Arch Capital Group Ltd. vs PRUDENTIAL PLC, two Insurance stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ACGL and PUK diverge most: on revenue growth, ACGL reads +9.2% and PUK reads -10.1%; on return on assets, ACGL reads 6.0% and PUK reads 1.9%. The rest of the comparable metrics sit closer together. What ACGL's price implies is a bet that sits within the historical range (earnings-power basis). What PUK's price implies is a bet that sits within the historical range (earnings-power basis). The bull and bear cases for each are in their full reports below.
| Metric | ACGL | PUK |
|---|---|---|
| Price | $100.53 | $30.25 |
| Market cap | $36.2B | $39.0B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| P/E | 7.7 | 9.8 |
| P/B | 1.49 | 1.83 |
| P/S | 1.83 | 3.40 |
| EV/EBITDA | — | 8.1 |
| Revenue growth | +9.2% | -10.1% |
| Operating margin | — | 28.8% |
| Net margin | 24.6% | 35.9% |
| Return on equity | 20.1% | 19.3% |
| Return on assets | 6.0% | 1.9% |
| Dividend yield | 5.0% | — |
| Debt / equity | 0.00 | 0.00 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.