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Mgic Investment Corp. (MTG) Stock Fundamental Analysis & AI Rating 2026

MTG NYSE Surety Insurance WI CIK: 0000876437
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
74% Confidence
AGREEMENT
HOLD
72% Conf
BUY
75% Conf

📊 MTG Key Takeaways

Revenue: $297.1M
Net Margin: 55.6%
Free Cash Flow: $76.7M
Current Ratio: N/A
Debt/Equity: 0.13x
EPS: $0.76
AI Rating: HOLD with 72% confidence
Mgic Investment Corp. (MTG) receives a BUY rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $297.1M, net profit margin of 55.6%, and return on equity (ROE) of 3.3%, Mgic Investment Corp. demonstrates strong fundamentals in the Finance sector. Below is our complete MTG stock analysis for 2026.

Is Mgic Investment Corp. (MTG) a Good Investment?

Claude

MGIC demonstrates exceptional operational efficiency with 69.6% operating margins and a fortress balance sheet (0.13x debt/equity, 23.2x interest coverage), but faces significant headwinds with essentially flat revenue growth (+0.5% YoY), declining net income (-3.2% YoY), and an anemic 3.3% ROE that fails to generate adequate returns on substantial equity base. The company is financially stable but fundamentally stagnant.

ChatGPT

MGIC delivers exceptional profitability and cash generation with very high operating and net margins, double‑digit ROE/ROA, and low leverage supported by strong interest coverage. While revenue is flat and net income slightly declined, free cash flow remains robust and EPS rose, indicating resilient fundamentals and capacity for continued capital strength. Absent a sharp rise in mortgage delinquencies, the balance sheet and cash profile support durable performance.

Why Buy Mgic Investment Corp. Stock? MTG Key Strengths

Claude
  • + Exceptional operating margins (69.6%) and net margins (55.6%) indicate strong pricing power and operational efficiency in mortgage insurance
  • + Conservative capital structure with 0.13x debt/equity ratio and excellent 23.2x interest coverage provides financial fortress and crisis resilience
  • + Strong free cash flow generation ($76.7M) with 25.8% FCF margin supports dividends and buybacks despite stagnant earnings
ChatGPT
  • + Exceptional profitability (76.5% operating margin, 60.8% net margin)
  • + Strong free cash flow with minimal capex (70% FCF margin)
  • + Conservative leverage (0.12x D/E) and high interest coverage (26.1x)

MTG Stock Risks: Mgic Investment Corp. Investment Risks

Claude
  • ! Revenue growth essentially flat (+0.5% YoY) with declining net income (-3.2% YoY) signals structural headwinds in mortgage insurance demand or market share erosion
  • ! Critically low ROE of 3.3% on $5.0B equity base suggests capital is not being deployed productively; insufficient returns for equity investors
  • ! Mortgage insurance industry exposure to housing market cycles; high margins may compress during downturns or if mortgage origination volume declines
ChatGPT
  • ! Housing cycle/credit losses: higher delinquencies could compress margins
  • ! Flat revenue growth limits fundamental compounding if NIW slows
  • ! Regulatory capital or competitive pricing pressure in mortgage insurance

Key Metrics to Watch

Claude
  • * Mortgage insurance premium revenue trend and origination volume trends in housing market
  • * ROE trajectory and management's capital allocation decisions given current low returns
  • * Net income growth resumption and revenue stabilization indicators
ChatGPT
  • * Delinquency and loss ratios
  • * New insurance written (NIW) and persistency

Mgic Investment Corp. (MTG) Financial Metrics & Key Ratios

Revenue
$297.1M
Net Income
$165.3M
EPS (Diluted)
$0.76
Free Cash Flow
$76.7M
Total Assets
$6.4B
Cash Position
$235.1M

💡 AI Analyst Insight

The 25.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

MTG Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 69.6%
Net Margin 55.6%
ROE 3.3%
ROA 2.6%
FCF Margin 25.8%

MTG vs Finance Sector: How Mgic Investment Corp. Compares

How Mgic Investment Corp. compares to Finance sector averages

Net Margin
MTG 55.6%
vs
Sector Avg 25.0%
MTG Sector
ROE
MTG 3.3%
vs
Sector Avg 12.0%
MTG Sector
Current Ratio
MTG 0.0x
vs
Sector Avg 1.2x
MTG Sector
Debt/Equity
MTG 0.1x
vs
Sector Avg 2.0x
MTG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Mgic Investment Corp. Stock Overvalued? MTG Valuation Analysis 2026

Based on fundamental analysis, Mgic Investment Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
3.3%
Sector avg: 12%
Net Profit Margin
55.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.13x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Mgic Investment Corp. Balance Sheet: MTG Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.13x
Debt/Assets
21.5%
Interest Coverage
23.24x
Long-term Debt
$643.2M

MTG Revenue & Earnings Growth: 5-Year Financial Trend

MTG 5-year financial data: Year 2021: Revenue $1.2B, Net Income $673.8M, EPS $1.85. Year 2022: Revenue $1.2B, Net Income $446.1M, EPS $1.29. Year 2023: Revenue $1.2B, Net Income $635.0M, EPS $1.85. Year 2024: Revenue $1.2B, Net Income $865.3M, EPS $2.79. Year 2025: Revenue $1.2B, Net Income $712.9M, EPS $2.49.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Mgic Investment Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.49 reflects profitable operations.

MTG Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
25.8%
Free cash flow / Revenue

MTG Quarterly Earnings & Performance

Quarterly financial performance data for Mgic Investment Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $297.1M $165.3M $0.75
Q3 2025 $304.5M $191.1M $0.77
Q2 2025 $304.2M $192.5M $0.77
Q1 2025 $294.4M $174.1M $0.64
Q3 2024 $296.5M $182.8M $0.64
Q2 2024 $290.7M $191.1M $0.66
Q1 2024 $284.0M $154.5M $0.53
Q3 2023 $292.8M $182.8M $0.64

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Mgic Investment Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$76.9M
Cash generated from operations
Stock Buybacks
$192.4M
Shares repurchased (TTM)
Capital Expenditures
$184.0K
Investment in assets
Dividends Paid
$35.2M
Returned to shareholders

MTG SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Mgic Investment Corp. (CIK: 0000876437)

📋 Recent SEC Filings

Date Form Document Action
Apr 29, 2026 10-Q mtg-20260331.htm View →
Apr 29, 2026 8-K mtg-20260429.htm View →
Apr 23, 2026 8-K mtg-20260423.htm View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775243726.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775160339.xml View →

Frequently Asked Questions about MTG

What is the AI rating for MTG?

Mgic Investment Corp. (MTG) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MTG's key strengths?

Claude: Exceptional operating margins (69.6%) and net margins (55.6%) indicate strong pricing power and operational efficiency in mortgage insurance. Conservative capital structure with 0.13x debt/equity ratio and excellent 23.2x interest coverage provides financial fortress and crisis resilience. ChatGPT: Exceptional profitability (76.5% operating margin, 60.8% net margin). Strong free cash flow with minimal capex (70% FCF margin).

What are the risks of investing in MTG?

Claude: Revenue growth essentially flat (+0.5% YoY) with declining net income (-3.2% YoY) signals structural headwinds in mortgage insurance demand or market share erosion. Critically low ROE of 3.3% on $5.0B equity base suggests capital is not being deployed productively; insufficient returns for equity investors. ChatGPT: Housing cycle/credit losses: higher delinquencies could compress margins. Flat revenue growth limits fundamental compounding if NIW slows.

What is MTG's revenue and growth?

Mgic Investment Corp. reported revenue of $297.1M.

Does MTG pay dividends?

Mgic Investment Corp. pays dividends, with $35.2M distributed to shareholders in the trailing twelve months.

Where can I find MTG SEC filings?

Official SEC filings for Mgic Investment Corp. (CIK: 0000876437) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MTG's EPS?

Mgic Investment Corp. has a diluted EPS of $0.76.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MTG a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Mgic Investment Corp. has a BUY rating with 74% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is MTG stock overvalued or undervalued?

Valuation metrics for MTG: ROE of 3.3% (sector avg: 12%), net margin of 55.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy MTG stock in 2026?

Our dual AI analysis gives Mgic Investment Corp. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is MTG's free cash flow?

Mgic Investment Corp.'s operating cash flow is $76.9M, with capital expenditures of $184.0K. FCF margin is 25.8%.

How does MTG compare to other Finance stocks?

Vs Finance sector averages: Net margin 55.6% (avg: 25%), ROE 3.3% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI