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Side-by-side financial comparison of Fidelity National Financial, Inc. (FNF) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $544.0M, roughly 1.4× Fidelity National Financial, Inc.). SCANSOURCE, INC. runs the higher net margin — 2.2% vs -21.5%, a 23.7% gap on every dollar of revenue. On growth, Fidelity National Financial, Inc. posted the faster year-over-year revenue change (10.3% vs 2.5%). Over the past eight quarters, Fidelity National Financial, Inc.'s revenue compounded faster (13.7% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
FNF vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $544.0M | $766.5M |
| Net Profit | $-117.0M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 82.9% | 2.3% |
| Net Margin | -21.5% | 2.2% |
| Revenue YoY | 10.3% | 2.5% |
| Net Profit YoY | -126.0% | -3.3% |
| EPS (diluted) | $-0.44 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $553.0M | $739.6M | ||
| Q2 25 | $547.0M | $812.9M | ||
| Q1 25 | $455.0M | $704.8M | ||
| Q4 24 | $493.0M | $747.5M | ||
| Q3 24 | $506.0M | $775.6M | ||
| Q2 24 | $504.0M | $746.1M | ||
| Q1 24 | $421.0M | $752.6M |
| Q4 25 | $-117.0M | $16.5M | ||
| Q3 25 | $358.0M | $19.9M | ||
| Q2 25 | $278.0M | $20.1M | ||
| Q1 25 | $83.0M | $17.4M | ||
| Q4 24 | $450.0M | $17.1M | ||
| Q3 24 | $266.0M | $17.0M | ||
| Q2 24 | $306.0M | $16.1M | ||
| Q1 24 | $248.0M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 12.6% |
| Q4 25 | 82.9% | 2.3% | ||
| Q3 25 | 81.9% | 3.5% | ||
| Q2 25 | 69.8% | 3.3% | ||
| Q1 25 | 24.4% | 3.2% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | 61.9% | 2.3% | ||
| Q2 24 | 90.9% | 2.9% | ||
| Q1 24 | 78.6% | 2.3% |
| Q4 25 | -21.5% | 2.2% | ||
| Q3 25 | 64.7% | 2.7% | ||
| Q2 25 | 50.8% | 2.5% | ||
| Q1 25 | 18.2% | 2.5% | ||
| Q4 24 | 91.3% | 2.3% | ||
| Q3 24 | 52.6% | 2.2% | ||
| Q2 24 | 60.7% | 2.2% | ||
| Q1 24 | 58.9% | 1.7% |
| Q4 25 | $-0.44 | $0.75 | ||
| Q3 25 | $1.33 | $0.89 | ||
| Q2 25 | $1.02 | $0.87 | ||
| Q1 25 | $0.30 | $0.74 | ||
| Q4 24 | $1.65 | $0.70 | ||
| Q3 24 | $0.97 | $0.69 | ||
| Q2 24 | $1.12 | $0.66 | ||
| Q1 24 | $0.91 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | $4.4B | — |
| Stockholders' EquityBook value | $7.4B | $910.9M |
| Total Assets | $109.0B | $1.7B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.6B | $83.5M | ||
| Q3 25 | $3.5B | $124.9M | ||
| Q2 25 | $3.3B | $126.2M | ||
| Q1 25 | $4.5B | $146.3M | ||
| Q4 24 | $3.5B | $110.5M | ||
| Q3 24 | $5.0B | $145.0M | ||
| Q2 24 | $4.9B | $185.5M | ||
| Q1 24 | $3.5B | $159.1M |
| 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 | $910.9M | ||
| Q3 25 | $8.4B | $914.0M | ||
| Q2 25 | $7.9B | $906.4M | ||
| Q1 25 | $7.9B | $901.7M | ||
| Q4 24 | $7.8B | $900.7M | ||
| Q3 24 | $8.1B | $920.9M | ||
| Q2 24 | $7.3B | $924.3M | ||
| Q1 24 | $7.1B | $944.1M |
| Q4 25 | $109.0B | $1.7B | ||
| Q3 25 | $106.6B | $1.7B | ||
| Q2 25 | $102.3B | $1.8B | ||
| Q1 25 | $98.2B | $1.7B | ||
| Q4 24 | $95.4B | $1.7B | ||
| Q3 24 | $94.7B | $1.8B | ||
| Q2 24 | $88.8B | $1.8B | ||
| Q1 24 | $84.5B | $1.8B |
| 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 | $30.8M |
| Free Cash FlowOCF − Capex | — | $28.9M |
| FCF MarginFCF / Revenue | — | 3.8% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $30.8M | ||
| Q3 25 | $1.3B | $23.2M | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.1B | $66.1M | ||
| Q4 24 | $1.5B | $-6.2M | ||
| Q3 24 | $2.4B | $44.8M | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.6B | $160.2M |
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $157.7M |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 21.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.3% |
| Q4 25 | — | 1.87× | ||
| Q3 25 | 3.66× | 1.17× | ||
| Q2 25 | 6.82× | — | ||
| Q1 25 | 13.43× | 3.79× | ||
| Q4 24 | 3.32× | -0.36× | ||
| Q3 24 | 8.89× | 2.64× | ||
| Q2 24 | 4.45× | — | ||
| Q1 24 | 6.42× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
