WallStSmart

Enact Holdings Inc (ACT)vsInvestors Title Company (ITIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Enact Holdings Inc generates 343% more annual revenue ($1.24B vs $280.16M). ACT leads profitability with a 54.5% profit margin vs 13.6%. ACT trades at a lower P/E of 10.1x. ITIC earns a higher WallStSmart Score of 67/100 (B-).

ACT

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 6.7Quality: 7.8
Piotroski: 4/9

ITIC

Strong Buy

67

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 5.7Quality: 8.5
Piotroski: 3/9Altman Z: 4.20

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACT5 strengths · Avg: 9.8/10
P/E RatioValuation
10.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
54.5%10/10

Keeps 55 of every $100 in revenue as profit

Operating MarginProfitability
72.3%10/10

Strong operational efficiency at 72.3%

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

ITIC5 strengths · Avg: 9.2/10
EPS GrowthGrowth
91.6%10/10

Earnings expanding 91.6% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.2010/10

Safe zone — low bankruptcy risk

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

ACT1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

ITIC3 concerns · Avg: 3.3/10
PEG RatioValuation
1.984/10

Expensive relative to growth rate

Market CapQuality
$537.02M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ACT

The strongest argument for ACT centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 54.5% and operating margin at 72.3%.

Bull Case : ITIC

The strongest argument for ITIC centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 13.2% demonstrates continued momentum.

Bear Case : ACT

The primary concerns for ACT are Revenue Growth.

Bear Case : ITIC

The primary concerns for ITIC are PEG Ratio, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

ITIC carries more volatility with a beta of 0.63 — expect wider price swings.

ITIC is growing revenue faster at 13.2% — sustainability is the question.

ACT generates stronger free cash flow (224M), providing more financial flexibility.

Monitor INSURANCE - SPECIALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ITIC scores higher overall (67/100 vs 54/100) and 13.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Enact Holdings Inc

FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA

Enact Holdings Inc (ACT) is a prominent player in the U.S. housing sector, specializing in private mortgage insurance and comprehensive risk management solutions that enhance the affordability and accessibility of homeownership. The company is characterized by a strong capital foundation and a commitment to innovation, driven by strategic collaborations that optimize lender operations and navigate complex market dynamics. With a focus on proactive risk management and sustainable housing practices, Enact is well-positioned to seize emerging growth opportunities within the evolving real estate landscape, highlighting its essential role in supporting the housing market.

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Investors Title Company

FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA

Investors Title Company, is dedicated to the issuance of residential and commercial title insurance for residential, institutional, commercial and industrial properties. The company is headquartered in Chapel Hill, North Carolina.

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