Arch Capital vs Loews
ACGL and L 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 L compare
Arch Capital is the larger company, worth 1.6 times as much as Loews ($36.3B against $22.8B).
On earnings, Arch Capital is cheaper: it trades at 8.3× trailing earnings, against 13.6× for Loews.
Loews grew revenue faster over the last twelve months (3.5% versus 0.40% for Arch Capital).
Arch Capital keeps more of each dollar of sales as profit, with a net margin of 24.4% compared with 9.0% at Loews.
Loews pays a dividend yielding 0.23%; Arch Capital does not pay one.
Arch Capital scores higher on the StockData Score (13 against 12 for Loews), 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 | L |
|---|---|---|
| Size and price | ||
| Market cap | $36.3B | $22.8B |
| Share price | $106.36 | $111.32 |
| Change, 1 year | 23.9% | 13.8% |
| Change, 5 years | 145% | 94.5% |
| Beta (5Y) | 0.41 | 0.51 |
| Employees | 8,000 | 13K |
| StockData Score | ||
| Total score | 13 (better) | 12 |
| Valuation score | 4 (better) | 3 |
| Growth score | 3 (better) | 1 |
| Performance score | 6 (better) | 2 |
| Health score | 0 | 2 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 8.3× (better) | 13.6× |
| P/S | 1.9× | 1.2× (better) |
| P/B | 1.5× | 1.2× (better) |
| P/FCF | 6.0× (better) | 12.9× |
| PEG | 0.18 (better) | 0.41 |
| FCF yield | 16.7% (better) | 7.8% |
| Fair value | $118.54 | $111.51 |
| Margin of safety | 10.3% (better) | 0.17% |
| Growth | ||
| Revenue growth (TTM) | 0.40% | 3.5% (better) |
| Revenue growth, 5Y average | 18.6% (better) | 8.0% |
| Net income growth (TTM) | 25.7% (better) | 25.1% |
| EPS growth (TTM) | 32.1% (better) | 29.7% |
| EPS growth, 5Y average | 28.4% | – |
| Profitability | ||
| Net margin | 24.4% (better) | 9.0% |
| FCF margin | 31.5% (better) | 9.4% |
| Return on equity | 19.9% (better) | 9.2% |
| Financial health | ||
| Debt / equity | – | 0.47 |
| Altman Z-score | 1.06 (better) | 0.71 |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.00% | 0.23% (better) |
| Payout ratio | – | 3.1% |
| Years of dividend growth | 0 | 0 |
| Dividend growth, 5Y average | – | 0.00% |
| Buyback yield | 9.6% (better) | 1.5% |
| Shareholder yield | 9.6% (better) | 1.7% |
| Ownership | ||
| Held by institutions | 91.6% | 60.5% |
| Held by insiders | 5.5% | 8.9% |
| Insider net buying, 12 months | −$28.7M (better) | −$38.3M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | – | 2.4% |
Go deeper
- ACGL stock overview
- ACGL income statement
- ACGL valuation and score
- L stock overview
- L income statement
- L valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.