Arch Capital Group Ltd. (ACGL)$96.30

Market Cap: 34.77 BCurrency: USD

Research Snapshot

Static fundamentals, valuation context, and investor signals for Arch Capital Group Ltd. (ACGL).

FINANCIAL

INSURANCE - DIVERSIFIED

DCF ready

Valuation

5.5x

EV/FCF, 18.1% FCF yield

Quality

18.2%

ROIC, 30.7% FCF margin

Growth

18.6%

5Y sales (revenue) CAGR

Balance sheet

0.0x

Debt/equity, N/A current ratio

Superinvestors

Top: John Armitage (1.2%)

Strengths to research

Revenue compounded at 18.6% over five years.
Free cash flow compounded at 16.6% over five years.
Return on equity is strong at 18.2%.
Free cash flow margin is healthy at 30.7%.

Watchouts

No major valuation, balance sheet, or growth watchouts were detected by the static screen.

Annual data: 10 periods

Quarterly data: 24 periods

Stock snapshot: May 25, 2026

Static dataset: May 25, 2026

Quality Scorecard

Build-time composite score for ACGL.

Grade C

/ 100

Peer Comparison

Target stock against 8 market-cap comparable peers.

Heat map: red worst to green best


ACGL Target	Arch Capital Group Ltd.	$34.8B	8.3x	5.5x	18.2%	18.6%	30.7%	N/A	N/A	N/A
FRFHF	Fairfax Financial Holdings Ltd.	$35.4B	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
HIG	The Hartford Insurance Group, Inc.	$35.7B	10.2x	6.9x	16.4%	2.1%	382.0%	N/A	N/A	N/A
PRU	PRUDENTIAL FINANCIAL INC	$36.3B	10.4x	2.7x	11.0%	1.3%	10.3%	N/A	N/A	N/A
TW	Tradeweb Markets Inc.	$31.5B	28.1x	26.1x	12.5%	18.1%	54.9%	N/A	-2.5x	N/A
RJF	RAYMOND JAMES FINANCIAL INC	$28.9B	14.7x	7.8x	17.1%	14.3%	14.1%	N/A	N/A	N/A
MTB	M&T Bank Corp.	$28.5B	12.5x	6.9x	7.1%	-22.6%	181.2%	N/A	N/A	N/A
MSCI	MSCI Inc.	$42.6B	37.5x	31.2x	33.9%	13.1%	49.4%	N/A	3.3x	N/A
PUKPF	Prudential plc	$28.2B	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

Financial Charts

No financial data available for ACGL (annual).

1 superinvestors own ACGL

Current quarter ownership and quarter-over-quarter share changes.

Superinvestor ownership

Fund	Shares	Value	% Portfolio	QoQ Change
John Armitage Egerton Capital	1,116,922	$107M	1.19%	0.0%