Arch Capital Group Ltd. vs Travelers Companies, Inc., two Insurance stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Both write property and casualty risk, so both answer to the combined ratio and to whether last year's reserves were set honestly. Travelers is the larger and older book at $71.5B against Arch Capital's $35.1B. Return on equity runs close, Travelers at 23.77% and Arch at 20.14%, but the market prices them apart: Arch at 7.5 times earnings, Travelers at 9.77. Arch shows the fatter net margin, 24.63% versus 15.54%, helped by its reinsurance mix. On book value Travelers trades richer, 2.24 times against 1.45. The dividends diverge hard too, 5.13% at Arch and 0.86% at Travelers, a difference in how each returns cash.
Comparison updated 2026-07-11.
| Metric | ACGL | TRV |
|---|---|---|
| Price | $101.01 | $338.86 |
| Market cap | $36.3B | $74.0B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| P/E | 7.8 | 10.1 |
| P/B | 1.50 | 2.31 |
| P/S | 1.84 | 1.51 |
| EV/EBITDA | — | 380.3 |
| Revenue growth | +9.2% | +4.2% |
| Net margin | 24.6% | 15.5% |
| Return on equity | 20.1% | 23.8% |
| Return on assets | 6.0% | 5.3% |
| Dividend yield | 5.0% | 0.8% |
| Debt / equity | 0.00 | 0.00 |
| Piotroski F (quality) | 8 / 9 | 7 / 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.