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Cannae Holdings, Inc.(CNNE)Earnings, Financials & Key Ratios
CNNE•NYSE
$14.44
Price updated Jul 7, 2026
AboutCannae Holdings, Inc. is a principal investment firm. The firm primarily invests in restaurants, technology enabled healthcare services, financial services and more. It takes both minority and majority stakes. Cannae Holdings, Inc. is based in Las Vegas, Nevada.Show more
- Revenue$424M-6.4%
- EBITDA-$100M-32.1%
- Net Income-$513M-68.5%
- EPS (Diluted)-9.08-92.0%
- Gross Margin12.68%+1878.0%
- EBITDA Margin-23.68%-41.2%
- Operating Margin-28.23%-23.2%
- Net Margin-121.15%-80.0%
- ROE-36.58%-147.6%
CNNE Price & Volume
Cannae Holdings, Inc. (CNNE) stock price & volume — 10-year historical chart
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Persistent Operational Burn Masks Underlying Asset Value
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Contracting
Profitability:Negative
Financial:Strained
Cash Flow:Burning
Primary Risk:Persistent Operational Cash Burn
Key Thesis Takeaways
- Cannae Holdings faces a challenging outlook characterized by a 6.8% year-over-year revenue contraction and persistent negative operating margins of -23.0% as of 2026Q1.
- While the company's complex structure and potential minority equity stakes may hold intrinsic value, the rapid erosion of retained earnings from $901.3 million in 2023Q4 to a negative $27.5 million suggests significant long-term solvency risks.
- Investors should remain cautious as the firm continues to prioritize capital returns, such as the $119.7 million in share repurchases during 2025Q3, despite ongoing operational cash flow deficits.
Verdict Logic
Negative: The company's fundamental health is undermined by a persistent negative net margin of -33.4% as of 2026Q1 and a concerning trend of declining total assets from $2.7 billion to $1.2 billion over the last nine quarters.
CNNE Growth Metrics
Cannae Holdings, Inc. (CNNE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-11.36%
5 Years-6.27%
3 Years-13.83%
TTM-6.38%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-31.92%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-48.48%
Return on Capital
10 Years-5.44%
5 Years-4.72%
3 Years-5.34%
Last Year-7.31%
CNNE Recent Earnings
Cannae Holdings, Inc. (CNNE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 2/12 qtrs (17%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 11, 2026Metric
Actual
Est
EPS
$0.61-52.5%
$0.40
Rev
$96M-3.6%
$100M
Q1 2026
Feb 23, 2026Metric
Actual
Est
EPS
$1.93-407.9%
$0.38
Rev
$103M+0.6%
$103M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$1.06-241.9%
$0.31
Rev
$107M+4.1%
$103M
Q3 2025
Aug 11, 2025Metric
Actual
Est
EPS
$3.75-1109.7%
$0.31
Rev
$110M+2.5%
$108M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 11, 2026 | $0.61vs $0.40-52.5% | $96Mvs $100M-3.6% |
| Q1 2026 | Feb 23, 2026 | $1.93vs $0.38-407.9% | $103Mvs $103M+0.6% |
| Q4 2025 | Nov 10, 2025 | $1.06vs $0.31-241.9% | $107Mvs $103M+4.1% |
| Q3 2025 | Aug 11, 2025 | $3.75vs $0.31-1109.7% | $110Mvs $108M+2.5% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Cannae Holdings, Inc. (CNNE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.44 | $756.69M | -1.59 | -6.39% | -121.15% | -36.58% | 3.74% | |
| $52.81 | $10.8B | 18.66 | 2.93% | 6.61% | 7.03% | — | |
| $10.05 | $756.12M | -3.30 | 4.79% | -12.3% | -49.61% | — | |
| $49.32 | $13.27B | 22.32 | 8.61% | 5.15% | 8.5% | — | |
| $19.04 | $501.56M | -0.16 | -3% | -137.5% | -171.72% | — | |
| $24.13 | $5.08B | 77.84 | 29.37% | 6.12% | 12.66% | — |
Compare CNNE vs Peers
Cannae Holdings, Inc. (CNNE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CNNE SEC Filings & Documents
Cannae Holdings, Inc. (CNNE) SEC filings — annual & quarterly reports (10-K, 10-Q)
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CNNE Frequently Asked Questions
Cannae Holdings, Inc. (CNNE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Cannae Holdings, Inc.'s revenue?
Cannae Holdings, Inc. (CNNE) reported $416.6M in revenue for fiscal year 2025. This represents a 71% decrease from $1.41B in 2015.
How fast is Cannae Holdings, Inc. growing?
Cannae Holdings, Inc. (CNNE) saw revenue decline by 6.4% over the past year.
Is CNNE profitable?
Cannae Holdings, Inc. (CNNE) reported a net loss of $432.3M for fiscal year 2025.
Dividend & Returns
Does CNNE pay dividends?
Yes, Cannae Holdings, Inc. (CNNE) pays a dividend with a yield of 3.74%. This makes it attractive for income-focused investors.
What is CNNE's return on equity?
Cannae Holdings, Inc. (CNNE) has a return on equity (ROE) of -36.6%. Negative ROE indicates the company is unprofitable.
What is Cannae Holdings, Inc.'s free cash flow?
Cannae Holdings, Inc. (CNNE) had negative free cash flow of $54.1M in fiscal year 2025, likely due to heavy capital investments.