Enact Holdings, Inc. vs ARTHUR J. GALLAGHER & CO., two Insurance Brokers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ACT and AJG diverge most: on revenue growth, ACT reads +2.5% and AJG reads +26.4%; on net margin, ACT reads 54.5% and AJG reads 10.0%. The rest of the comparable metrics sit closer together. What ACT's price implies is a bet that sits within the historical range (earnings-power basis). The bull and bear cases for each are in their full reports below.
| Metric | ACT | AJG |
|---|---|---|
| Price | $45.98 | $232.66 |
| Market cap | $6.3B | $59.7B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Growth |
| P/E | 9.7 | 38.6 |
| P/B | 1.17 | 2.52 |
| P/S | 5.04 | 3.79 |
| EV/EBITDA | — | 125.7 |
| Revenue growth | +2.5% | +26.4% |
| Net margin | 54.5% | 10.0% |
| Return on equity | 12.7% | 6.6% |
| Return on assets | 9.8% | 1.9% |
| Dividend yield | 1.8% | 1.1% |
| Debt / equity | 0.14 | 0.57 |
| Current ratio | — | 1.05 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.