Assured Guaranty (AGO) vs First American (New) (FAF)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
First American (New) (FAF) has outperformed Assured Guaranty (AGO) over the past year, gaining 2.6% versus a loss of 14.5%. Over five years, AGO leads with a +32.5% price change compared with -16.3% for FAF. First American (New) is the larger company by market cap ($6.25 billion vs $3.08 billion), about 2.0 times the size, while Assured Guaranty is growing revenue faster (+27.3% vs +21.6%).
On valuation, First American (New) trades at a lower forward P/E (8.4x vs 9.9x for Assured Guaranty). First American (New) offers the higher dividend yield (3.59% vs 2.06%). Assured Guaranty converts more of its revenue into profit, with a net margin of 45.3% versus 8.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AGO | FAF |
|---|---|---|
| Share price | $70.03 | $61.20 |
| Market cap | $3.08B | $6.25B |
| 1-day change | -0.98% | -2.56% |
| YTD return | -22.08% | -0.39% |
| 1-year return | -14.48% | +2.56% |
| 5-year return | +32.48% | -16.35% |
| P/E ratio (TTM) | 9.24 | 8.48 |
| Forward P/E | 9.95 | 8.42 |
| EPS (TTM) | $7.58 | $7.22 |
| Dividend yield | 2.06% | 3.59% |
| Annual dividend | $1.44 | $2.20 |
| Revenue (latest FY) | $1.11B | $7.45B |
| Revenue growth (YoY) | +27.29% | +21.61% |
| Net income (latest FY) | $503.00M | $621.80M |
| Net margin | 45.32% | 8.34% |
| 52-week high | $92.40 | $79.87 |
| 52-week low | $67.24 | $56.20 |
| Distance from 52-week high | -24.21% | -23.38% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +29.94% | +41.06% |
| Average volume | 418.88K | 809.33K |
| Shares outstanding | 43.98M | 102.10M |
| Employees | 367 | 19,102 |
| Sector | Finance | Finance |
| Industry | Property-Casualty Insurers | Specialty Insurers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- First American (New) is about 2.0 times larger than Assured Guaranty by market value ($6.25B vs $3.08B).
- FAF has outperformed AGO by 17.0 percentage points over the past year.
- First American (New) offers a meaningfully higher dividend yield (3.59% vs 2.06%).
- Assured Guaranty is more profitable, keeping 45.3 cents of every revenue dollar as net income versus 8.3 cents for First American (New).
- Assured Guaranty grew revenue faster in its latest fiscal year (+27.29% vs +21.61%).
About Assured Guaranty
AGO stock →Assured Guaranty Ltd., together with its subsidiaries, provides credit protection products to public finance and structured finance markets in the United States and internationally. It operates through Insurance and Asset Management segments.
Finance · Property-Casualty Insurers · 367 employees
About First American (New)
FAF stock →First American Financial Corporation, through its subsidiaries, provides financial services. It operates through Title Insurance and Services, and Home Warranty segments.
Finance · Specialty Insurers · 19,102 employees
AGO vs FAF FAQ
Which is bigger, Assured Guaranty or First American (New)?
First American (New) (FAF) is larger, with a market capitalization of $6.25B compared with $3.08B for Assured Guaranty (AGO).
Which stock has performed better over the past year, AGO or FAF?
FAF returned +2.56% over the past 12 months, compared with -14.48% for AGO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AGO or FAF?
FAF has the lower trailing P/E at 8.5, versus 9.2 for AGO. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Assured Guaranty or First American (New)?
First American (New) has the higher yield at 3.59%, compared with 2.06% for Assured Guaranty.
Are Assured Guaranty and First American (New) in the same industry?
Both are in the Finance sector, but in different industries: Property-Casualty Insurers for Assured Guaranty and Specialty Insurers for First American (New).