Enact Holdings, Inc. vs The Baldwin Insurance Group, Inc., two Insurance Brokers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ACT and BWIN diverge most: on net margin, ACT reads 54.5% and BWIN reads -4.7%; on return on equity, ACT reads 12.7% and BWIN reads -5.7%. 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 | BWIN |
|---|---|---|
| Price | $47.33 | $27.73 |
| Market cap | $6.6B | $2.6B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Growth |
| P/E | 10.2 | — |
| P/B | 1.24 | 1.81 |
| P/S | 5.32 | 1.48 |
| EV/EBITDA | — | 66.0 |
| Revenue growth | +2.0% | +18.0% |
| Operating margin | — | -1.7% |
| Net margin | 54.5% | -4.7% |
| Return on equity | 12.7% | -5.7% |
| Return on assets | 9.7% | -1.3% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.14 | 1.52 |
| Current ratio | — | 1.07 |
| Piotroski F (quality) | 8 / 9 | 5 / 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.