Long-Term Value Opportunity but Forbearance Clarity Needed

Key Topics for 1Q20 Mortgage Insurance Earnings

Tuesday, April 14, 2020

Mortgage Finance Company-Specific Mortgage Finance

Within our research coverage of public mortgage and title insurers, we offer reports that are incremental to our recurring publications and intertwine our sector conclusions with company-specific dynamics. These include broad-based earnings previews, adjustments to our financial models and updated perspectives on valuation.

Related reports

Thursday, September 24, 2020

Raising Estimates for Mortgage Tech: BKI Benefitting from M&A, Originations Boost CLGX
Monday, June 29, 2020

Mortgage Finance Research Coverage: Maintaining Industry Research, Suspending Stock Coverage
Thursday, June 25, 2020

MTG and RDN Report May Delinquency Data: Defaults Trending Lower Than Modeled
Wednesday, June 17, 2020

Positive Momentum in Mortgage Finance Equities: Worst-Case Fears Abating; Raising Fair Value Targets
Monday, April 20, 2020

Title Insurer and Mortgage Tech Earnings Preview: Focused on Sensitivity to Mortgage Market Dysfunction
Wednesday, March 25, 2020

Recasting Our Mortgage-Related Outlook: Opportunities Emerging for Companies Across Coverage
Monday, March 9, 2020

Road Trip Research: Takeaways from ESNT and RDN Headquarter Visits
Tuesday, February 11, 2020

BKI and CLGX Earnings Previews: We Expect Conservative 2020 Guidance from Both
Tuesday, January 28, 2020

Mortgage and Title Insurer Earnings Previews: Above Consensus for the Mortgage Insurers; On Par for Title
Wednesday, November 20, 2019

Taking a Step Back on Mortgage and Title Insurers: Following Strong Performance with Tough Comps Ahead
Wednesday, October 16, 2019

Mortgage and Title Insurer Earnings Previews: See Upside for the Mortgage Insurers; More In-Line for Title
Monday, September 9, 2019

FTC Moves to Block the Merger of FNF and STC: Reducing Price Targets to Reflect Expected Deal Termination