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Added to YB: 2024-02-20

Pitch date: 2023-12-31

ACGL [bullish]

Arch Capital Group Ltd.

+32.38%

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

$70.95

Price Target

N/A

Dividend

N/A

EV/EBITDA

6.82

P/E

8.61

EV/Sales

1.82

Sector

Insurance

Category

value

Show full summary:
Baron FinTech Fund Porfolio Holding - Arch Capital Group Ltd.

ACGL: Upped stake after stellar Q3 despite hurricane season challenges. BV/sh +30%, ROE 25% (multi-decade high), but stock fell as market favored spec plays over defensives. Significant holding at <10x earnings. Attractive value.

Read full article (1 min)