Enact Holdings Inc vs Brookfield Infrastructure Partners LP — how do they compare? Enact Holdings Inc trades at $49.07 (market cap $6.67B), while Brookfield Infrastructure Partners LP trades at $39.38 (market cap $17.46B). The key difference: Brookfield Infrastructure Partners LP is far larger — about 2.6× Enact Holdings Inc's market cap, and Brookfield Infrastructure Partners LP pays the higher dividend (4.79%). Which is the better fit depends on your goals.
| ACT | BIP | |
|---|---|---|
Market Cap | $6.67B | $17.46B |
Sector | Technology | Industrials |
52-Week High | $49.12 | $42.62 |
52-Week Low | $34.93 | $29.81 |
Enterprise Value | $6.96B | $76.41B |
Dividend Yield | 1.98% | 4.79% |
Signals from Pluang's Aura AI — not financial advice
ACT trades at $48.96, up 0.6% today, near the consensus price target of $49.00. The stock shows strong fundamentals with a P/E of 10.23 and robust net income margin of 54.51%. Recent Q2 2026 earnings beat expectations at $1.26 per share. Technical indicators signal a bullish trend with moving averages supporting upside momentum. The company maintains consistent dividend payments and positive revenue growth projections.
Outlook remains positive with analyst consensus favoring buy/hold ratings and price targets suggesting limited upside. Key risks include execution challenges and market volatility. Earnings growth and dividend consistency provide support, but investors should monitor competitive pressures and macroeconomic factors that could impact performance.
Brookfield Infrastructure Partners (BIP) trades at $39.04, up 0.26% on the day, with a bullish technical signal and strong analyst support. The stock shows a high P/E ratio of 61.26 but attractive EV/EBITDA of 6.91, while recent earnings misses in Q4 2025 and Q1-Q2 2026 contrast with positive cash flow trends and a 2.6% net income margin. Recent news highlights dividend strength and corporate simplification efforts.
Outlook remains positive with a consensus price target of $44.67, offering ~14% upside, supported by bullish sentiment and infrastructure demand. Risks include earnings volatility, high debt-to-asset ratio of 69.68%, and macroeconomic pressures on profitability. The dividend yield and institutional interest provide stability, but execution on guidance is critical.
Trailing returns across standard periods
Enact Holdings is a leading private mortgage insurance provider in the U.S. It partners with lenders to offer credit enhancement and risk management solutions, helping more borrowers achieve and maintain homeownership.
Read more on ACT →Brookfield Infrastructure owns and operates high-quality global assets across utilities, transport, midstream, and data sectors. It focuses on generating stable, long-term cash flows from essential infrastructure.
Read more on BIP →