← Back to All US Stocks

Stewart Information Services Corp. (STC) Stock Fundamental Analysis & AI Rating 2026

STC NYSE Title Insurance DE CIK: 0000094344
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
76% Confidence
N/A
SELL
76% Conf
Pending
Analysis scheduled

📊 STC Key Takeaways

Revenue: $781.3M
Net Margin: 2.2%
Free Cash Flow: $-20.9M
Current Ratio: N/A
Debt/Equity: 0.27x
EPS: $0.55
AI Rating: SELL with 76% confidence
Stewart Information Services Corp. (STC) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $781.3M, net profit margin of 2.2%, and return on equity (ROE) of 1.0%, Stewart Information Services Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete STC stock analysis for 2026.

Is Stewart Information Services Corp. (STC) a Good Investment?

Claude

Stewart Information Services exhibits fundamental deterioration with net income declining 11.2% YoY while carrying extremely thin operating margins of 3.0% and net margins of 2.2%. Most critically, the company is burning cash with negative operating cash flow (-$4.5M) and negative free cash flow (-$20.9M), indicating severe earnings quality concerns and unsustainable capital structure despite modest revenue growth.

Why Buy Stewart Information Services Corp. Stock? STC Key Strengths

Claude
  • + Moderate leverage with 0.27x Debt/Equity ratio and adequate interest coverage of 4.7x
  • + Positive net income of $17.0M demonstrates continued profitability in ongoing business
  • + Reasonable cash position of $271.2M provides liquidity buffer

STC Stock Risks: Stewart Information Services Corp. Investment Risks

Claude
  • ! Negative operating cash flow and free cash flow signal potential earnings quality issues and operational distress
  • ! Net income declined 11.2% YoY despite 2.2% revenue growth, indicating margin compression and deteriorating business fundamentals
  • ! Extremely weak return metrics (ROE 1.0%, ROA 0.5%) show negligible capital efficiency
  • ! Cyclical title insurance industry with thin margins limits pricing power and operational flexibility
  • ! Sustainable negative free cash flow cannot be maintained long-term without asset sales or increased leverage

Key Metrics to Watch

Claude
  • * Operating Cash Flow recovery (critical - currently negative at -$4.5M)
  • * Net Income trend (currently declining despite revenue growth)
  • * Operating Margin expansion from current 3.0% level
  • * Free Cash Flow improvement and path to positive territory
  • * Debt/Equity maintenance as company burns cash

Stewart Information Services Corp. (STC) Financial Metrics & Key Ratios

Revenue
$781.3M
Net Income
$17.0M
EPS (Diluted)
$0.55
Free Cash Flow
$-20.9M
Total Assets
$3.2B
Cash Position
$271.2M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

STC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 3.0%
Net Margin 2.2%
ROE 1.0%
ROA 0.5%
FCF Margin -2.7%

STC vs Finance Sector: How Stewart Information Services Corp. Compares

How Stewart Information Services Corp. compares to Finance sector averages

Net Margin
STC 2.2%
vs
Sector Avg 25.0%
STC Sector
ROE
STC 1.0%
vs
Sector Avg 12.0%
STC Sector
Current Ratio
STC 0.0x
vs
Sector Avg 1.2x
STC Sector
Debt/Equity
STC 0.3x
vs
Sector Avg 2.0x
STC Sector

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

Is Stewart Information Services Corp. Stock Overvalued? STC Valuation Analysis 2026

Based on fundamental analysis, Stewart Information Services Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
1.0%
Sector avg: 12%
Net Profit Margin
2.2%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.27x
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.

Stewart Information Services Corp. Balance Sheet: STC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.27x
Debt/Assets
49.2%
Interest Coverage
4.67x
Long-term Debt
$445.8M

STC Revenue & Earnings Growth: 5-Year Financial Trend

STC 5-year financial data: Year 2019: Revenue $1.9B, Net Income N/A, EPS N/A. Year 2020: Revenue $2.3B, Net Income N/A, EPS N/A. Year 2021: Revenue $3.3B, Net Income $78.6M, EPS $3.31. Year 2022: Revenue $3.3B, Net Income $154.9M, EPS $6.22. Year 2023: Revenue $3.3B, Net Income $323.2M, EPS $11.90.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Stewart Information Services Corp.'s revenue has grown significantly by 69% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.11 reflects profitable operations.

STC 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
-2.7%
Free cash flow / Revenue

STC Quarterly Earnings & Performance

Quarterly financial performance data for Stewart Information Services Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2024 $519.5M $3.1M $0.11
Q3 2023 $590.3M $14.0M $0.51
Q2 2023 $538.1M $7.6M $0.28
Q1 2023 $519.5M -$8.2M $-0.30
Q3 2022 $717.6M $29.4M $1.08
Q2 2022 $802.0M $61.7M $2.26
Q1 2022 $681.4M $54.2M $2.01
Q3 2021 $590.7M $55.9M $2.21

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

Stewart Information Services Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$4.5M
Cash generated from operations
Stock Buybacks
$5.2M
Shares repurchased (TTM)
Capital Expenditures
$16.4M
Investment in assets
Dividends Paid
$16.3M
Returned to shareholders

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

Access official SEC EDGAR filings for Stewart Information Services Corp. (CIK: 0000094344)

📋 Recent SEC Filings

Date Form Document Action
May 11, 2026 8-K tm2614240d2_8k.htm View →
May 8, 2026 4 xslF345X06/wk-form4_1778273064.xml View →
May 8, 2026 4 xslF345X06/wk-form4_1778272857.xml View →
May 8, 2026 4 xslF345X06/wk-form4_1778272748.xml View →
May 8, 2026 4 xslF345X06/wk-form4_1778272453.xml View →

Frequently Asked Questions about STC

What is the AI rating for STC?

Stewart Information Services Corp. (STC) has an AI rating of SELL with 76% confidence, based on fundamental analysis of SEC EDGAR filings.

What are STC's key strengths?

Claude: Moderate leverage with 0.27x Debt/Equity ratio and adequate interest coverage of 4.7x. Positive net income of $17.0M demonstrates continued profitability in ongoing business.

What are the risks of investing in STC?

Claude: Negative operating cash flow and free cash flow signal potential earnings quality issues and operational distress. Net income declined 11.2% YoY despite 2.2% revenue growth, indicating margin compression and deteriorating business fundamentals.

What is STC's revenue and growth?

Stewart Information Services Corp. reported revenue of $781.3M.

Does STC pay dividends?

Stewart Information Services Corp. pays dividends, with $16.3M distributed to shareholders in the trailing twelve months.

Where can I find STC SEC filings?

Official SEC filings for Stewart Information Services Corp. (CIK: 0000094344) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is STC's EPS?

Stewart Information Services Corp. has a diluted EPS of $0.55.

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 STC a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Stewart Information Services Corp. has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is STC stock overvalued or undervalued?

Valuation metrics for STC: ROE of 1.0% (sector avg: 12%), net margin of 2.2% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy STC stock in 2026?

Our dual AI analysis gives Stewart Information Services Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is STC's free cash flow?

Stewart Information Services Corp.'s operating cash flow is $-4.5M, with capital expenditures of $16.4M. FCF margin is -2.7%.

How does STC compare to other Finance stocks?

Vs Finance sector averages: Net margin 2.2% (avg: 25%), ROE 1.0% (avg: 12%), current ratio N/A (avg: 1.2).

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% DT 92% DECK 92% DAVEW 92% ANET 88% RDDT 88% KNSL 88% MGRE 88%
Sector: All Finance Stocks →
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 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI