ACGL

Nasdaq

ARCH CAPITAL GROUP LTD.

Financials, Property & Casualty Insurance

$98.48

close 7 Aug 2026

+9.57%

52-week change

$33.60B

market cap

$82.45

$107.09

52-week range

Expected price

$103.00 – $125.88

Current price

$98.48

Signal

Could be undervalued

A historical-multiple reference, never a fair-value claim. The band uses only data public at each date and ends at the latest month — no forward estimates.

Current multiples

P/E (TTM)7.71x

P/S (TTM)1.75x

P/B1.40x

EV/EBITDA (TTM)—

FCF yield (TTM)18.02%

PEG (TTM, GAAP)0.17

Context

P/E, own 5-year average10.30x

P/E, sector median16.04x*

Price at 5-year median P/E$115.52*

Forward — analyst consensus

Forward P/E (FY2026)10.49x*

Forward P/E (FY2027)10.09x

Forward PEG2.61*

Consensus EPS FY2026 (19 analysts)$9.39

EPS growth (FY2026→FY2027)4.02%

Revenue growth (FY2026)-4.56%

Street view

Price target (mean)$111.76*

Target upside13.49%

Ratings (buy / hold / sell)10 / 9 / 1

FY2026 EPS revisions, 30d (up / down)7 / 9

5-year history

Dashed line: average of month-end values

P/E (TTM)

P/S (TTM)

P/B

FCF yield (TTM)

period to 30 Jun 2026, filed 4 Aug 2026, close 7 Aug 2026

Discounted cash flow

Ten projected years plus a perpetuity, prefilled from filings — a model to argue with, never a fair-value claim.

Free cash flow, last ten years and TTM

5Y CAGR +16.57%10Y CAGR +20.09%

Assumptions

Growth rate, years 1–10%

Perpetual growth%Discount rate%

Base FCF$M

As filed — not assumptions

Current price$98.48

Cash & equivalents$1.11B

Total debt$4.29B

Shares outstanding341.23M

Result

DCF price per share$976.97

Current price$98.48

Margin of safety+892.05%

PV of years 1–10$94.39B

PV of terminal value$242.16B

Equity value$333.37B

Market-implied growth-12.37%

Projected FCF, years 1–10

Hover for PV and growth

Projection detail

Override growth for any year; blank years use the uniform rate

Year	2026	2027	2028	2029	2030	2031	2032	2033	2034	2035	Terminal
Growth, %											2.5
FCF	$7.06B	$8.23B	$9.59B	$11.18B	$13.03B	$15.19B	$17.71B	$20.64B	$24.07B	$28.05B	$522.81B
PV	$6.54B	$7.05B	$7.61B	$8.22B	$8.87B	$9.57B	$10.33B	$11.15B	$12.04B	$12.99B	$242.16B

period to 30 Jun 2026, filed 4 Aug 2026, close 7 Aug 2026