Enact vs Ryan Specialty
ACT and RYAN side by side, both in insurance agents, brokers, and service. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ACT and RYAN compare
Ryan Specialty is the larger company, worth 1.9 times as much as Enact ($11.8B against $6.3B).
Ryan Specialty grew revenue faster over the last twelve months (9.8% versus 2.5% for Enact).
Both pay dividends: Enact yields 1.9% and Ryan Specialty 0.83%.
Ryan Specialty scores higher on the StockData Score (8 against 6 for Enact), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ACT | RYAN |
|---|---|---|
| Size and price | ||
| Market cap | $6.3B | $11.8B |
| Share price | $46.16 | $46.87 |
| Change, 1 year | 23.4% | −18.0% |
| Change, 5 years | 101% | 17.4% |
| Beta (5Y) | 0.51 | 0.26 |
| Employees | 419 | 6,110 |
| StockData Score | ||
| Total score | 6 | 8 (better) |
| Valuation score | 4 (better) | 0 |
| Growth score | 0 | 2 (better) |
| Performance score | 1 | 2 (better) |
| Health score | 0 | 1 (better) |
| Dividend score | 1 | 3 (better) |
| Valuation | ||
| P/E | 9.6× | – |
| P/S | 5.1× | 3.6× (better) |
| P/B | 1.2× (better) | 26.4× |
| EV/EBITDA | – | 31.1× |
| P/FCF | – | 20.7× |
| PEG | 6.02 | – |
| FCF yield | – | 4.8% |
| Fair value | $99.78 | – |
| Margin of safety | 53.7% | – |
| Growth | ||
| Revenue growth (TTM) | 2.5% | 9.8% (better) |
| Revenue growth, 5Y average | 2.2% | 24.5% (better) |
| Net income growth (TTM) | – | 51.2% |
| EPS growth (TTM) | 10.6% | – |
| EPS growth, 5Y average | 14.8% | – |
| Profitability | ||
| Operating margin | – | 15.6% |
| Net margin | – | 3.2% |
| FCF margin | – | 17.5% |
| Return on equity | – | 19.4% |
| Return on invested capital | – | 10.9% |
| Financial health | ||
| Debt / equity | – | 8.23 |
| Net debt / EBITDA | – | 6.91 |
| Current ratio | – | 1.01 |
| Altman Z-score | 3.42 (better) | 1.17 |
| Piotroski F-score | 5 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.9% (better) | 0.83% |
| Payout ratio | – | 60.3% |
| Years of dividend growth | 1 | – |
| Buyback yield | 6.8% | – |
| Shareholder yield | 8.7% (better) | 0.83% |
| Ownership | ||
| Held by institutions | 21.7% | 46.3% |
| Held by insiders | 90.6% | 57.7% |
| Insider net buying, 12 months | −$329M | −$229M (better) |
| Short interest, % of float | 23.2% | 12.5% |
Go deeper
- ACT stock overview
- ACT income statement
- ACT valuation and score
- RYAN stock overview
- RYAN income statement
- RYAN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.