Arch Capital Group Ltd.
$87.15B- Market cap
- $33.48B
- Debt
- +$54.66B
- Cash
- −$993.00M
Capital structure 38% equity / 62% debt · EV / Revenue 4.37x · EV / EBITDA 15.49x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 ·
Decision snapshot: ACGL stock price at discount vs OGE $98.12 current versus $234.65 implied using P/E multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at OGE's multiple
Implied fair value · at ACGL's multiple
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple discount
Value edge
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: ACGL FY 2025 (ended Dec 31, 2025) · OGE FY 2025 (ended Dec 31, 2025).
Trendline
Ten fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 38% equity / 62% debt · EV / Revenue 4.37x · EV / EBITDA 15.49x
Capital structure 63% equity / 37% debt · EV / Revenue 4.71x · EV / EBITDA 9.95x
ACGL carries the larger enterprise value at $87.15B against $15.35B; ACGL trades on the lower EV / Revenue multiple (4.37x vs 4.71x); OGE on the lower EV / EBITDA (9.95x vs 15.49x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
ARCH CAPITAL GROUP LTD. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
OGE ENERGY CORP. · implied price per share
At least 3 of the last 5 annual free-cash-flow observations must be positive.
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.
Debt / equity
Total debt against shareholders' equity
2.26x
1.14x
Net debt / EBITDA
Leverage against operating earnings
9.54x
3.67x
Cash and equivalents
Liquid reserves on the balance sheet
$993.00M
$200.00K
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
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