ACT vs MORN

Comparison between Enact Holdings Inc (ACT, Company) and Morningstar Inc (MORN, Company).

Both ACT and MORN are from the Financial Services sector.

5-Year PerformanceACT has outperformed MORN, delivering a return of +23.8% compared to -6.7%

ACT vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACT(COMPANY)	MORN(COMPANY)
Market Cap	$6.29B	$6.28B
Max Drawdown	21.87%	67.92%
Sharpe Ratio	1.28	-1.31
5Y Beta	0.36	0.67
Industry	Insurance - Specialty	Financial Data & Stock Exchanges
P/E Ratio	9.54	16.45
Forward P/E	9.44	16.29
PEG Ratio	2.38	1.40
Dividend Yield	1.88%	1.15%
5Y Dividends CAGR	N/A	14.12%
5Y EPS CAGR	N/A	10.99%
Debt to Equity	13.94%	169.92%
Free Cash Flow Yield	11.48%	6.97%
P/S Ratio	5.12	2.50
P/B Ratio	1.19	6.21

Market Cap

Winner

ACT

$6.29B

MORN

$6.28B

Max Drawdown

Winner

ACT

21.87%

MORN

67.92%

Sharpe Ratio

Winner

ACT

1.28

MORN

-1.31

5Y Beta

Winner

ACT

0.36

MORN

0.67

Industry

ACT

Insurance - Specialty

MORN

Financial Data & Stock Exchanges

P/E Ratio

Winner

ACT

9.54

MORN

16.45

Forward P/E

Winner

ACT

9.44

MORN

16.29

PEG Ratio

ACT

2.38

Winner

MORN

1.40

Dividend Yield

Winner

ACT

1.88%

MORN

1.15%

5Y Dividends CAGR

ACT

N/A

MORN

14.12%

5Y EPS CAGR

ACT

N/A

MORN

10.99%

Debt to Equity

Winner

ACT

13.94%

MORN

169.92%

Free Cash Flow Yield

Winner

ACT

11.48%

MORN

6.97%

P/S Ratio

ACT

5.12

Winner

MORN

2.50

P/B Ratio

Winner

ACT

1.19

MORN

6.21

ACT vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	ACT	MORN
1 month	+7.82%	-1.23%
3 months	+9.31%	-0.70%
6 months	+20.46%	-22.05%
1 year	+32.49%	-41.46%
5 years(CAGR)	+23.83%	-6.65%
10 years(CAGR)	N/A	+8.20%
Max(CAGR)	+23.83%	+11.27%

Winner

ACT

+7.82%

MORN

-1.23%

Winner

ACT

+9.31%

MORN

-0.70%

Winner

ACT

+20.46%

MORN

-22.05%

Winner

ACT

+32.49%

MORN

-41.46%

5Y(CAGR)

Winner

ACT

+23.83%

MORN

-6.65%

10Y(CAGR)

ACT

N/A

MORN

+8.20%

Max(CAGR)

Winner

ACT

+23.83%

MORN

+11.27%

ACT vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	ACT	MORN
2026	+16.45%	-18.50%
2025	+25.43%	-34.19%
2024	+16.49%	+21.97%
2023	+25.34%	+32.17%
2022	+20.99%	-35.18%
2021	+6.61%	+48.27%
2020	N/A	+54.23%
2019	N/A	+40.51%
2018	N/A	+14.36%
2017	N/A	+32.26%
2016	N/A	-6.83%
2015	N/A	+24.65%
2014	N/A	-16.52%
2013	N/A	+23.36%
2012	N/A	+6.51%
2011	N/A	+11.00%
2010	N/A	+9.95%
2009	N/A	+30.79%
2008	N/A	-53.19%
2007	N/A	+72.97%
2006	N/A	+30.96%
2005	N/A	+72.77%

ACT vs MORN Drawdown Comparison

The maximum drawdown for ACT was -20.26%, occurring on Sep 27, 2022. Recovery took 202 trading sessions.

The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.

The current ACT drawdown is -0.13%. The current MORN drawdown is -51.77%.

Rank	ACT	MORN
#1	-20.26% Aug 17, 2022 - Jun 7, 2023	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-16.25% Jun 3, 2022 - Aug 3, 2022	-59.99% Dec 12, 2024 - Jun 25, 2026
#3	-15.33% Sep 19, 2024 - May 2, 2025	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-13.95% Feb 10, 2022 - Mar 25, 2022	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-13.28% Nov 4, 2021 - Jan 12, 2022	-28.34% May 19, 2006 - Nov 20, 2006
#6	-10.96% Sep 11, 2025 - Nov 25, 2025	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-10.27% Apr 20, 2022 - Jun 2, 2022	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-9.88% Dec 27, 2023 - Mar 11, 2024	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-9.02% Jul 3, 2025 - Aug 13, 2025	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-9.00% Mar 29, 2022 - Apr 18, 2022	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-8.69% Aug 7, 2023 - Dec 14, 2023	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-8.65% Feb 5, 2026 - Apr 28, 2026	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-7.70% May 2, 2025 - Jun 23, 2025	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-7.65% Apr 29, 2026 - Jun 24, 2026	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-6.96% Sep 29, 2021 - Oct 19, 2021	-11.46% Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between ACT and MORN is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16

-101

Dividend Comparison (2010 - 2026)

ACT vs MORN dividend yield comparison.

Year	ACT	MORN
2026	0.99%	0.88%
2025	2.06%	0.84%
2024	2.92%	0.48%
2023	4.60%	0.52%
2022	6.38%	0.66%
2021	5.95%	0.28%
2020	0.00%	0.65%
2019	0.00%	0.74%
2018	0.00%	0.91%
2017	0.00%	0.95%
2016	0.00%	1.20%
2015	0.00%	0.95%
2014	0.00%	1.05%
2013	0.00%	0.48%
2012	0.00%	0.84%
2011	0.00%	0.25%
2010	0.00%	0.09%