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Side-by-side financial comparison of Enact Holdings, Inc. (ACT) and Clearwater Paper Corp (CLW). Click either name above to swap in a different company.
Clearwater Paper Corp is the larger business by last-quarter revenue ($360.3M vs $312.1M, roughly 1.2× Enact Holdings, Inc.). Enact Holdings, Inc. runs the higher net margin — 53.8% vs -3.6%, a 57.4% gap on every dollar of revenue. On growth, Enact Holdings, Inc. posted the faster year-over-year revenue change (1.7% vs -4.7%). Over the past eight quarters, Clearwater Paper Corp's revenue compounded faster (2.3% CAGR vs 2.2%).
Enact Holdings, Inc. is a leading U.S.-based private mortgage insurance provider. It delivers risk mitigation solutions to residential mortgage lenders, banks, and credit unions, enabling borrowers with smaller down payments to access affordable home financing, and supports sustainable homeownership for diverse consumer groups across the United States.
Clearwater Paper Corporation is an American pulp and paperboard manufacturer. The company was created on December 9, 2008, via a spin-off from Potlatch Corporation and is headquartered in Spokane, Washington.
ACT vs CLW — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $312.1M | $360.3M |
| Net Profit | $168.0M | $-12.8M |
| Gross Margin | — | -0.2% |
| Operating Margin | — | — |
| Net Margin | 53.8% | -3.6% |
| Revenue YoY | 1.7% | -4.7% |
| Net Profit YoY | 1.2% | -103.2% |
| EPS (diluted) | $1.18 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $312.1M | $360.3M | ||
| Q4 25 | $312.7M | $386.4M | ||
| Q3 25 | $311.5M | $399.0M | ||
| Q2 25 | $304.9M | $391.8M | ||
| Q1 25 | $306.8M | $378.2M | ||
| Q4 24 | $301.8M | $387.1M | ||
| Q3 24 | $309.6M | $393.3M | ||
| Q2 24 | $298.8M | $344.4M |
| Q1 26 | $168.0M | $-12.8M | ||
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $-53.3M | ||
| Q2 25 | — | $2.7M | ||
| Q1 25 | — | $-6.3M | ||
| Q4 24 | — | $199.1M | ||
| Q3 24 | — | $5.8M | ||
| Q2 24 | — | $-25.8M |
| Q1 26 | — | -0.2% | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | -0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | 1.9% | ||
| Q3 25 | 67.4% | -13.9% | ||
| Q2 25 | 70.4% | 2.5% | ||
| Q1 25 | 68.9% | -1.1% | ||
| Q4 24 | 68.9% | -4.0% | ||
| Q3 24 | 74.1% | -0.3% | ||
| Q2 24 | 78.6% | -13.6% |
| Q1 26 | 53.8% | -3.6% | ||
| Q4 25 | — | 9.9% | ||
| Q3 25 | — | -13.4% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | -1.7% | ||
| Q4 24 | — | 51.4% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | -7.5% |
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | $2.36 | ||
| Q3 25 | $1.10 | $-3.30 | ||
| Q2 25 | $1.11 | $0.17 | ||
| Q1 25 | $1.08 | $-0.38 | ||
| Q4 24 | $1.05 | $11.87 | ||
| Q3 24 | $1.15 | $0.35 | ||
| Q2 24 | $1.16 | $-1.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $549.0M | $36.5M |
| Total DebtLower is stronger | $744.9M | $361.1M |
| Stockholders' EquityBook value | $5.3B | $813.8M |
| Total Assets | $7.0B | $1.6B |
| Debt / EquityLower = less leverage | 0.14× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $549.0M | $36.5M | ||
| Q4 25 | $582.5M | $30.7M | ||
| Q3 25 | $545.6M | $34.4M | ||
| Q2 25 | $616.0M | $46.7M | ||
| Q1 25 | $639.0M | $44.0M | ||
| Q4 24 | $602.8M | $79.6M | ||
| Q3 24 | $674.9M | $35.5M | ||
| Q2 24 | $711.3M | $39.6M |
| Q1 26 | $744.9M | $361.1M | ||
| Q4 25 | $744.5M | $346.8M | ||
| Q3 25 | $744.1M | $337.0M | ||
| Q2 25 | $743.8M | $330.1M | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $283.4M | ||
| Q3 24 | $742.7M | $1.2B | ||
| Q2 24 | $742.4M | $1.1B |
| Q1 26 | $5.3B | $813.8M | ||
| Q4 25 | $5.4B | $825.3M | ||
| Q3 25 | $5.3B | $783.0M | ||
| Q2 25 | $5.2B | $836.8M | ||
| Q1 25 | $5.1B | $836.6M | ||
| Q4 24 | $5.0B | $854.6M | ||
| Q3 24 | $5.0B | $664.6M | ||
| Q2 24 | $4.8B | $658.6M |
| Q1 26 | $7.0B | $1.6B | ||
| Q4 25 | $6.9B | $1.6B | ||
| Q3 25 | $6.9B | $1.6B | ||
| Q2 25 | $6.8B | $1.6B | ||
| Q1 25 | $6.7B | $1.6B | ||
| Q4 24 | $6.5B | $1.7B | ||
| Q3 24 | $6.6B | $2.5B | ||
| Q2 24 | $6.3B | $2.5B |
| Q1 26 | 0.14× | 0.44× | ||
| Q4 25 | 0.14× | 0.42× | ||
| Q3 25 | 0.14× | 0.43× | ||
| Q2 25 | 0.14× | 0.39× | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 0.33× | ||
| Q3 24 | 0.15× | 1.73× | ||
| Q2 24 | 0.15× | 1.74× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACT
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
CLW
Segment breakdown not available.
