(STC) Stewart Information - Overview
Sector: Financial Services | Industry: Insurance - Property & Casualty | Exchange: NYSE (USA) | Market Cap: 2.060m USD | Total Return: 13.2% in 12m
Avg Turnover: 10.7M
EPS Trend: 89.7%
Qual. Beats: 4
Rev. Trend: 88.9%
Qual. Beats: 0
Warnings
Choppy Below Avwap Earnings
Tailwinds
No distinct edge detected
Stewart Information Services Corporation (STC) is a global provider of title insurance and real estate transaction services. The company facilitates property transfers by conducting title searches, examinations, and closings, while offering insurance policies that protect lenders and owners against title defects. Beyond its core title operations, STC provides ancillary services including appraisal management, digital notarization, and tax-deferred exchange processing.
Operating within the Property & Casualty Insurance sector, STC relies on a business model that is highly sensitive to mortgage interest rates and residential transaction volumes. Title insurance differs from traditional casualty insurance because it focuses on loss prevention through exhaustive public record searches before a policy is issued, rather than just pooling future risk. The company maintains a diversified distribution network consisting of direct operations and a vast system of independent agencies.
Investors can evaluate the company’s valuation metrics and historical performance by reviewing the data available on ValueRay. Founded in 1893 and headquartered in Houston, Texas, Stewart Information Services serves a broad client base ranging from individual homebuyers to large-scale commercial real estate developers and mortgage servicers.
- Mortgage interest rate fluctuations dictate residential real estate transaction volumes
- Commercial real estate market recovery impacts high-margin title insurance premiums
- Expansion of independent agency network drives market share and revenue growth
- Operational efficiency gains from digital closing platforms improve consolidated margins
- Federal Reserve monetary policy shifts influence housing affordability and loan demand
| Net Income: 129.4m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.05 > 0.02 and ΔFCF/TA -2.50k > 1.0 |
| NWC/Revenue: -9.39% < 20% (prev -7.42%; Δ -1.97% < -1%) |
| CFO/TA 0.07 > 3% & CFO 231.1m > Net Income 129.4m |
| Net Debt (623.2m) to EBITDA (263.4m): 2.37 < 3 |
| Current Ratio: 0.63 > 1.5 & < 3 |
| Outstanding Shares: last quarter (30.8m) vs 12m ago 8.71% < -2% |
| Gross Margin: 79.44% > 18% (prev 0.97%; Δ 7.85k% > 0.5%) |
| Asset Turnover: 104.0% > 50% (prev 94.13%; Δ 9.86% > 0%) |
| Interest Coverage Ratio: 8.69 > 6 (EBITDA TTM 263.4m / Interest Expense TTM 23.1m) |
| A: -0.09 (Total Current Assets 487.4m - Total Current Liabilities 777.8m) / Total Assets 3.24b |
| B: 0.35 (Retained Earnings 1.15b / Total Assets 3.24b) |
| C: 0.07 (EBIT TTM 200.8m / Avg Total Assets 2.97b) |
| D: 1.03 (Book Value of Equity 1.64b / Total Liabilities 1.59b) |
| Altman-Z'' = 2.10 = BBB |
| DSRI: 1.13 (Receivables 216.2m/157.2m, Revenue 3.09b/2.55b) |
| GMI: 1.22 (GM 79.44% / 96.83%) |
| AQI: 0.95 (AQ_t 0.76 / AQ_t-1 0.80) |
| SGI: 1.21 (Revenue 3.09b / 2.55b) |
| TATA: -0.03 (NI 129.4m - CFO 231.1m) / TA 3.24b) |
| Beneish M = -2.63 (Cap -4..+1) = A |
As of May 26, 2026, the stock is trading at USD 67.69 with a total of 120,800 shares traded.
Over the past week, the price has changed by +1.35%,
over one month by -5.79%,
over three months by -0.86% and
over the past year by +13.17%.
Stewart Information has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold STC.
- StrongBuy: 0
- Buy: 0
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 83 | 22.6% |
P/E Trailing = 15.0757
P/E Forward = 18.5529
P/S = 0.6653
P/B = 1.2574
P/EG = 3.7125
Revenue TTM = 3.09b USD
EBIT TTM = 200.8m USD
EBITDA TTM = 263.4m USD
Long Term Debt = 646.7m USD (from longTermDebt, last quarter)
Short Term Debt = 200.0m USD (from shortTermDebt, last fiscal year)
Debt = 894.5m USD (from shortLongTermDebtTotal, last quarter) + Leases 123.9m
Net Debt = 623.2m USD (calculated: Debt 894.5m - CCE 271.2m)
Enterprise Value = 2.68b USD (2.06b + Debt 894.5m - CCE 271.2m)
Interest Coverage Ratio = 8.69 (Ebit TTM 200.8m / Interest Expense TTM 23.1m)
EV/FCF = 17.47x (Enterprise Value 2.68b / FCF TTM 153.6m)
FCF Yield = 5.72% (FCF TTM 153.6m / Enterprise Value 2.68b)
FCF Margin = 4.97% (FCF TTM 153.6m / Revenue TTM 3.09b)
Net Margin = 4.19% (Net Income TTM 129.4m / Revenue TTM 3.09b)
Gross Margin = 79.44% ((Revenue TTM 3.09b - Cost of Revenue TTM 635.6m) / Revenue TTM)
Gross Margin QoQ = 62.30% (prev 62.05%)
Tobins Q-Ratio = 0.83 (Enterprise Value 2.68b / Total Assets 3.24b)
Interest Expense / Debt = 2.58% (Interest Expense 23.1m / Debt 894.5m)
Taxrate = 19.28% (4.56m / 23.6m)
NOPAT = 162.0m (EBIT 200.8m * (1 - 19.28%))
Current Ratio = 0.63 (Total Current Assets 487.4m / Total Current Liabilities 777.8m)
Debt / Equity = 0.55 (Debt 894.5m / totalStockholderEquity, last quarter 1.64b)
Debt / EBITDA = 2.37 (Net Debt 623.2m / EBITDA 263.4m)
Debt / FCF = 4.06 (Net Debt 623.2m / FCF TTM 153.6m)
Total Stockholder Equity = 1.55b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.35% (Net Income 129.4m / Total Assets 3.24b)
RoE = 8.36% (Net Income TTM 129.4m / Total Stockholder Equity 1.55b)
RoCE = 9.15% (EBIT 200.8m / Capital Employed (Equity 1.55b + L.T.Debt 646.7m))
RoIC = 6.16% (NOPAT 162.0m / Invested Capital 2.63b)
WACC = 5.97% (E(2.06b)/V(2.95b) * Re(7.65%) + D(894.5m)/V(2.95b) * Rd(2.58%) * (1-Tc(0.19)))
Discount Rate = 7.65% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 91.11 | Cagr: 4.76%
[DCF] Terminal Value 73.10% ; FCFF base≈27.2b ; Y1≈23.8b ; Y5≈19.3b
[DCF] Fair Price = 10.1k (EV 309b - Net Debt 623.2m = Equity 308b / Shares 30.4m; r=8.35% [WACC [floored]]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 89.74 | EPS CAGR: 57.70% | SUE: 1.17 | # QB: 4
Revenue Correlation: 88.95 | Revenue CAGR: 10.54% | SUE: 0.57 | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.70 | Chg30d=+0.79% | Revisions=-14% | Analysts=3
EPS next Quarter (2026-09-30): EPS=1.88 | Chg30d=+1.98% | Revisions=+14% | Analysts=3
EPS current Year (2026-12-31): EPS=6.16 | Chg30d=+5.30% | Revisions=+43% | GrowthEPS=+26.0% | GrowthRev=+18.5%
EPS next Year (2027-12-31): EPS=7.56 | Chg30d=+0.98% | Revisions=+20% | GrowthEPS=+22.7% | GrowthRev=+6.4%
[Analyst] Revisions Ratio: +43%