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Side-by-side financial comparison of Enact Holdings, Inc. (ACT) and MARCUS CORP (MCS). Click either name above to swap in a different company.

Enact Holdings, Inc. is the larger business by last-quarter revenue ($312.7M vs $193.5M, roughly 1.6× MARCUS CORP). On growth, Enact Holdings, Inc. posted the faster year-over-year revenue change (3.6% vs 2.8%). Over the past eight quarters, MARCUS CORP's revenue compounded faster (18.2% CAGR vs 3.6%).

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.

Marcus & Millichap, Inc. is an American company that provides real estate brokerage, mortgage brokerage, research, and advisory services in the U.S. and Canada in the field of commercial property. It popularized the practice of listing properties exclusively with one brokerage firm. The company has over 1,800 employees in more than 80 offices across the U.S. and Canada.

ACT vs MCS — Head-to-Head

Bigger by revenue
ACT
ACT
1.6× larger
ACT
$312.7M
$193.5M
MCS
Growing faster (revenue YoY)
ACT
ACT
+0.9% gap
ACT
3.6%
2.8%
MCS
Faster 2-yr revenue CAGR
MCS
MCS
Annualised
MCS
18.2%
3.6%
ACT

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ACT
ACT
MCS
MCS
Revenue
$312.7M
$193.5M
Net Profit
Gross Margin
Operating Margin
71.3%
0.9%
Net Margin
Revenue YoY
3.6%
2.8%
Net Profit YoY
EPS (diluted)
$1.23

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.

Revenue
ACT
ACT
MCS
MCS
Q4 25
$312.7M
$193.5M
Q3 25
$311.5M
$210.2M
Q2 25
$304.9M
$206.0M
Q1 25
$306.8M
$148.8M
Q4 24
$301.8M
$188.3M
Q3 24
$309.6M
$232.7M
Q2 24
$298.8M
$176.0M
Q1 24
$291.6M
$138.5M
Net Profit
ACT
ACT
MCS
MCS
Q4 25
Q3 25
$16.2M
Q2 25
$7.3M
Q1 25
$-16.8M
Q4 24
$986.0K
Q3 24
$23.3M
Q2 24
$-20.2M
Q1 24
$-11.9M
Operating Margin
ACT
ACT
MCS
MCS
Q4 25
71.3%
0.9%
Q3 25
67.4%
10.8%
Q2 25
70.4%
6.3%
Q1 25
68.9%
-13.7%
Q4 24
68.9%
-1.2%
Q3 24
74.1%
14.1%
Q2 24
78.6%
1.3%
Q1 24
70.6%
-12.0%
Net Margin
ACT
ACT
MCS
MCS
Q4 25
Q3 25
7.7%
Q2 25
3.6%
Q1 25
-11.3%
Q4 24
0.5%
Q3 24
10.0%
Q2 24
-11.5%
Q1 24
-8.6%
EPS (diluted)
ACT
ACT
MCS
MCS
Q4 25
$1.23
Q3 25
$1.10
Q2 25
$1.11
Q1 25
$1.08
Q4 24
$1.05
Q3 24
$1.15
Q2 24
$1.16
Q1 24
$1.01

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ACT
ACT
MCS
MCS
Cash + ST InvestmentsLiquidity on hand
$582.5M
$23.4M
Total DebtLower is stronger
$744.5M
$159.0M
Stockholders' EquityBook value
$5.4B
$457.4M
Total Assets
$6.9B
$1.0B
Debt / EquityLower = less leverage
0.14×
0.35×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ACT
ACT
MCS
MCS
Q4 25
$582.5M
$23.4M
Q3 25
$545.6M
$7.4M
Q2 25
$616.0M
$14.9M
Q1 25
$639.0M
$11.9M
Q4 24
$602.8M
$40.8M
Q3 24
$674.9M
$28.4M
Q2 24
$711.3M
$32.8M
Q1 24
$624.3M
$17.3M
Total Debt
ACT
ACT
MCS
MCS
Q4 25
$744.5M
$159.0M
Q3 25
$744.1M
$162.0M
Q2 25
$743.8M
$179.9M
Q1 25
$743.4M
$198.9M
Q4 24
$743.0M
$159.1M
Q3 24
$742.7M
$173.1M
Q2 24
$742.4M
$175.7M
Q1 24
$746.1M
$169.8M
Stockholders' Equity
ACT
ACT
MCS
MCS
Q4 25
$5.4B
$457.4M
Q3 25
$5.3B
$454.3M
Q2 25
$5.2B
$448.4M
Q1 25
$5.1B
$441.8M
Q4 24
$5.0B
$464.9M
Q3 24
$5.0B
$462.3M
Q2 24
$4.8B
$449.4M
Q1 24
$4.7B
$459.3M
Total Assets
ACT
ACT
MCS
MCS
Q4 25
$6.9B
$1.0B
Q3 25
$6.9B
$1.0B
Q2 25
$6.8B
$1.0B
Q1 25
$6.7B
$1.0B
Q4 24
$6.5B
$1.0B
Q3 24
$6.6B
$1.0B
Q2 24
$6.3B
$1.1B
Q1 24
$6.3B
$1.0B
Debt / Equity
ACT
ACT
MCS
MCS
Q4 25
0.14×
0.35×
Q3 25
0.14×
0.36×
Q2 25
0.14×
0.40×
Q1 25
0.15×
0.45×
Q4 24
0.15×
0.34×
Q3 24
0.15×
0.37×
Q2 24
0.15×
0.39×
Q1 24
0.16×
0.37×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ACT
ACT
MCS
MCS
Operating Cash FlowLast quarter
$724.5M
$48.8M
Free Cash FlowOCF − Capex
$26.4M
FCF MarginFCF / Revenue
13.6%
Capex IntensityCapex / Revenue
11.6%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$989.0K

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ACT
ACT
MCS
MCS
Q4 25
$724.5M
$48.8M
Q3 25
$192.0M
$39.1M
Q2 25
$119.5M
$31.6M
Q1 25
$226.7M
$-35.3M
Q4 24
$686.3M
$52.6M
Q3 24
$188.1M
$30.5M
Q2 24
$144.7M
$36.0M
Q1 24
$187.3M
$-15.1M
Free Cash Flow
ACT
ACT
MCS
MCS
Q4 25
$26.4M
Q3 25
$18.2M
Q2 25
$14.7M
Q1 25
$-58.3M
Q4 24
$27.1M
Q3 24
$12.0M
Q2 24
$16.1M
Q1 24
$-30.5M
FCF Margin
ACT
ACT
MCS
MCS
Q4 25
13.6%
Q3 25
8.7%
Q2 25
7.1%
Q1 25
-39.2%
Q4 24
14.4%
Q3 24
5.2%
Q2 24
9.2%
Q1 24
-22.0%
Capex Intensity
ACT
ACT
MCS
MCS
Q4 25
11.6%
Q3 25
9.9%
Q2 25
8.2%
Q1 25
15.5%
Q4 24
13.5%
Q3 24
7.9%
Q2 24
11.3%
Q1 24
11.1%
Cash Conversion
ACT
ACT
MCS
MCS
Q4 25
Q3 25
2.41×
Q2 25
4.32×
Q1 25
Q4 24
53.31×
Q3 24
1.31×
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

ACT
ACT

Segment breakdown not available.

MCS
MCS

Theatres$123.1M64%
Concessions$51.0M26%
Food And Beverage$21.2M11%

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