Enact Holdings Inc vs CDW Corp. — how do they compare? Enact Holdings Inc trades at $49.07 (market cap $6.67B), while CDW Corp. trades at $135.37 (market cap $17.06B). The key difference: CDW Corp. is far larger — about 2.6× Enact Holdings Inc's market cap, and Enact Holdings Inc pays the higher dividend (1.98%). Which is the better fit depends on your goals.
| ACT | CDW | |
|---|---|---|
Market Cap | $6.67B | $17.06B |
Sector | Technology | Technology |
52-Week High | $48.96 | $170.77 |
52-Week Low | $34.93 | $99.30 |
Enterprise Value | $6.96B | $22.66B |
Dividend Yield | 1.98% | 1.85% |
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.
CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.
Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.
Trailing returns across standard periods
Latest headlines on both assets
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 →CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →