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Side-by-side financial comparison of Fidelity National Financial, Inc. (FNF) and GRACO INC (GGG). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $544.0M, roughly 1.1× Fidelity National Financial, Inc.). GRACO INC runs the higher net margin — 22.3% vs -21.5%, a 43.8% gap on every dollar of revenue. On growth, Fidelity National Financial, Inc. posted the faster year-over-year revenue change (10.3% vs 8.1%). Over the past eight quarters, Fidelity National Financial, Inc.'s revenue compounded faster (13.7% CAGR vs 9.8%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
FNF vs GGG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $544.0M | $593.2M |
| Net Profit | $-117.0M | $132.5M |
| Gross Margin | — | 51.7% |
| Operating Margin | 82.9% | 26.7% |
| Net Margin | -21.5% | 22.3% |
| Revenue YoY | 10.3% | 8.1% |
| Net Profit YoY | -126.0% | 21.9% |
| EPS (diluted) | $-0.44 | $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 | $544.0M | $593.2M | ||
| Q3 25 | $553.0M | $543.4M | ||
| Q2 25 | $547.0M | $571.8M | ||
| Q1 25 | $455.0M | $528.3M | ||
| Q4 24 | $493.0M | $548.7M | ||
| Q3 24 | $506.0M | $519.2M | ||
| Q2 24 | $504.0M | $553.2M | ||
| Q1 24 | $421.0M | $492.2M |
| Q4 25 | $-117.0M | $132.5M | ||
| Q3 25 | $358.0M | $137.6M | ||
| Q2 25 | $278.0M | $127.6M | ||
| Q1 25 | $83.0M | $124.1M | ||
| Q4 24 | $450.0M | $108.7M | ||
| Q3 24 | $266.0M | $122.2M | ||
| Q2 24 | $306.0M | $133.0M | ||
| Q1 24 | $248.0M | $122.2M |
| Q4 25 | — | 51.7% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 52.4% | ||
| Q1 25 | — | 52.6% | ||
| Q4 24 | — | 50.9% | ||
| Q3 24 | — | 53.2% | ||
| Q2 24 | — | 54.4% | ||
| Q1 24 | — | 54.1% |
| Q4 25 | 82.9% | 26.7% | ||
| Q3 25 | 81.9% | 30.3% | ||
| Q2 25 | 69.8% | 27.5% | ||
| Q1 25 | 24.4% | 27.3% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | 61.9% | 28.1% | ||
| Q2 24 | 90.9% | 29.2% | ||
| Q1 24 | 78.6% | 27.0% |
| Q4 25 | -21.5% | 22.3% | ||
| Q3 25 | 64.7% | 25.3% | ||
| Q2 25 | 50.8% | 22.3% | ||
| Q1 25 | 18.2% | 23.5% | ||
| Q4 24 | 91.3% | 19.8% | ||
| Q3 24 | 52.6% | 23.5% | ||
| Q2 24 | 60.7% | 24.0% | ||
| Q1 24 | 58.9% | 24.8% |
| Q4 25 | $-0.44 | $0.78 | ||
| Q3 25 | $1.33 | $0.82 | ||
| Q2 25 | $1.02 | $0.76 | ||
| Q1 25 | $0.30 | $0.72 | ||
| Q4 24 | $1.65 | $0.63 | ||
| Q3 24 | $0.97 | $0.71 | ||
| Q2 24 | $1.12 | $0.77 | ||
| Q1 24 | $0.91 | $0.71 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.6B | $624.1M |
| Total DebtLower is stronger | $4.4B | — |
| Stockholders' EquityBook value | $7.4B | $2.7B |
| Total Assets | $109.0B | $3.3B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.6B | $624.1M | ||
| Q3 25 | $3.5B | $618.7M | ||
| Q2 25 | $3.3B | $534.9M | ||
| Q1 25 | $4.5B | $536.1M | ||
| Q4 24 | $3.5B | $675.3M | ||
| Q3 24 | $5.0B | $764.5M | ||
| Q2 24 | $4.9B | $666.0M | ||
| Q1 24 | $3.5B | $622.7M |
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.2B | — | ||
| Q1 24 | $3.9B | — |
| Q4 25 | $7.4B | $2.7B | ||
| Q3 25 | $8.4B | $2.6B | ||
| Q2 25 | $7.9B | $2.5B | ||
| Q1 25 | $7.9B | $2.5B | ||
| Q4 24 | $7.8B | $2.6B | ||
| Q3 24 | $8.1B | $2.5B | ||
| Q2 24 | $7.3B | $2.4B | ||
| Q1 24 | $7.1B | $2.3B |
| Q4 25 | $109.0B | $3.3B | ||
| Q3 25 | $106.6B | $3.2B | ||
| Q2 25 | $102.3B | $3.0B | ||
| Q1 25 | $98.2B | $3.0B | ||
| Q4 24 | $95.4B | $3.1B | ||
| Q3 24 | $94.7B | $3.0B | ||
| Q2 24 | $88.8B | $2.9B | ||
| Q1 24 | $84.5B | $2.8B |
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.56× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.58× | — | ||
| Q1 24 | 0.55× | — |
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 | $1.5B | $196.3M |
| Free Cash FlowOCF − Capex | — | $184.3M |
| FCF MarginFCF / Revenue | — | 31.1% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | — | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $196.3M | ||
| Q3 25 | $1.3B | $179.2M | ||
| Q2 25 | $1.9B | $182.7M | ||
| Q1 25 | $1.1B | $125.4M | ||
| Q4 24 | $1.5B | $185.2M | ||
| Q3 24 | $2.4B | $178.6M | ||
| Q2 24 | $1.4B | $139.0M | ||
| Q1 24 | $1.6B | $118.9M |
| Q4 25 | — | $184.3M | ||
| Q3 25 | — | $175.7M | ||
| Q2 25 | — | $163.1M | ||
| Q1 25 | — | $114.8M | ||
| Q4 24 | — | $171.3M | ||
| Q3 24 | — | $159.2M | ||
| Q2 24 | — | $102.7M | ||
| Q1 24 | — | $81.7M |
| Q4 25 | — | 31.1% | ||
| Q3 25 | — | 32.3% | ||
| Q2 25 | — | 28.5% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 31.2% | ||
| Q3 24 | — | 30.7% | ||
| Q2 24 | — | 18.6% | ||
| Q1 24 | — | 16.6% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | 7.6% |
| Q4 25 | — | 1.48× | ||
| Q3 25 | 3.66× | 1.30× | ||
| Q2 25 | 6.82× | 1.43× | ||
| Q1 25 | 13.43× | 1.01× | ||
| Q4 24 | 3.32× | 1.70× | ||
| Q3 24 | 8.89× | 1.46× | ||
| Q2 24 | 4.45× | 1.05× | ||
| Q1 24 | 6.42× | 0.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
