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Side-by-side financial comparison of First American Financial Corp (FAF) and Roper Technologies (ROP). Click either name above to swap in a different company.
Roper Technologies is the larger business by last-quarter revenue ($2.1B vs $2.0B, roughly 1.0× First American Financial Corp). Roper Technologies runs the higher net margin — 15.8% vs 10.3%, a 5.5% gap on every dollar of revenue. On growth, First American Financial Corp posted the faster year-over-year revenue change (21.6% vs 11.3%). Roper Technologies produced more free cash flow last quarter ($507.0M vs $324.5M). Over the past eight quarters, First American Financial Corp's revenue compounded faster (19.9% CAGR vs 10.5%).
First American Financial Corporation is an American financial services company which provides title insurance and settlement services to the real estate and mortgage industries.
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
FAF vs ROP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $2.1B |
| Net Profit | $211.9M | $331.0M |
| Gross Margin | — | 69.4% |
| Operating Margin | 14.0% | 27.2% |
| Net Margin | 10.3% | 15.8% |
| Revenue YoY | 21.6% | 11.3% |
| Net Profit YoY | 192.7% | 842.6% |
| EPS (diluted) | $2.04 | $4.87 |
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.
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.0B | $2.1B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $1.8B | $1.9B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
| Q1 26 | — | $331.0M | ||
| Q4 25 | $211.9M | $428.4M | ||
| Q3 25 | $189.6M | $398.5M | ||
| Q2 25 | $146.1M | $378.3M | ||
| Q1 25 | $74.2M | $331.1M | ||
| Q4 24 | $72.4M | $462.3M | ||
| Q3 24 | $-104.0M | $367.9M | ||
| Q2 24 | $116.0M | $337.1M |
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
| Q1 26 | — | 27.2% | ||
| Q4 25 | 14.0% | 28.6% | ||
| Q3 25 | 12.5% | 28.4% | ||
| Q2 25 | 10.6% | 28.2% | ||
| Q1 25 | 6.1% | 27.9% | ||
| Q4 24 | 5.9% | 28.0% | ||
| Q3 24 | -10.3% | 28.1% | ||
| Q2 24 | 9.4% | 28.8% |
| Q1 26 | — | 15.8% | ||
| Q4 25 | 10.3% | 20.8% | ||
| Q3 25 | 9.6% | 19.8% | ||
| Q2 25 | 7.9% | 19.5% | ||
| Q1 25 | 4.7% | 17.6% | ||
| Q4 24 | 4.3% | 24.6% | ||
| Q3 24 | -7.4% | 20.8% | ||
| Q2 24 | 7.2% | 19.6% |
| Q1 26 | — | $4.87 | ||
| Q4 25 | $2.04 | $3.97 | ||
| Q3 25 | $1.84 | $3.68 | ||
| Q2 25 | $1.41 | $3.49 | ||
| Q1 25 | $0.71 | $3.06 | ||
| Q4 24 | $0.70 | $4.29 | ||
| Q3 24 | $-1.00 | $3.40 | ||
| Q2 24 | $1.11 | $3.12 |
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 | $382.9M |
| Total DebtLower is stronger | — | $9.7B |
| Stockholders' EquityBook value | $5.5B | $18.8B |
| Total Assets | $16.2B | $34.6B |
| Debt / EquityLower = less leverage | — | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $382.9M | ||
| Q4 25 | $1.4B | $297.4M | ||
| Q3 25 | $2.9B | $320.0M | ||
| Q2 25 | $2.0B | $242.4M | ||
| Q1 25 | $2.0B | $372.8M | ||
| Q4 24 | $1.7B | $188.2M | ||
| Q3 24 | $3.0B | $269.6M | ||
| Q2 24 | $2.0B | $251.5M |
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $18.8B | ||
| Q4 25 | $5.5B | $19.9B | ||
| Q3 25 | $5.3B | $20.0B | ||
| Q2 25 | $5.1B | $19.6B | ||
| Q1 25 | $5.0B | $19.2B | ||
| Q4 24 | $4.9B | $18.9B | ||
| Q3 24 | $5.1B | $18.5B | ||
| Q2 24 | $4.8B | $18.1B |
| Q1 26 | — | $34.6B | ||
| Q4 25 | $16.2B | $34.6B | ||
| Q3 25 | $17.6B | $34.6B | ||
| Q2 25 | $16.3B | $33.2B | ||
| Q1 25 | $15.5B | $31.4B | ||
| Q4 24 | $14.9B | $31.3B | ||
| Q3 24 | $16.6B | $31.6B | ||
| Q2 24 | $15.2B | $29.8B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $324.5M | $507.0M |
| FCF MarginFCF / Revenue | 15.8% | 24.2% |
| Capex IntensityCapex / Revenue | 2.2% | 0.5% |
| Cash ConversionOCF / Net Profit | 1.74× | — |
| TTM Free Cash FlowTrailing 4 quarters | $762.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $369.3M | $738.0M | ||
| Q3 25 | $272.5M | $869.5M | ||
| Q2 25 | $361.8M | $404.1M | ||
| Q1 25 | $-52.8M | $528.7M | ||
| Q4 24 | $324.6M | $722.2M | ||
| Q3 24 | $236.9M | $755.4M | ||
| Q2 24 | $266.7M | $384.1M |
| Q1 26 | — | $507.0M | ||
| Q4 25 | $324.5M | — | ||
| Q3 25 | $223.1M | — | ||
| Q2 25 | $309.4M | — | ||
| Q1 25 | $-94.5M | — | ||
| Q4 24 | $266.2M | — | ||
| Q3 24 | $185.4M | — | ||
| Q2 24 | $210.0M | — |
| Q1 26 | — | 24.2% | ||
| Q4 25 | 15.8% | — | ||
| Q3 25 | 11.3% | — | ||
| Q2 25 | 16.8% | — | ||
| Q1 25 | -6.0% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 13.2% | — | ||
| Q2 24 | 13.0% | — |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 1.72× | ||
| Q3 25 | 1.44× | 2.18× | ||
| Q2 25 | 2.48× | 1.07× | ||
| Q1 25 | -0.71× | 1.60× | ||
| Q4 24 | 4.48× | 1.56× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | 2.30× | 1.14× |
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% |
ROP
Segment breakdown not available.
