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Side-by-side financial comparison of Fidelity National Financial, Inc. (FNF) and Global-E Online Ltd. (GLBE). Click either name above to swap in a different company.
Global-E Online Ltd. is the larger business by last-quarter revenue ($625.5M vs $544.0M, roughly 1.1× Fidelity National Financial, Inc.). Global-E Online Ltd. runs the higher net margin — 0.9% vs -21.5%, a 22.4% gap on every dollar of revenue.
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.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
FNF vs GLBE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $544.0M | $625.5M |
| Net Profit | $-117.0M | $5.8M |
| Gross Margin | — | 45.0% |
| Operating Margin | 82.9% | 1.3% |
| Net Margin | -21.5% | 0.9% |
| Revenue YoY | 10.3% | — |
| Net Profit YoY | -126.0% | — |
| EPS (diluted) | $-0.44 | — |
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 | — | ||
| Q3 25 | $553.0M | $625.5M | ||
| Q2 25 | $547.0M | $404.8M | ||
| Q1 25 | $455.0M | $189.9M | ||
| Q4 24 | $493.0M | — | ||
| Q3 24 | $506.0M | $489.9M | ||
| Q2 24 | $504.0M | $313.9M | ||
| Q1 24 | $421.0M | $145.9M |
| Q4 25 | $-117.0M | — | ||
| Q3 25 | $358.0M | $5.8M | ||
| Q2 25 | $278.0M | $-7.4M | ||
| Q1 25 | $83.0M | — | ||
| Q4 24 | $450.0M | — | ||
| Q3 24 | $266.0M | $-77.1M | ||
| Q2 24 | $306.0M | $-54.5M | ||
| Q1 24 | $248.0M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 45.0% | ||
| Q2 25 | — | 44.9% | ||
| Q1 25 | — | 44.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 45.1% | ||
| Q2 24 | — | 44.8% | ||
| Q1 24 | — | 43.4% |
| Q4 25 | 82.9% | — | ||
| Q3 25 | 81.9% | 1.3% | ||
| Q2 25 | 69.8% | -2.1% | ||
| Q1 25 | 24.4% | -10.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | 61.9% | -14.9% | ||
| Q2 24 | 90.9% | -16.6% | ||
| Q1 24 | 78.6% | -20.1% |
| Q4 25 | -21.5% | — | ||
| Q3 25 | 64.7% | 0.9% | ||
| Q2 25 | 50.8% | -1.8% | ||
| Q1 25 | 18.2% | — | ||
| Q4 24 | 91.3% | — | ||
| Q3 24 | 52.6% | -15.7% | ||
| Q2 24 | 60.7% | -17.4% | ||
| Q1 24 | 58.9% | — |
| Q4 25 | $-0.44 | — | ||
| Q3 25 | $1.33 | — | ||
| Q2 25 | $1.02 | — | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $1.65 | — | ||
| Q3 24 | $0.97 | — | ||
| Q2 24 | $1.12 | — | ||
| Q1 24 | $0.91 | — |
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 | $251.4M |
| Total DebtLower is stronger | $4.4B | — |
| Stockholders' EquityBook value | $7.4B | $933.0M |
| Total Assets | $109.0B | $1.3B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.6B | — | ||
| Q3 25 | $3.5B | $251.4M | ||
| Q2 25 | $3.3B | $205.2M | ||
| Q1 25 | $4.5B | $207.7M | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $5.0B | $207.3M | ||
| Q2 24 | $4.9B | $229.8M | ||
| Q1 24 | $3.5B | $181.9M |
| 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 | — | ||
| Q3 25 | $8.4B | $933.0M | ||
| Q2 25 | $7.9B | $909.1M | ||
| Q1 25 | $7.9B | $884.3M | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | $8.1B | $869.4M | ||
| Q2 24 | $7.3B | $878.7M | ||
| Q1 24 | $7.1B | $886.9M |
| Q4 25 | $109.0B | — | ||
| Q3 25 | $106.6B | $1.3B | ||
| Q2 25 | $102.3B | $1.2B | ||
| Q1 25 | $98.2B | $1.2B | ||
| Q4 24 | $95.4B | — | ||
| Q3 24 | $94.7B | $1.2B | ||
| Q2 24 | $88.8B | $1.1B | ||
| Q1 24 | $84.5B | $1.1B |
| 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 | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.6B | — |
| Q4 25 | — | — | ||
| Q3 25 | 3.66× | — | ||
| Q2 25 | 6.82× | — | ||
| Q1 25 | 13.43× | — | ||
| Q4 24 | 3.32× | — | ||
| Q3 24 | 8.89× | — | ||
| Q2 24 | 4.45× | — | ||
| Q1 24 | 6.42× | — |
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% |
GLBE
Segment breakdown not available.
