Professional
Added to YB: 2025-02-24
Pitch date: 2024-12-31
ACGL [bullish]
Arch Capital Group Ltd.
+2.83%
current return
Author Info
No bio for this author
Company Info
Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products in the United States, Canada, Bermuda, the United Kingdom, Europe, and Australia.
Market Cap
$33.2B
Pitch Price
$92.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.82
P/E
8.61
EV/Sales
1.82
Sector
Insurance
Category
turnaround
Baron FinTech Fund Portfolio Holding: Arch Capital Group Ltd.
ACGL: Specialty insurer down on cyclical slowdown fears, property cat reinsurance pricing concerns, Q3 margin decline (acquisition, mix shift, volatility), and unexpected CEO change. Still holding due to strong management and expected earnings/book value growth.
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