Erie Indemnity (ERIE) vs First American (New) (FAF)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 11, 2026.
Summary
First American (New) (FAF) has outperformed Erie Indemnity (ERIE) over the past year, gaining 3.1% versus a loss of 31.5%. Over five years, ERIE leads with a +14.2% price change compared with -16.3% for FAF. Erie Indemnity is the larger company by market cap ($11.61 billion vs $6.25 billion), about 1.9 times the size, while First American (New) is growing revenue faster (+21.6% vs +7.2%).
On valuation, First American (New) trades at a lower forward P/E (8.4x vs 15.8x for Erie Indemnity). First American (New) offers the higher dividend yield (3.59% vs 2.59%). Erie Indemnity converts more of its revenue into profit, with a net margin of 13.8% 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 | ERIE | FAF |
|---|---|---|
| Share price | $222.04 | $61.20 |
| Market cap | $11.61B | $6.25B |
| 1-day change | -1.99% | -2.56% |
| YTD return | -22.54% | -0.39% |
| 1-year return | -31.53% | +3.13% |
| 5-year return | +14.18% | -16.35% |
| P/E ratio (TTM) | 20.13 | 8.48 |
| Forward P/E | 15.85 | 8.42 |
| EPS (TTM) | $11.03 | $7.22 |
| Dividend yield | 2.59% | 3.59% |
| Annual dividend | $5.75 | $2.20 |
| Revenue (latest FY) | $4.07B | $7.45B |
| Revenue growth (YoY) | +7.17% | +21.61% |
| Net income (latest FY) | $559.34M | $621.80M |
| Operating margin | 17.63% | — |
| Net margin | 13.75% | 8.34% |
| 52-week high | $330.54 | $79.87 |
| 52-week low | $204.63 | $56.20 |
| Distance from 52-week high | -32.83% | -23.38% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | — | +41.06% |
| Average volume | 268.17K | 812.35K |
| Shares outstanding | 46.19M | 102.10M |
| Employees | 6,667 | 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
- FAF has outperformed ERIE by 34.7 percentage points over the past year.
- Erie Indemnity trades at a higher earnings multiple (20.1x vs 8.5x trailing P/E).
- First American (New) offers a meaningfully higher dividend yield (3.59% vs 2.59%).
- Erie Indemnity is more profitable, keeping 13.8 cents of every revenue dollar as net income versus 8.3 cents for First American (New).
- First American (New) grew revenue faster in its latest fiscal year (+21.61% vs +7.17%).
About Erie Indemnity
ERIE stock →Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services.
Finance · Specialty Insurers · 6,667 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
ERIE vs FAF FAQ
Which is bigger, Erie Indemnity or First American (New)?
Erie Indemnity (ERIE) is larger, with a market capitalization of $11.61B compared with $6.25B for First American (New) (FAF).
Which stock has performed better over the past year, ERIE or FAF?
FAF returned +3.13% over the past 12 months, compared with -31.53% for ERIE (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ERIE or FAF?
FAF has the lower trailing P/E at 8.5, versus 20.1 for ERIE. 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, Erie Indemnity or First American (New)?
First American (New) has the higher yield at 3.59%, compared with 2.59% for Erie Indemnity.
Are Erie Indemnity and First American (New) in the same industry?
Yes. Both are classified in the Specialty Insurers industry within the Finance sector.