9B | $13.1B | ||
| Q3 24 | $16.6B | $12.8B | ||
| Q2 24 | $15.2B | $12.2B | ||
| Q1 24 | $14.7B | $11.9B |
| Q4 25 | — | 11.49× | ||
| Q3 25 | — | 9.74× | ||
| Q2 25 | — | 12.14× | ||
| Q1 25 | — | 16.52× | ||
| Q4 24 | — | 18.81× | ||
| Q3 24 | — | 17.75× | ||
| Q2 24 | — | 60.11× | ||
| Q1 24 | — | 181.54× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $369.3M | $141.0M |
| Free Cash FlowOCF − Capex | $324.5M | $96.0M |
| FCF MarginFCF / Revenue | 15.8% | 6.4% |
| Capex IntensityCapex / Revenue | 2.2% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $762.5M | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $369.3M | $141.0M | ||
| Q3 25 | $272.5M | $264.0M | ||
| Q2 25 | $361.8M | $220.0M | ||
| Q1 25 | $-52.8M | $75.0M | ||
| Q4 24 | $324.6M | $390.0M | ||
| Q3 24 | $236.9M | $141.0M | ||
| Q2 24 | $266.7M | $332.0M | ||
| Q1 24 | $69.3M | $76.0M |
| Q4 25 | $324.5M | $96.0M | ||
| Q3 25 | $223.1M | $218.0M | ||
| Q2 25 | $309.4M | $181.0M | ||
| Q1 25 | $-94.5M | $43.0M | ||
| Q4 24 | $266.2M | $335.0M | ||
| Q3 24 | $185.4M | $99.0M | ||
| Q2 24 | $210.0M | $300.0M | ||
| Q1 24 | $17.6M | $30.0M |
| Q4 25 | 15.8% | 6.4% | ||
| Q3 25 | 11.3% | 13.6% | ||
| Q2 25 | 16.8% | 11.4% | ||
| Q1 25 | -6.0% | 2.8% | ||
| Q4 24 | 15.8% | 21.0% | ||
| Q3 24 | 13.2% | 6.3% | ||
| Q2 24 | 13.0% | 18.7% | ||
| Q1 24 | 1.2% | 1.8% |
| Q4 25 | 2.2% | 3.0% | ||
| Q3 25 | 2.5% | 2.9% | ||
| Q2 25 | 2.8% | 2.4% | ||
| Q1 25 | 2.6% | 2.1% | ||
| Q4 24 | 3.5% | 3.5% | ||
| Q3 24 | 3.7% | 2.7% | ||
| Q2 24 | 3.5% | 2.0% | ||
| Q1 24 | 3.6% | 2.8% |
| Q4 25 | 1.74× | — | ||
| Q3 25 | 1.44× | 1.65× | ||
| Q2 25 | 2.48× | 1.52× | ||
| Q1 25 | -0.71× | 0.86× | ||
| Q4 24 | 4.48× | 3.58× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | 2.30× | 1.70× | ||
| Q1 24 | 1.48× | 0.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
OGN
Segment breakdown not available.
