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Arch Capital Group Ltd
Arch Capital Group Ltd (ACGL) is listed on NASDAQ and classified in Insurance - Diversified, part of the Financial Services sector. It is headquartered in Pembroke, Bermuda and has 8,000 employees. The company is worth $35.04B and trades at 7.8x its earnings of the last twelve months; the median for its sector is 13.2x. Revenue was $19.93B in fiscal 2025, up 14.3% from the year before. Net income was $4.4B. The share price is 4.1% below its 52-week high of $107.09. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $131.4M. In that quarter, 1 of them opened or added to the position and 4 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +150.8% over 5Y.
today you would have $2,546.61▲ +154.7%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 18 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $95.92 | $92.35 | $74.27 | $62.78 | $44.45 | $36.07 | $42.89 | $26.72 | $30.26 | $28.76 | $23.25 | $19.70 | $19.90 | $14.67 | $12.41 | $9.78 | $7.95 | $7.79 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 25.0% a year plus a 0.0% dividend yield. Growth capped at 25%.
Median P/E of 13.2 among peers in the sector.
Median P/E of 11.0 across this company’s own years on record.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| CBOECboe Global Markets, Inc. | $327.72 | 25.5x | 6.1x | 1.05% | 26.30% | $34.22B |
| RKTRocket Companies, Inc. | $11.74 | — | 1.4x | 0.00% | 3.03% | $33.24B |
| SHGShinhan Financial Group Co Ltd | $70.31 | 9.3x | 0.7x | 2.84% | 8.94% | $33.11B |
| HIGHartford Insurance Group Inc |
| P/E | 11.0x | 8.3x | 8.3x | 6.4x | 16.5x | 8.5x | 10.9x | 11.1x | 15.4x | 22.2x | 16.2x | 17.1x | 9.8x | 11.8x | 10.9x | 12.5x | 5.7x | 5.2x | 17.1x |
| P/S | 1.9x | 1.7x | 2.0x | 2.0x | 2.4x | 1.8x | 1.7x | 2.5x | 2.0x | 2.1x | 2.4x | 2.2x | 1.9x | 2.3x | 1.7x | 1.6x | 1.2x | 1.1x | 1.5x |
| P/B | 1.3x | 1.4x | 1.7x | 1.5x | 1.8x | 1.2x | 1.1x | 1.5x | 1.1x | 1.3x | 1.3x | 1.4x | 1.2x | 1.4x | 1.1x | 1.1x | 0.9x | 0.9x | 1.3x |
| EPS | $11.60 | $11.19 | $11.62 | $3.80 | $5.23 | $3.32 | $3.87 | $1.73 | $1.36 | $1.78 | $1.36 | $2.01 | $1.69 | $1.34 | $0.99 | $1.73 | $1.53 | $0.45 |
| Dividend yield | — | — | 5.41% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Payout | — | — | 44.68% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Profit margin | 18.58% | 22.07% | 24.72% | 32.59% | 15.35% | 23.32% | 16.52% | 23.63% | 13.91% | 11.00% | 15.52% | 13.66% | 20.92% | 20.13% | 17.04% | 14.24% | 25.98% | 25.04% | 9.81% |
| ROE | 12.02% | 18.17% | 20.71% | 24.21% | 11.43% | 15.92% | 10.72% | 14.23% | 8.03% | 6.73% | 8.39% | 8.72% | 13.70% | 12.57% | 11.48% | 9.50% | 18.82% | 20.28% | 8.48% |
Median of the years shown; P/E years above 200x are left out.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
5 methods answered, across 2 families.
Room for errors in the reported numbers.
+283.7% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $139.45 |
| 9.9x |
| 2.0x |
| 1.72% |
| 22.06% |
| $37.77B |
| MTBM&t Bank Corp | $222.83 | 11.6x | 1.3x | 2.69% | 10.60% | $32.18B |
| HBANHuntington Bancshares Inc | $15.66 | 12.0x | 1.1x | 3.96% | 9.00% | $31.64B |
