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ACTEnact Holdings Inc.
$47.75$6.7B
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  4. Financial Ratios

Enact Holdings Inc. (ACT) Financial Ratios

Latest Ratios: P/E Ratio 10.6x · EV/EBITDA 7.5x · ROE 13.0%. (2018–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ACT Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Market Cap$6.7B$5.9B$5.1B$4.7B$3.9B$3.4B———
Enterprise Value$6.8B$6.1B$5.3B$4.8B$4.2B$3.7B———
P/E Ratio →10.568.777.417.035.606.15———
P/S Ratio5.424.814.244.053.603.01———
P/B Ratio1.331.111.021.010.960.82———
P/FCF9.208.177.437.406.94————
P/OCF9.208.177.437.407.035.88———

P/E links to full P/E history page with 30-year chart

ACT EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
EV / Revenue—4.944.384.193.833.32———
EV / EBITDA7.516.695.665.354.425.32———
EV / EBIT7.956.695.665.354.424.98———
EV / FCF—8.397.677.647.40————

ACT Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Gross Margin91.1%91.1%78.2%78.3%86.7%66.8%44.3%73.4%100.0%
Operating Margin69.8%69.8%73.1%73.8%82.0%62.1%42.7%73.4%73.0%
Net Profit Margin54.8%54.8%57.2%57.7%64.3%48.8%33.5%69.2%57.5%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
ROE13.0%13.0%14.3%15.2%17.2%13.7%9.6%19.1%14.8%
ROA10.0%10.0%10.8%11.1%12.1%9.4%7.2%15.7%11.8%
ROIC12.1%12.1%13.2%14.0%15.3%12.0%9.5%16.8%14.8%
ROCE13.0%13.0%14.1%14.7%16.0%12.6%9.9%18.3%16.7%

ACT Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Debt / Equity0.140.140.150.170.190.190.200.01—
Debt / EBITDA0.820.820.820.850.811.111.580.07—
Net Debt / Equity—0.030.030.030.060.090.08-0.14-0.05
Net Debt / EBITDA0.180.180.170.170.270.500.66-0.75-0.26
Debt / FCF—0.220.230.240.45—0.46-1.66-0.31
Interest Coverage18.1918.1918.1617.4218.3714.6326.89——

ACT Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Current Ratio6.866.865.504.312.691.901.391.630.47
Quick Ratio6.866.865.504.312.691.901.391.630.47
Cash Ratio6.366.365.064.022.491.731.261.530.38
Asset Turnover—0.180.180.190.190.190.190.210.21
Inventory Turnover—————————
Days Sales Outstanding—————————

ACT Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Dividend Yield1.7%2.0%2.2%4.6%6.4%5.9%———
Payout Ratio17.9%17.9%16.2%32.0%35.6%36.6%118.1%36.9%10.3%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Earnings Yield9.5%11.4%13.5%14.2%17.9%16.3%———
FCF Yield10.9%12.2%13.5%13.5%14.4%————
Buyback Yield5.7%6.5%4.8%1.9%0.0%0.0%———
Total Shareholder Yield7.4%8.5%7.0%6.4%6.4%5.9%———
Shares Outstanding—$149M$158M$162M$163M$163M$163M$163M$163M

Key Metrics

Growth RegimeStable
ProfitabilityStrong
Balance SheetFortress
Cash FlowRobust
Top Statement Risk

Regulatory and TAM risk

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Premium Valuation Reflects Earnings Durability

ACT trades at a P/B of 1.37, a premium to peers like RDN (1.05) and ESNT (1.20), suggesting the market is pricing in the exceptional durability of its earnings stream from a high-persistency, low-loss environment.

The current P/B multiple, while at the high end of its 10-quarter range, appears justified by the company's superior ROE trajectory and the structural 'golden handcuff' effect extending its profitable book. However, this premium valuation is contingent on the continuation of favorable credit conditions and high interest rates, as a significant shift in the macro environment could compress the multiple toward the peer group average.

Combined Ratio Signals Structural Profitability

The combined ratio has improved to 30.7% in Q2 2026, indicating that for every dollar of premium earned, the company retains over 69 cents as underwriting profit, a level of profitability that appears structurally supported by a benign credit environment.

This exceptional underwriting margin is driven by a historically low loss ratio of 10.5%, which suggests the current book of business is experiencing minimal claim activity. The sustainability of this margin is key; while the expense ratio has normalized to around 20%, the loss ratio remains the primary variable, and any uptick in delinquencies or a reversal of favorable reserve releases could quickly erode this profitability.

ROE Driven by Underwriting, Not Leverage

ACT's quarterly ROE has stabilized around 3.1-3.3%, a return profile generated almost entirely from underwriting profits and investment income on float, given the company's minimal financial leverage of 0.14% D/E.

The decomposition of ROE reveals a business model reliant on operational excellence rather than balance sheet leverage. The consistent ROA of ~2.5% confirms that profitability is asset-driven, with the spread between ROE and ROA being minimal due to the near-zero debt. This structure makes the return profile less volatile to interest rate swings but highly sensitive to the underlying credit performance of the mortgage insurance portfolio.

Expense Ratio Normalization Masks Scale Benefits

The expense ratio has normalized to approximately 20% in recent quarters after a period of volatility, suggesting that the company's high fixed-cost base is being efficiently absorbed by its stable premium income stream.

The shift from a 4% expense ratio in early 2025 to over 20% in 2026 likely reflects a change in accounting or ceding commission treatment rather than a deterioration in operational efficiency. The current level appears sustainable for a specialized insurer of this scale, and further improvements may be limited without significant growth in the Insurance in Force base to leverage the existing compliance and data infrastructure.

Minimal Leverage Amplifies Capital Return Capacity

With a debt-to-equity ratio of just 0.14%, ACT maintains a capital structure that appears to significantly exceed PMIERs requirements, providing ample capacity for shareholder returns via dividends and buybacks.

The consistently low leverage ratio indicates that the company is operating with a substantial capital buffer above regulatory minimums. This fortress balance sheet is a key competitive advantage, allowing for consistent capital return without compromising financial strength. However, it also implies that the company is not utilizing financial leverage to enhance returns, which may be a strategic choice given the cyclical nature of its core business.

The Peril of a Static Loss Ratio View

The single most misapplied metric is the current-period loss ratio, which at 10.5% appears exceptionally low but may be artificially depressed by prior-period reserve releases, obscuring the true run-rate of claims activity.

Analysts focusing solely on the current loss ratio risk underestimating the company's true risk profile. The significant volatility in this metric, swinging from 28.5% to 5.7% in recent quarters, strongly suggests that reserve adjustments are a material driver of reported earnings. A more appropriate metric would be the 'accident year' loss ratio, which adjusts for reserve development, to assess the underlying profitability of the current book of business.

Download Financial Ratios Data

Includes 30+ ratios · 8 years · Updated daily

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ACT — Frequently Asked Questions

Quick answers to the most common questions about buying ACT stock.

What is Enact Holdings Inc.'s P/E ratio?

Enact Holdings Inc.'s current P/E ratio is 10.6x. The historical average is 7.0x. This places it at the 100th percentile of its historical range.

What is Enact Holdings Inc.'s EV/EBITDA?

Enact Holdings Inc.'s current EV/EBITDA is 7.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 5.5x.

What is Enact Holdings Inc.'s ROE?

Enact Holdings Inc.'s return on equity (ROE) is 13.0%. The historical average is 14.6%.

Is ACT stock overvalued?

Based on historical data, Enact Holdings Inc. is trading at a P/E of 10.6x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Enact Holdings Inc.'s dividend yield?

Enact Holdings Inc.'s current dividend yield is 1.69% with a payout ratio of 17.9%.

What are Enact Holdings Inc.'s profit margins?

Enact Holdings Inc. has 91.1% gross margin and 69.8% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Enact Holdings Inc. have?

Enact Holdings Inc.'s Debt/EBITDA ratio is 0.8x, indicating low leverage. A ratio below 2x is generally considered financially healthy.