Both in Insurance

Essent Group vs First American Financial

Over the past year ESNT returned +10.6% and FAF returned +2.1%; their daily moves had a correlation of 0.47.

ESNT +10.6% FAF +2.1%Growth of $1, one year, split-adjusted
MetricESNTFAF
Price$67.02$63.82
Market cap$6.02B$6.52B
Today−0.86%+0.16%
1 month+13.9%+3.8%
6 months+11.6%−6.9%
Year to date+3.1%+3.9%
1 year+12.3%+4.0%
Revenue growth (YoY)+11.2%+5.3%
Gross margin100.0%64.4%
Net margin68.5%8.5%
P/E (TTM)8.8×8.9×
Price / sales6.8×0.8×
Net cash$5.62B$10.11B
Dividend yield2.09%3.82%
Volatility (60d)28.1%27.8%
Short % of float4.4%6.4%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).