Arch Capital vs American International
ACGL and AIG side by side, both in fire, marine, and casualty insurance. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ACGL and AIG compare
American International is the larger company, worth 1.2 times as much as Arch Capital ($42.8B against $36.3B).
On earnings, Arch Capital is cheaper: it trades at 8.3× trailing earnings, against 15.0× for American International.
Arch Capital grew revenue faster over the last twelve months (0.40% versus −4.2% for American International).
American International pays a dividend yielding 2.3%; Arch Capital does not pay one.
Arch Capital scores higher on the StockData Score (13 against 2 for American International), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ACGL | AIG |
|---|---|---|
| Size and price | ||
| Market cap | $36.3B | $42.8B |
| Share price | $106.36 | $81.90 |
| Change, 1 year | 23.9% | 5.0% |
| Change, 5 years | 145% | 38.9% |
| Beta (5Y) | 0.41 | 0.69 |
| Employees | 8,000 | 22K |
| StockData Score | ||
| Total score | 13 (better) | 2 |
| Valuation score | 4 (better) | 1 |
| Growth score | 3 (better) | 0 |
| Performance score | 6 (better) | 0 |
| Health score | 0 | 0 |
| Dividend score | 0 | 1 (better) |
| Valuation | ||
| P/E | 8.3× (better) | 15.0× |
| P/S | 1.9× | 1.6× (better) |
| P/B | 1.5× | 1.1× (better) |
| EV/EBITDA | – | 5.5× |
| P/FCF | 6.0× | – |
| PEG | 0.18 | – |
| FCF yield | 16.7% | – |
| Fair value | $118.54 | $80.23 |
| Margin of safety | 10.3% (better) | −2.1% |
| Growth | ||
| Revenue growth (TTM) | 0.40% (better) | −4.2% |
| Revenue growth, 5Y average | 18.6% (better) | −9.3% |
| Net income growth (TTM) | 25.7% | – |
| EPS growth (TTM) | 32.1% (better) | 3.6% |
| EPS growth, 5Y average | 28.4% | – |
| Profitability | ||
| Net margin | 24.4% | – |
| FCF margin | 31.5% | – |
| Return on equity | 19.9% | – |
| Financial health | ||
| Altman Z-score | 1.06 (better) | 0.70 |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.00% | 2.3% (better) |
| Years of dividend growth | 0 | 3 (better) |
| Dividend growth, 5Y average | – | 40.5% |
| Buyback yield | 9.6% (better) | 7.0% |
| Shareholder yield | 9.6% (better) | 9.3% |
| Ownership | ||
| Held by institutions | 91.6% | 95.7% |
| Held by insiders | 5.5% | 0.28% |
| Insider net buying, 12 months | −$28.7M | −$18.1M (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | – | 2.1% |
Go deeper
- ACGL stock overview
- ACGL income statement
- ACGL valuation and score
- AIG stock overview
- AIG income statement
- AIG valuation and score
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For information only, not investment advice. Check the source filings before relying on any figure.