Aon (AON) vs Fidelity National Financial (FNF)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Aon (AON) has outperformed Fidelity National Financial (FNF) over the past year, losing 26.3% versus a loss of 28.7%. Over five years, AON leads with a -12.6% price change compared with -14.3% for FNF. Aon is the larger company by market cap ($57.37 billion vs $10.46 billion), about 5.5 times the size.
On valuation, Fidelity National Financial trades at a lower forward P/E (7.1x vs 13.4x for Aon). Fidelity National Financial offers the higher dividend yield (5.28% vs 1.13%). Aon converts more of its revenue into profit, with a net margin of 21.5% versus 4.2%.
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 | AON | FNF |
|---|---|---|
| Share price | $270.47 | $39.02 |
| Market cap | $57.37B | $10.46B |
| 1-day change | -1.28% | -0.15% |
| YTD return | -23.35% | -28.52% |
| 1-year return | -26.29% | -28.66% |
| 5-year return | -12.55% | -14.33% |
| P/E ratio (TTM) | 15.10 | 13.55 |
| Forward P/E | 13.37 | 7.07 |
| EPS (TTM) | $17.91 | $2.88 |
| Dividend yield | 1.13% | 5.28% |
| Annual dividend | $3.06 | $2.06 |
| Revenue (latest FY) | $17.18B | $14.45B |
| Revenue growth (YoY) | +9.45% | +5.58% |
| Net income (latest FY) | $3.69B | $602.00M |
| Operating margin | 25.28% | — |
| Net margin | 21.51% | 4.17% |
| 52-week high | $382.34 | $58.41 |
| 52-week low | $266.33 | $37.88 |
| Distance from 52-week high | -29.26% | -33.20% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +36.31% | +48.13% |
| Average volume | 1.55M | 2.08M |
| Shares outstanding | 212.13M | 268.19M |
| Employees | 60,000 | 24,535 |
| Sector | Finance | Finance |
| Industry | Specialty 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
- Aon is about 5.5 times larger than Fidelity National Financial by market value ($57.37B vs $10.46B).
- Fidelity National Financial offers a meaningfully higher dividend yield (5.28% vs 1.13%).
- Aon is more profitable, keeping 21.5 cents of every revenue dollar as net income versus 4.2 cents for Fidelity National Financial.
About Aon
AON stock →Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific. It operates through Risk Capital and Human Capital segments.
Finance · Specialty Insurers · 60,000 employees
About Fidelity National Financial
FNF stock →Fidelity National Financial, Inc., together with its subsidiaries, provides various insurance products in the United States. It operates through Title, F&G, and Corporate and Other segments.
Finance · Specialty Insurers · 24,535 employees
AON vs FNF FAQ
Which is bigger, Aon or Fidelity National Financial?
Aon (AON) is larger, with a market capitalization of $57.37B compared with $10.46B for Fidelity National Financial (FNF).
Which stock has performed better over the past year, AON or FNF?
AON returned -26.29% over the past 12 months, compared with -28.66% for FNF (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AON or FNF?
FNF has the lower trailing P/E at 13.5, versus 15.1 for AON. 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, Aon or Fidelity National Financial?
Fidelity National Financial has the higher yield at 5.28%, compared with 1.13% for Aon.
Are Aon and Fidelity National Financial in the same industry?
Yes. Both are classified in the Specialty Insurers industry within the Finance sector.