Stock Library / ACGL

ACGL Financial Services Latest YouTube: Q1 2026 Published 2026-04-29

Arch Capital Group Ltd.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest on YouTube Latest on Podbean Apple Podcasts Amazon Music iHeartRadio YouTube Music Company Website Back to Library

Latest earnings video

ACGL Stock: EPS Beats by 18% — Q1 2026 Earnings Analysis

Published 2026-04-29

Open YouTube Spotify Show Open Podbean Apple Podcasts

Library coverage

Episodes tracked

1

Episodes linked

1

Latest video

Q1 2026

2026-04-29

Podcast available

Yes

Current price

$99.39

+0.53 (+0.54%)

Trailing / Forward P/E

7.78x

Forward: 10.18x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

-10.5%

Earnings: -7.1%

Margins

26.6% op

Gross: 38.8% · Net: 24.4%

Balance sheet

0.59x current

Debt / Equity: 17.8

52-week range / Beta

$82.45 - $107.09

Beta: 0.29

Analyst target

$111.87

Upside: 12.6%

Cash / shareholder return

12.69% FCF yield

Dividend yield: —

Company context

Industry: Insurance - Diversified

Country: Bermuda

Employees: —

Price to book: 1.45x

Return on equity: 19.9%

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. The company operates through three segments: Insurance, Reinsurance, and Mortgage. The Insurance segment offers commercial automobile; commercial multiperil; financial and professional line liability; admitted, excess, and surplus casualty lines; property and short-tail specialty; workers compensation; and casualty insurance. Its Reinsurance segment provides reinsurance products for casualty; marine and aviation; property catastrophe; property excluding property catastrophe; and other specialty products. The Mortgage segment offers U.S. primary mortgage insurance business written predominantly on loans sold to the Federal National Mortgage Association and Federal Home Loan Mortgage Corporation; reinsurance and underwriting services related to the U.S. credit-risk transfer business and other U.S. mortgage reinsurance transactions; and international mortgage insurance and reinsurance business covering loans. It markets its products through a group of licensed independent retail and wholesale brokers. The company was formerly known as Risk Capital Holdings, Inc. Arch Capital Group Ltd. was founded in 1995 and is headquartered in Pembroke, Bermuda.

Price chart

Market context for ACGL

Competitive view

ACGL vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Arch Capital Group Ltd. latest YouTube video thumbnail

Arch Capital Group Ltd.

ACGL

YouTube Podbean

Latest video

Q1 2026

Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Moody's Corporation latest YouTube video thumbnail

Moody's Corporation

MCO

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

The Charles Schwab Corporation latest YouTube video thumbnail

The Charles Schwab Corporation

SCHW

YouTube Podbean

Latest video

Q1 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

ACGL

$33.91B

Arch Capital Group Ltd.

MCO

$87.17B

Moody's Corporation

SCHW

$194.20B

The Charles Schwab Corporation

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

ACGL

7.8x

Arch Capital Group Ltd.

MCO

32.0x

Moody's Corporation

SCHW

20.5x

The Charles Schwab Corporation

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

ACGL

10.2x

Arch Capital Group Ltd.

MCO

26.6x

Moody's Corporation

SCHW

14.4x

The Charles Schwab Corporation

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

ACGL

-10.5%

Arch Capital Group Ltd.

MCO

15.1%

Moody's Corporation

SCHW

20.9%

The Charles Schwab Corporation

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

ACGL

-7.1%

Arch Capital Group Ltd.

MCO

56.7%

Moody's Corporation

SCHW

42.6%

The Charles Schwab Corporation

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

ACGL

26.6%

Arch Capital Group Ltd.

MCO

49.5%

Moody's Corporation

SCHW

52.3%

The Charles Schwab Corporation

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

ACGL

38.8%

Arch Capital Group Ltd.

MCO

75.0%

Moody's Corporation

SCHW

97.5%

The Charles Schwab Corporation

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

ACGL

24.4%

Arch Capital Group Ltd.

MCO

34.3%

Moody's Corporation

SCHW

38.8%

The Charles Schwab Corporation

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

ACGL

19.9%

Arch Capital Group Ltd.

MCO

76.9%

Moody's Corporation

SCHW

20.3%

The Charles Schwab Corporation

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

ACGL

12.7%

Arch Capital Group Ltd.

MCO

3.0%

Moody's Corporation

SCHW

—

The Charles Schwab Corporation

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

ACGL

17.84x

Arch Capital Group Ltd.

MCO

240.68x

Moody's Corporation

SCHW

151.11x

The Charles Schwab Corporation

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

ACGL

0.59x

Arch Capital Group Ltd.

MCO

1.19x

Moody's Corporation

SCHW

0.66x

The Charles Schwab Corporation

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

ACGL

0.29

Arch Capital Group Ltd.

MCO

1.33

Moody's Corporation

SCHW

0.75

The Charles Schwab Corporation

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

ACGL

—

Arch Capital Group Ltd.

MCO

0.8%

Moody's Corporation

SCHW

1.1%

The Charles Schwab Corporation

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

ACGL

12.6%

Arch Capital Group Ltd.

MCO

11.4%

Moody's Corporation

SCHW

11.0%

The Charles Schwab Corporation

Episode timeline

Episode archive for ACGL

Each row is one earnings episode with every verified platform link available.

Q1 2026

Episode live

2026-04-29

Published youtube podcast complete

ACGL Stock: EPS Beats by 18% — Q1 2026 Earnings Analysis

Quarterly earnings-analysis entry for Arch Capital Group Ltd.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music