ACGL vs AEG: Arch Capital Group and Aegon NV ADR compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- Arch Capital Group is the larger company, worth $33.6B, about 2.7 times Aegon NV ADR.
- Aegon NV ADR grew revenue faster over the last year (+1.1% vs -10.4%).
- On earnings, Arch Capital Group is the cheaper stock (7.4x vs 11.9x).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | ACGL | AEG |
|---|---|---|
| Market cap | $33.6B | $12.6B |
| Share price | $95.57 | $8.24 |
| Revenue (last fiscal year) | $19.9B | — |
| Free cash flow (last fiscal year) | $6.1B | $380M |
| Revenue growth, last year | -10.4% | +1.1% |
| Revenue growth per year, last 5 fiscal years | +21.2% | — |
| Operating margin | 26.9% | — |
| Net margin | 24.4% | — |
| Return on equity | 19.5% | 10.4% |
| P/E (trailing) | 7.40x | 11.9x |
| Price / free cash flow | 5.49x | 14.8x |
| EV / EBITDA | — | — |
| FCF growth the price implies | -12.6% | — |
| Dividend yield | — | 4.9% |
| Debt / equity | 2.54x | 32.7x |
| Fundamental grade | C | C |
| Superinvestors holding it | 0 | 3 |
| Insider purchases, last 12 months | 2 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
Arch Capital Group
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $9.2B | $3.4B | 22.7% |
| 2022 | $9.6B | $3.8B | 15.5% |
| 2023 | $13.6B | $5.7B | 24.8% |
| 2024 | $17.4B | $6.6B | 25.7% |
| 2025 | $19.9B | $6.1B | 25.0% |
Aegon NV ADR
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $21.1B | -$1.9B | 117.2% |
| 2022 | $21.3B | $2.6B | -164.7% |
| 2023 | — | $748M | — |
| 2024 | — | $696M | — |
| 2025 | — | $380M | — |
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open ACGL in InvestinglyQuestions
Which is bigger, Arch Capital Group or Aegon NV ADR?
Arch Capital Group (ACGL), at $33.6B against $12.6B.
Is ACGL or AEG cheaper?
By trailing P/E, Arch Capital Group (7.40x) is cheaper than Aegon NV ADR (11.9x). A lower multiple can also mean the market expects less growth.
Which grows faster, ACGL or AEG?
Aegon NV ADR: revenue grew +1.1% over the last year, against -10.4%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.