Enact Holdings Inc vs Cognizant Technology Solutions Corp — how do they compare? Enact Holdings Inc trades at $49.07 (market cap $6.67B), while Cognizant Technology Solutions Corp trades at $58.48 (market cap $26.27B). The key difference: Cognizant Technology Solutions Corp is far larger — about 3.9× Enact Holdings Inc's market cap, and Cognizant Technology Solutions Corp pays the higher dividend (2.26%). Which is the better fit depends on your goals.
| ACT | CTSH | |
|---|---|---|
Market Cap | $6.67B | $26.27B |
Sector | Technology | Technology |
52-Week High | $49.12 | $86.70 |
52-Week Low | $34.93 | $38.73 |
Enterprise Value | $6.96B | $27.31B |
Dividend Yield | 1.98% | 2.26% |
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.
CTSH trades at $57.67, up 1.37% with a bullish technical signal. Recent Q2 2026 earnings missed EPS estimates at $1.37 versus $1.38 expected, though revenues beat. The company maintains solid fundamentals with a P/E of 12.37 and ROE of 14.92%, supported by strong cash flow from operations of $2.88B in 2025. AI initiatives, including the new EMEA AI Unit, highlight growth efforts amid cautious client spending.
Outlook is mixed: valuation appears attractive with upside to the $59.92 consensus target, but risks include macroeconomic pressures on IT spending and competitive disruption from AI. Earnings consistency and AI adoption execution are critical for sustained gains.
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 →Cognizant is a global IT services provider, offering consulting and outsourcing services to some of the world's largest enterprises spanning the financial services, media and communications, healthcare, natural resources, and consumer products industries. Cognizant employs nearly 300,000 people globally, roughly 70% of whom are in India, although the company's headquarters are in Teaneck, New Jersey.
Read more on CTSH →