US Equities Analysis

ACGL — Arch Capital Group

Research evidence pack

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2. Company Fundamentals

2.1 Competitiveness

Metric Value
Operating Margins 25.28%
Profit Margins 24.64%
Return on Equity 21.31%
Return on Assets 4.57%
Free Float 0.34B
Short Int % Utilisation 2.95%

2.2 Growth

Metric Value
Revenue Growth -3.3%
Free Cash Flow 5.28B
EBITDA 5.38 (Ratio)
Enterprise Value 31.71B
EV/Revenue 1.6
EV/EBITDA 5.38

Revenue growth of -3.3% suggests mature or challenged top-line momentum.

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.)* 11.33%
Risk / Std Dev (Ann.)* 21.09%
1-Year Price Return* 8.81%

Latest Market Data (as of 2026-08-14, US Eastern time):

Metric Value
Last Price $98.71
52-Week Range $82.45 – $107.09
Observation Count 251 trading days

The return and risk statistics use daily adjusted closes from the retrieved one-year series and annualise daily moments using 252 trading days. The last price is the latest regular-market price reported for the stated date. Source: Yahoo Finance market data.

2.5 FCFF DCF Valuation

FCFF DCF exception: FCFF DCF is not the primary valuation method for financial institutions or REITs. This post deliberately does not publish a mechanical enterprise value or implied per-share value on an unsuitable basis.

Available valuation input Value
Last market price $99.49
Market capitalisation $33.95B
Revenue $19.30B
EBIT $5.13B
Reported free cash flow $6.13B
FCF yield 18.05%
Net debt / EBITDA NM

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks not rated — FCFF DCF suitability or data-integrity condition not met
Lynch-inspired balance-and-growth checks not rated — FCFF DCF suitability or data-integrity condition not met

Data lineage: Yahoo Finance public market and reported-statement data; retrieval timestamp: 2026-08-18 17:20:35.351612 UTC; latest reported fiscal period: 2025-12-31 00:00:00. Financial institutions and REITs require sector-specific methods rather than a mechanical FCFF DCF. This is research and analysis only, not personalized financial advice.

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