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Side-by-side financial comparison of STEWART INFORMATION SERVICES CORP (STC) and Taylor Morrison Home Corp (TMHC). Click either name above to swap in a different company.
Taylor Morrison Home Corp is the larger business by last-quarter revenue ($1.4B vs $764.6M, roughly 1.8× STEWART INFORMATION SERVICES CORP). Taylor Morrison Home Corp runs the higher net margin — 7.1% vs 2.2%, a 4.9% gap on every dollar of revenue. On growth, STEWART INFORMATION SERVICES CORP posted the faster year-over-year revenue change (27.7% vs -26.8%). Over the past eight quarters, STEWART INFORMATION SERVICES CORP's revenue compounded faster (12.7% CAGR vs -16.5%).
Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies. Stewart Title is headquartered in Houston, Texas, and has approximately 6,350 employees.
Taylor Morrison is one of the largest home building companies in the United States. Its corporate headquarters are in Scottsdale, Arizona. The company formed when Taylor Woodrow and Morrison Homes joined forces in July 2007. Taylor Morrison operates in Arizona, California, Colorado, Georgia, Florida, North Carolina, South Carolina, Nevada, Indiana, and Texas, building mid-to-upscale housing, as well as first-time and mid-market homes.
STC vs TMHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $764.6M | $1.4B |
| Net Profit | $17.0M | $98.6M |
| Gross Margin | — | 21.0% |
| Operating Margin | — | — |
| Net Margin | 2.2% | 7.1% |
| Revenue YoY | 27.7% | -26.8% |
| Net Profit YoY | 448.4% | -53.8% |
| EPS (diluted) | — | $1.12 |
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 | $764.6M | $1.4B | ||
| Q4 25 | $790.6M | $2.1B | ||
| Q3 25 | $796.9M | $2.1B | ||
| Q2 25 | $722.2M | $2.0B | ||
| Q1 25 | $612.0M | $1.9B | ||
| Q4 24 | $665.9M | $2.4B | ||
| Q3 24 | $667.9M | $2.1B | ||
| Q2 24 | $602.2M | $2.0B |
| Q1 26 | $17.0M | $98.6M | ||
| Q4 25 | $36.3M | $174.0M | ||
| Q3 25 | $44.3M | $201.4M | ||
| Q2 25 | $31.9M | $193.6M | ||
| Q1 25 | $3.1M | $213.5M | ||
| Q4 24 | $22.7M | $242.5M | ||
| Q3 24 | $30.1M | $251.1M | ||
| Q2 24 | $17.3M | $199.5M |
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | — | ||
| Q3 25 | 7.7% | — | ||
| Q2 25 | 6.5% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 4.8% | — |
| Q1 26 | 2.2% | 7.1% | ||
| Q4 25 | 4.6% | 8.3% | ||
| Q3 25 | 5.6% | 9.6% | ||
| Q2 25 | 4.4% | 9.5% | ||
| Q1 25 | 0.5% | 11.3% | ||
| Q4 24 | 3.4% | 10.3% | ||
| Q3 24 | 4.5% | 11.8% | ||
| Q2 24 | 2.9% | 10.0% |
| Q1 26 | — | $1.12 | ||
| Q4 25 | $1.26 | $1.77 | ||
| Q3 25 | $1.55 | $2.01 | ||
| Q2 25 | $1.13 | $1.92 | ||
| Q1 25 | $0.11 | $2.07 | ||
| Q4 24 | $0.81 | $2.29 | ||
| Q3 24 | $1.07 | $2.37 | ||
| Q2 24 | $0.62 | $1.86 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $317.5M | $652.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $6.2B |
| Total Assets | — | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $317.5M | $652.9M | ||
| Q4 25 | $369.7M | $850.0M | ||
| Q3 25 | $233.2M | $370.6M | ||
| Q2 25 | $223.8M | $130.2M | ||
| Q1 25 | $194.2M | $377.8M | ||
| Q4 24 | $257.5M | $487.2M | ||
| Q3 24 | $228.7M | $256.4M | ||
| Q2 24 | $176.7M | $246.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $445.8M | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.6B | $6.3B | ||
| Q3 25 | $1.5B | $6.2B | ||
| Q2 25 | $1.4B | $6.1B | ||
| Q1 25 | $1.4B | $6.0B | ||
| Q4 24 | $1.4B | $5.9B | ||
| Q3 24 | $1.4B | $5.7B | ||
| Q2 24 | $1.4B | $5.5B |
| Q1 26 | — | $9.8B | ||
| Q4 25 | $3.3B | $9.8B | ||
| Q3 25 | $2.8B | $9.6B | ||
| Q2 25 | $2.8B | $9.5B | ||
| Q1 25 | $2.7B | $9.4B | ||
| Q4 24 | $2.7B | $9.3B | ||
| Q3 24 | $2.7B | $9.3B | ||
| Q2 24 | $2.6B | $9.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | 0.32× | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
