(STC) Stewart Information - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8603721015

Title Insurance, Real Estate Services, Home Insurance, Tax Exchange, Appraisal

Dividends

Dividend Yield 2.65%
Yield on Cost 5y 5.08%
Yield CAGR 5y 12.91%
Payout Consistency 79.2%
Payout Ratio 46.6%
Risk via 10d forecast
Volatility 29.3%
Value at Risk 5%th 44.1%
Relative Tail Risk -8.47%
Reward TTM
Sharpe Ratio 0.17
Alpha -6.65
CAGR/Max DD 0.90
Character TTM
Hurst Exponent 0.482
Beta 0.614
Beta Downside 0.694
Drawdowns 3y
Max DD 28.53%
Mean DD 8.70%
Median DD 7.44%

Description: STC Stewart Information November 13, 2025

Stewart Information Services Corp. (STC) is a Houston-based provider of title insurance and ancillary real-estate transaction services across the U.S. and select international markets. Its core activities include title searches, examinations, closings, and insurance coverage for residential and commercial properties.

Beyond traditional title work, Stewart offers a suite of complementary products such as home and personal insurance, tax-deferred exchange facilitation, appraisal management, online notarization, and a digital customer-engagement platform that streamlines the closing process for lenders, agents, and builders.

The company reaches its customers through a hybrid model of direct operations, a network of independent agencies, and strategic partnerships with mortgage lenders, real-estate attorneys, and home-builder groups, giving it a broad footprint in the U.S. title-insurance market.

Key metrics: Stewart generated approximately $2.6 billion in revenue in 2023 with an operating margin near 14%; its market share in U.S. title insurance hovers around 9%, making it the third-largest player. The business is highly sensitive to mortgage-rate cycles and housing-starts data, as higher rates typically depress transaction volumes, while digital adoption trends are driving efficiency gains.

For a deeper quantitative assessment, you might explore ValueRay’s detailed valuation models for STC.

Piotroski VR‑10 (Strict, 0-10) 4.5

Net Income (102.0m TTM) > 0 and > 6% of Revenue (6% = 167.8m TTM)
FCFTA 0.04 (>2.0%) and ΔFCFTA -2475 pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 8316 % (prev -5.67%; Δ 8322 pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.06 (>3.0%) and CFO 184.1m > Net Income 102.0m (YES >=105%, WARN >=100%)
Net Debt (382.6m) to EBITDA (230.6m) ratio: 1.66 <= 3.0 (WARN <= 3.5)
Current Ratio 421.3 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (28.5m) change vs 12m ago 1.03% (target <= -2.0% for YES)
Gross Margin 97.16% (prev 96.66%; Δ 0.50pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 100.3% (prev 88.17%; Δ 12.17pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 8.48 (EBITDA TTM 230.6m / Interest Expense TTM 20.0m) >= 6 (WARN >= 3)

ValueRay F-Score (Strict, 0-100) 53.41

1. Piotroski 4.50pt
2. FCF Yield 5.04%
3. FCF Margin 4.49%
4. Debt/Equity 0.39
5. Debt/Ebitda 1.66
6. ROIC - WACC (= 0.42)%
7. RoE 7.14%
8. Rev. Trend -33.10%
9. EPS Trend -29.30%

What is the price of STC shares?

As of December 03, 2025, the stock is trading at USD 76.47 with a total of 110,252 shares traded.
Over the past week, the price has changed by -0.91%, over one month by +11.42%, over three months by +9.18% and over the past year by +3.06%.

Is STC a buy, sell or hold?

Stewart Information has received a consensus analysts rating of 3.00. Therefor, it is recommend to hold STC.
  • Strong Buy: 0
  • Buy: 0
  • Hold: 1
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the STC price?

Issuer Target Up/Down from current
Wallstreet Target Price 80 4.6%
Analysts Target Price 80 4.6%
ValueRay Target Price 87.3 14.1%

STC Fundamental Data Overview December 03, 2025

Market Cap USD = 2.16b (2.16b USD * 1.0 USD.USD)
P/E Trailing = 21.3667
P/S = 0.7708
P/B = 1.463
P/EG = 3.04
Beta = 1.065
Revenue TTM = 2.80b USD
EBIT TTM = 169.2m USD
EBITDA TTM = 230.6m USD
Long Term Debt = 446.1m USD (from longTermDebt, last quarter)
Short Term Debt = 41.9m USD (from shortTermDebt, last fiscal year)
Debt = 571.1m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 382.6m USD (from netDebt column, last quarter)
Enterprise Value = 2.49b USD (2.16b + Debt 571.1m - CCE 233.2m)
Interest Coverage Ratio = 8.48 (Ebit TTM 169.2m / Interest Expense TTM 20.0m)
FCF Yield = 5.04% (FCF TTM 125.6m / Enterprise Value 2.49b)
FCF Margin = 4.49% (FCF TTM 125.6m / Revenue TTM 2.80b)
Net Margin = 3.65% (Net Income TTM 102.0m / Revenue TTM 2.80b)
Gross Margin = 97.16% ((Revenue TTM 2.80b - Cost of Revenue TTM 79.4m) / Revenue TTM)
Gross Margin QoQ = 97.55% (prev 97.03%)
Tobins Q-Ratio = 0.88 (Enterprise Value 2.49b / Total Assets 2.85b)
Interest Expense / Debt = 0.86% (Interest Expense 4.90m / Debt 571.1m)
Taxrate = 21.21% (13.0m / 61.2m)
NOPAT = 133.3m (EBIT 169.2m * (1 - 21.21%))
Current Ratio = 421.3 (out of range, set to none) (Total Current Assets 233.16b / Total Current Liabilities 553.5m)
Debt / Equity = 0.39 (Debt 571.1m / totalStockholderEquity, last quarter 1.47b)
Debt / EBITDA = 1.66 (Net Debt 382.6m / EBITDA 230.6m)
Debt / FCF = 3.05 (Net Debt 382.6m / FCF TTM 125.6m)
Total Stockholder Equity = 1.43b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.58% (Net Income 102.0m / Total Assets 2.85b)
RoE = 7.14% (Net Income TTM 102.0m / Total Stockholder Equity 1.43b)
RoCE = 9.02% (EBIT 169.2m / Capital Employed (Equity 1.43b + L.T.Debt 446.1m))
RoIC = 7.11% (NOPAT 133.3m / Invested Capital 1.87b)
WACC = 6.69% (E(2.16b)/V(2.73b) * Re(8.28%) + D(571.1m)/V(2.73b) * Rd(0.86%) * (1-Tc(0.21)))
Discount Rate = 8.28% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.32%
[DCF Debug] Terminal Value 73.13% ; FCFE base≈27.15b ; Y1≈21.18b ; Y5≈13.68b
Fair Price DCF = 8750 (DCF Value 245.21b / Shares Outstanding 28.0m; 5y FCF grow -26.19% → 3.0% )
EPS Correlation: -29.30 | EPS CAGR: -14.41% | SUE: 1.27 | # QB: 2
Revenue Correlation: -33.10 | Revenue CAGR: -4.89% | SUE: 4.0 | # QB: 2
EPS next Quarter (2026-03-31): EPS=1.01 | Chg30d=N/A | Revisions Net=+0 | Analysts=2
EPS next Year (2026-12-31): EPS=6.60 | Chg30d=+1.250 | Revisions Net=-1 | Growth EPS=+44.9% | Growth Revenue=+10.6%

Additional Sources for STC Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle