COMPARE · Data as of August 28, 2026
ACGL vs PLGO
Verdict: Side-by-side breakdown using the Bull Rankings model. ACGL scored 78.0, PLGO scored 78.0 — tied at the top.
Compare another set
ACGL
Arch Capital Group Ltd.
68.1Fin
$98.84 · $33.7B
fundamentals as of
Strength gap
11.0
PLGO leads
PLGO
Pelagos Insurance Capital Limit
79.1Fin
$24.52 · $2.1B
At a glance · who leads each dimension, on the model's own rules
- CheapestPLGO6.1x
- Fastest growthACGL+14.0%
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
PLGO
+14.0%B+
Rev
+2.9%C
7.7xA
P/E
6.1xA
19.9%B+
ROE
17.6%B+
1.45B+
P/B
0.91A-
0.0%C
Yield
2.5%B
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.
PLGOPelagos Insurance Capital Limit
Why now
Insurance - Diversified · market cap $2.1b. 7% off the 52-week high of $26.34. PEG 0.20 — paying under fair value for the growth rate. 9 sell-side analysts rate this a Hold with a mean 1-yr target of $25.39 (implying +4% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% 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.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.