Arch Capital Group Ltd.
—- Market cap
- —
- Debt
- +$54.60B
- Cash
- −$21.91B
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2026 · View financials
Decision snapshot: ACGL stock price vs NTAP: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at NTAP's multiple
Needs NTAP P/E.
Implied fair value · at ACGL's multiple
Needs ACGL P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: ACGL FY 2025 (ended Dec 31, 2025) · NTAP FY 2026 (ended Apr 24, 2026). Fiscal years are not aligned.
Trendline
Eight fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
ARCH CAPITAL GROUP LTD. · implied price per share
Bear
$30.67
Base
$36.08
Bull
$41.49
NetApp, Inc. · implied price per share
Bear
$77.73
Base
$91.44
Bull
$105.16
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
2.26x
2.40x
Net debt / EBITDA
Leverage against operating earnings
5.81x
-0.16x
Cash and equivalents
Liquid reserves on the balance sheet
$21.91B
$3.58B
Total debt
Interest-bearing obligations outstanding
$54.60B
$3.24B
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
Chubb Ltd
ACGL vs CB
TRAVELERS COMPANIES, INC.
ACGL vs TRV
BERKLEY W R CORP
ACGL vs WRB
RENAISSANCERE HOLDINGS LTD
ACGL vs RNR
CNA FINANCIAL CORP
ACGL vs CNA
Pure Storage, Inc.
ACGL vs PSTG
INTERNATIONAL BUSINESS MACHINES CORP
ACGL vs IBM
MICRON TECHNOLOGY INC
ACGL vs MU
Dell Technologies Inc.
ACGL vs DELL
Seagate Technology Holdings plc
ACGL vs STX
Hewlett Packard Enterprise Co
ACGL vs HPE
Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
The deterministic comparison remains available. Sign in when you want an on-demand narrative synthesis of the same data.