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ACGL ARCH CAPITAL GROUP LTD.

Trailing twelve months to 2026-06-30 · as filed 2026-08-04, not restated
Financials

Scale

Market cap
$33.6bn
Revenue TTM
$19.2bn
Net income TTM
$4.7bn
Free cash flow
$6.1bn
Composite score
74.8
Sector rank
#314

Valuation

P / E
7.2
EV / EBITDA
EV / sales
1.7
FCF yield
18.01%
Earnings yield vs 10-yr
9.23pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
24.4%
EBITDA margin
ROE
19.5%
ROIC
Revenue growth
0.4%

Insider activity, last 90 days

Net open-market
$-1.15m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

CURRENT OUTLOOK We reported very good results for 2025, with an annualized net income return on average common equity and operating return on average common equity of 20.1% and 17.1%, respectively. While lower mortgage rates are beginning to support increased origination activity, the current market is still constrained due to affordability challenges. Book value per share was $65.11 at December 31, 2025, a 22.6% increase from $53.11 at December 31, 2024. See “Comment on Non-GAAP Financial Measures.” Our annualized net income return on average common equity was 20.1% for 2025, compared to 22.8% for 2024. …ARCH CAPITAL GROUP LTD., 10-K, period ended 2025-12-31, filed 2026-02-26

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