Arch Capital Group Ltd.
ACGL · NASDAQ
Company research
Arch Capital Group Ltd. (NASDAQ: ACGL) is a Bermuda-based, publicly listed specialty insurer and S&P 500 component that provides insurance, reinsurance, and mortgage insurance on a worldwide basis through its wholly owned subsidiaries, with operations spanning North America, Europe, Asia, and Australia. Founded in 1995 as Risk Capital Holdings and reestablished under its current name in 2000–2001, the company has grown organically and through strategic acquisitions to employ approximately 7,200 people and manage roughly $26.9 billion in capital as of early 2026. Operating through three core segments — Insurance, Reinsurance, and Mortgage — Arch Capital is recognized for its disciplined underwriting, cycle management expertise, and focus on hard-to-place specialty risks across property, casualty, professional lines, and mortgage credit protection markets. Led by CEO Nicolas Alain Emmanuel Papadopoulo, the company reported total revenues driven by over $15 billion in net premiums earned in 2024, underpinning a market capitalization of approximately $31.9 billion and a consistent track record of superior returns on equity.
Research reports
Discusses ACGL’s recent 9.7% 30‑day share price gain and five‑year total shareholder return of 176.62%, then compares the current price of 101.35 to a narrative fair value of 109.84 to argue the stock may be about 8% undervalued while highlighting cycle management, data and analytics investments, and the risk that catastrophe losses or margin pressure could quickly change the story.
FactorsToday (independent Equity Research) · June 26, 2026Arch Capital Group Ltd. (NASDAQ: ACGL) — Cheap on a Clean Book, Dear on a Cresting CycleIndependent note concluding ACGL is a high‑quality, disciplined compounder trading around 1.40× “clean” book value with a normalized through‑cycle ROE of roughly 13–15%, recommending a hold/“accumulate on weakness” stance while emphasizing strong capital allocation, aggressive buybacks, and the key risk that peak‑cycle earnings normalize as reinsurance, specialty P&C and mortgage all soften at once.
Investing.com / InvestingPro · May 19, 2026Arch Capital Group’s SWOT analysis: stock faces growth concerns despite earnings strengthProvides a SWOT‑style report noting ACGL’s repeated EPS beats, 22% return on equity and large share repurchases alongside slowing net and gross written premium growth and underperformance in core insurance and reinsurance segments, framing a balanced bull and bear case around whether cycle management and conservative reserving can offset growth headwinds and reliance on reserve releases.
Simply Wall St · April 1, 2026Arch Capital Group (Nasdaq:ACGL) – Stock AnalysisFundamental analysis dashboard that rates valuation, growth, past performance and financial health, highlighting that ACGL trades about 59.3% below its internal fair‑value estimate and appears roughly 10.7% undervalued, while summarizing margins, volatility, peer comparisons, and flagging risks such as forecast earnings declines over the next three years.
TradingKey · February 14, 2026Stock Score & Comprehensive Stock Analysis of Arch Capital Group LtdQuantitative report assigning ACGL high financial, valuation, earnings forecast, momentum and institutional‑shareholding scores, noting robust revenue and net profit growth, an 8.31 P/E with an average price target of 109 (high 135, low 84), and a 0.40 beta, and concluding the stock is fundamentally strong and suitable for range‑bound swing trading between identified support and resistance levels.
Simply Wall St (hosted On Yahoo Finance) · December 20, 2025Is Arch Capital Group Still Attractive After Its Strong Multi Year Share Price Surge?Uses an excess‑returns valuation model and P/E analysis to argue ACGL is materially undervalued versus intrinsic value estimates and a customized “fair” P/E, highlighting strong three‑ and five‑year total returns, resilient underwriting margins and investment income, while cautioning that catastrophe losses, softening premium growth and insurance‑cycle risks could temper upside.