Enact Holdings Inc vs STMicroelectronics NV — how do they compare? Enact Holdings Inc trades at $49.07 (market cap $6.67B), while STMicroelectronics NV trades at $55.16 (market cap $49.31B). The key difference: STMicroelectronics NV is far larger — about 7.4× 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 | STM | |
|---|---|---|
Market Cap | $6.67B | $49.31B |
Sector | Technology | Financials |
52-Week High | $48.96 | $79.91 |
52-Week Low | $34.93 | $21.20 |
Enterprise Value | $6.96B | $47.30B |
Dividend Yield | 1.98% | 0.66% |
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.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →