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Side-by-side financial comparison of Fidelity National Financial, Inc. (FNF) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $544.0M, roughly 1.0× Fidelity National Financial, Inc.). Kimco Realty runs the higher net margin — 29.8% vs -21.5%, a 51.3% gap on every dollar of revenue. On growth, Fidelity National Financial, Inc. posted the faster year-over-year revenue change (10.3% vs 4.0%). Over the past eight quarters, Fidelity National Financial, Inc.'s revenue compounded faster (13.7% CAGR vs 5.6%).
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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
FNF vs KIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $544.0M | $558.0M |
| Net Profit | $-117.0M | $166.3M |
| Gross Margin | — | — |
| Operating Margin | 82.9% | 37.2% |
| Net Margin | -21.5% | 29.8% |
| Revenue YoY | 10.3% | 4.0% |
| Net Profit YoY | -126.0% | 23.7% |
| EPS (diluted) | $-0.44 | $0.46 |
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 | — | $558.0M | ||
| Q4 25 | $544.0M | $542.5M | ||
| Q3 25 | $553.0M | $535.9M | ||
| Q2 25 | $547.0M | $525.2M | ||
| Q1 25 | $455.0M | $536.6M | ||
| Q4 24 | $493.0M | $525.4M | ||
| Q3 24 | $506.0M | $507.6M | ||
| Q2 24 | $504.0M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $-117.0M | $151.2M | ||
| Q3 25 | $358.0M | $137.8M | ||
| Q2 25 | $278.0M | $163.0M | ||
| Q1 25 | $83.0M | $132.8M | ||
| Q4 24 | $450.0M | $166.0M | ||
| Q3 24 | $266.0M | $136.0M | ||
| Q2 24 | $306.0M | $119.7M |
| Q1 26 | — | 37.2% | ||
| Q4 25 | 82.9% | 36.4% | ||
| Q3 25 | 81.9% | 34.9% | ||
| Q2 25 | 69.8% | 39.2% | ||
| Q1 25 | 24.4% | 33.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | 61.9% | 33.7% | ||
| Q2 24 | 90.9% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | -21.5% | 27.9% | ||
| Q3 25 | 64.7% | 25.7% | ||
| Q2 25 | 50.8% | 31.0% | ||
| Q1 25 | 18.2% | 24.8% | ||
| Q4 24 | 91.3% | 31.6% | ||
| Q3 24 | 52.6% | 26.8% | ||
| Q2 24 | 60.7% | 23.9% |
| Q1 26 | — | $0.46 | ||
| 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 | — |
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 | — |
| Total DebtLower is stronger | $4.4B | — |
| Stockholders' EquityBook value | $7.4B | $10.4B |
| Total Assets | $109.0B | $19.6B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $211.6M | ||
| Q3 25 | $3.5B | $159.3M | ||
| Q2 25 | $3.3B | $226.6M | ||
| Q1 25 | $4.5B | $131.3M | ||
| Q4 24 | $3.5B | $688.6M | ||
| Q3 24 | $5.0B | $789.0M | ||
| Q2 24 | $4.9B | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | $4.4B | $7.7B | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.3B | $8.0B | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.2B | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $7.4B | $10.4B | ||
| Q3 25 | $8.4B | $10.5B | ||
| Q2 25 | $7.9B | $10.5B | ||
| Q1 25 | $7.9B | $10.6B | ||
| Q4 24 | $7.8B | $10.7B | ||
| Q3 24 | $8.1B | $10.5B | ||
| Q2 24 | $7.3B | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $109.0B | $19.7B | ||
| Q3 25 | $106.6B | $19.9B | ||
| Q2 25 | $102.3B | $19.8B | ||
| Q1 25 | $98.2B | $19.7B | ||
| Q4 24 | $95.4B | $20.3B | ||
| Q3 24 | $94.7B | $20.1B | ||
| Q2 24 | $88.8B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.59× | 0.74× | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.56× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.56× | 0.75× | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.58× | — |
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.
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $258.4M | ||
| Q3 25 | $1.3B | $332.4M | ||
| Q2 25 | $1.9B | $305.4M | ||
| Q1 25 | $1.1B | $223.8M | ||
| Q4 24 | $1.5B | $239.5M | ||
| Q3 24 | $2.4B | $295.9M | ||
| Q2 24 | $1.4B | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $205.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 38.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.71× | ||
| Q3 25 | 3.66× | 2.41× | ||
| Q2 25 | 6.82× | 1.87× | ||
| Q1 25 | 13.43× | 1.69× | ||
| Q4 24 | 3.32× | 1.44× | ||
| Q3 24 | 8.89× | 2.18× | ||
| Q2 24 | 4.45× | 2.46× |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
