ACGL · Arch Capital Group Ltd.
S&P 500 #293 · Nasdaq
Risiko 3/10 · Top-quartile specialty insurer/reinsurer · $106.48 ▲ 2.50%
Kennzahlen
- Price $106.48
- Market cap $37.2B
- P/E (ttm) 8.19
- Div yield none
- 52-wk range $82.45 – $107.08
- Index rank #293 / —
Wichtigste Risiken
- Catastrophe concentration (Gulf Coast, hurricane) (Combined ratio) — MED
- Hard market reinsurance pricing cycle softening (Premium growth rate) — MED
- Bermuda/offshore tax-regime changes (Effective tax rate) — LOW
- Investment-portfolio mark-to-market in rising-rate environment (Book value) — LOW
Fazit
Bermuda-based specialty P&C insurer and reinsurer with an exceptional underwriting track record; trades at ~7x P/BV premium but cheaply on P/E for a compounder with no dividend baggage.
Recherche, keine Anlageberatung.