Accelerant (ARX) vs First American (New) (FAF)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Accelerant (ARX) has outperformed First American (New) (FAF) over the past year, gaining 35.2% versus a gain of 2.6%. First American (New) is the larger company by market cap ($6.25 billion vs $4.30 billion), about 1.5 times the size, while Accelerant is growing revenue faster (+51.5% vs +21.6%). On valuation, First American (New) trades at a lower forward P/E (8.4x vs 21.1x for Accelerant).
First American (New) pays a dividend yielding 3.59%, while Accelerant does not currently pay one. First American (New) converts more of its revenue into profit, with a net margin of 8.3% versus -147.4%.
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 | ARX | FAF |
|---|---|---|
| Share price | $19.80 | $61.20 |
| Market cap | $4.30B | $6.25B |
| 1-day change | +0.25% | -2.56% |
| YTD return | +21.10% | -0.39% |
| 1-year return | +35.25% | +2.56% |
| 5-year return | — | -16.35% |
| P/E ratio (TTM) | — | 8.48 |
| Forward P/E | 21.09 | 8.42 |
| EPS (TTM) | $-6.22 | $7.22 |
| Dividend yield | 0.00% | 3.59% |
| Annual dividend | $0.00 | $2.20 |
| Revenue (latest FY) | $912.90M | $7.45B |
| Revenue growth (YoY) | +51.49% | +21.61% |
| Net income (latest FY) | $-1.35B | $621.80M |
| Net margin | -147.35% | 8.34% |
| 52-week high | $19.90 | $79.87 |
| 52-week low | $9.18 | $56.20 |
| Distance from 52-week high | -0.50% | -23.38% |
| Analyst consensus | hold | strong_buy |
| Avg. price target upside | +2.27% | +41.06% |
| Average volume | 3.62M | 809.33K |
| Shares outstanding | 118.55M | 102.10M |
| Employees | 862 | 19,102 |
| 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
- ARX has outperformed FAF by 32.7 percentage points over the past year.
- First American (New) offers a meaningfully higher dividend yield (3.59% vs 0.00%).
- First American (New) is more profitable, keeping 8.3 cents of every revenue dollar as net income versus -147.4 cents for Accelerant.
- Accelerant grew revenue faster in its latest fiscal year (+51.49% vs +21.61%).
About Accelerant
ARX stock →Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. It operates through Exchange Services, MGA Operations, and Underwriting segments.
Finance · Specialty Insurers · 862 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
ARX vs FAF FAQ
Which is bigger, Accelerant or First American (New)?
First American (New) (FAF) is larger, with a market capitalization of $6.25B compared with $4.30B for Accelerant (ARX).
Which stock has performed better over the past year, ARX or FAF?
ARX returned +35.25% over the past 12 months, compared with +2.56% for FAF (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Accelerant or First American (New)?
First American (New) pays a dividend yielding 3.59%, while Accelerant does not currently pay a regular dividend.
Are Accelerant and First American (New) in the same industry?
Yes. Both are classified in the Specialty Insurers industry within the Finance sector.