Arch Capital Group Ltd - 5.45% PRF PERPETUAL USD 25 - Ser F 1/1000 th Int
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+ FollowMarket Cap$31.86B
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Earnings Call Q1 2026
April 29, 2026 - AI Summary
Strong Q1 Financial Results: Arch Capital reported after-tax operating income of $901 million, or $2.50 per share, with an annualized net income return on average common equity of 17.8%. This reflects the company’s strong underwriting margin and disciplined capital management despite a competitive market environment.
Challenges in Property Catastrophe: The reinsurance segment saw a 6% decline in net premiums written due to increased competition, particularly in property catastrophe business. The overall market remains competitive with declining rates impacting growth, although Arch is actively managing its portfolio to maintain strong underwriting performance.
Mixed Growth Opportunities in Insurance: While premium growth was flat in insurance, Arch identified opportunities within casualty-focused businesses (excess and surplus lines, construction, alternative markets). There are softer rates in specific areas, notably large accounts and some property lines, highlighting the company’s strategy to prioritize profitability over volume.
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$24.93
32.1% upside
Current Fair Value
32.1% upsideUndervalued by 32.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $31.86 Billion |
|---|---|
| Enterprise Value | $41.43 Billion |
| Dividend Yield | $1.36 (-) |
| Earnings per Share | $11.84 |
| Beta | 0.31 |
| Outstanding Shares | 359,695,000 |
Return
| Return on Equity | 20.14% |
|---|---|
| Return on Assets | 7.11% |
| Return on Invested Capital | 4.42% |
Valuation & Multiples
| P/E Ratio | 6.9 |
|---|---|
| PEG | 8.38 |
| Price to Sales | 0.75 |
| Price to Book Ratio | 0.28 |
| Enterprise Value to Revenue | 4.44 |
| Enterprise Value to EBIT | 15.41 |
| Enterprise Value to Net Income | 8 |
| Total Debt to Enterprise | 0.25 |
| Debt to Equity | 0.43 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
April 29, 2026
EPS Estimate
$2.45
Average shareholder expectationRevenue Estimate
$4.56 B
Average shareholder expectationNext Earnings Call
Expected Date
July 29, 2026
EPS Estimate
$2.41
Average shareholder expectationRevenue Estimate
$4.38 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.00%▲ 0.00% |
|---|---|
| Total Invested | $12,857▲ 39.10% |
| Investors Holding | 20% |
ESG Score
No data
About Arch Capital Group Ltd
4,500 employees
CEO: Marc Grandisson Arch Capital Group Ltd., a Bermuda-based company with approximately $15.2 billion in capital at Sept. 30, 2020, provides insurance, reinsurance and mortgage insurance on a worldwide basis through its wholly owned subsidiaries.