COMPARE · Data as of August 28, 2026
ACGL vs AEG
Verdict: Side-by-side breakdown using the Bull Rankings model. ACGL scored 78.0, AEG scored 77.0 — ACGL leads.
Compare another set
ACGL
Arch Capital Group Ltd.
68.1Fin
$98.84 · $33.7B
fundamentals as of
Strength gap
1.3
AEG leads
AEG
Aegon Ltd.
69.4Fin
$9.19 · $13.6B
At a glance · who leads each dimension, on the model's own rules
- CheapestACGL7.7x
- Fastest growthAEG+37.6%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
ACGL
AEG
+14.0%B+
Rev
+37.6%A
7.7xA
P/E
12.1xB+
19.9%B+
ROE
11.1%B
1.45B+
P/B
1.31B+
0.0%C
Yield
5.3%A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
ACGLArch Capital Group Ltd.
Why now
Insurance - Diversified · market cap $33.7b. 8% off the 52-week high of $107.09. Revenue growing +14%, comfortably above the S&P median. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $111.87 (implying +13% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Financial moat — scale of deposit base / underwriting franchise plus regulatory capital advantages. The largest players compound book value through cycles that erase smaller competitors.
Risk
Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
AEGAegon Ltd.
Why now
Insurance - Diversified · market cap $13.6b. 4% off the 52-week high of $9.61. Revenue growing +38% — in hypergrowth territory.
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Financial moat — scale of deposit base / underwriting franchise plus regulatory capital advantages. The largest players compound book value through cycles that erase smaller competitors.
Risk
Balance-sheet financial — book value, net interest margin, and credit loss provisions are the lever points; a rates regime change or a deterioration in the loan book moves the stock more than EPS does.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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