Professional
Added to YB: 2024-11-12
Pitch date: 2024-10-23
ACGL [bullish]
Arch Capital Group Ltd.
-7.98%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$33.2B
Pitch Price
$102.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.82
P/E
8.61
EV/Sales
1.82
Sector
Insurance
Category
growth
Artisan International Value Fund Portfolio Holding: Arch Capital Group Ltd.
ACGL: Up 51% YTD. Strong insurance pricing to drive great returns for 3-5 years. Q3 hurricanes ($55B losses) may slow book value growth. CEO change: Papadopoulo replaces Grandisson. Strong culture since 2001 founding. Premium valuation likely to persist despite changes.
Read full article (2 min)