Enact Holdings Inc vs Skyworks Solutions Inc — how do they compare? Enact Holdings Inc trades at $49.52 (market cap $6.75B), while Skyworks Solutions Inc trades at $67.58 (market cap $10.28B). The key difference: Skyworks Solutions Inc is the larger of the two by market cap, and Skyworks Solutions Inc pays the higher dividend (4.13%). Which is the better fit depends on your goals.
| ACT | SWKS | |
|---|---|---|
Market Cap | $6.75B | $10.28B |
Sector | Technology | Technology |
52-Week High | $49.12 | $83.40 |
52-Week Low | $34.93 | $52.50 |
Enterprise Value | $7.05B | $10.16B |
Dividend Yield | 1.95% | 4.13% |
Signals from Pluang's Aura AI — not financial advice
ACT trades at $49.47, up 2.0% today, with a bullish technical signal from moving averages but overbought RSI readings. The stock shows strong profitability with a net income margin of 54.5% and ROE of 12.9%, supported by recent earnings beats. Revenue growth is modest, and the company maintains a consistent dividend policy. Analyst consensus is a $49.00 price target with a mix of buy and hold ratings.
Outlook is stable with solid fundamentals, but high valuation multiples and overbought technicals suggest limited near-term upside. Risks include reliance on earnings consistency and market sentiment shifts. The stock offers value through dividends and profitability, yet investors should weigh current levels against growth prospects.
Skyworks Solutions (SWKS) trades at $68.79, down 2.59% on the day, showing mixed technical signals with bullish moving averages but neutral oscillators. The company delivered three consecutive quarterly earnings beats, with Q3 2026 EPS of $1.08 exceeding expectations by $0.05. Revenue trends show contraction from $5.5B in 2022 to $4.1B in 2025, while profit margins declined from 23.24% to 11.67% over the same period. The pending Qorvo combination represents a significant strategic development, with regulatory approvals progressing and leadership teams announced.
The stock faces headwinds from revenue contraction and margin pressure, but strong institutional buying and analyst optimism (58% buy ratings) provide support. Key risks include integration challenges with Qorvo, ongoing margin compression, and mobile market concentration. Upside potential exists if the combination delivers synergies and AI data center growth accelerates.
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 →Skyworks Solutions produces semiconductors for wireless handsets and other devices that are used to enable wireless connectivity. Its main products include power amplifiers, filters, switches, and integrated front-end modules that support wireless transmissions. Skyworks' customers are mostly large smartphone manufacturers, but the firm also has a growing presence in nonhandset applications such as wireless routers, medical devices, and automobiles.
Read more on SWKS →