ACGL vs PLGO
Arch Capital Group and Pelagos Insurance Capital Limit, both Financial Services
Arch Capital Group is the larger company at $35B against $2.5B. On trailing earnings PLGO is the cheaper of the two at a P/E of 6.4 against 8.0, a gap that is only a bargain if the two are growing at similar rates. Over the past year PLGO returned +49% against +18% for ACGL.
| Figure | ACGL | PLGO |
|---|---|---|
| Last close | $102 | $25.89 |
| Market cap | $35B | $2.5B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 8.0 | 6.4 |
| Dividend yield | 5.0% | n/a |
| 1-year return | +18% | +49% |
| 5-year return | +166% | n/a |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Arch Capital Group
Revenue of $4.7B in Q2 2026, net income $1.1B.
Pelagos Insurance Capital Limit
Revenue of $650M in Q2 2026, net income $44M.
Open these two in the interactive comparison to add more names, change the period or see the correlation.