Mulya.ai
Ticker
ACGL
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?5.5%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.306
Beta (levered) ?0.327
Terminal OM% ?21.0%
Segment conc. ?48% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 21.0%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

ACGL · Arch Capital Group Ltd.

$97.542026-07-21
Sector: Financial Services; Industry: Insurance - Diversified; Sub-Industry: Property & Casualty Insurance

Intrinsic Value Range Comparison · Mulya.ai

Bull
$477
+388.6% vs market
Base · active
$212
+117.0% vs market
Bear
$212
+117.0% vs market
Mulya.ai vs Analyst IV Comparison?
Market $98
Median $102
Bear $212
Base $212
Bull $477
Market Price $98
Mulya.ai Base $212
Analysts Median $102
Mulya.ai IV range ($212 · $477)
Analysts Range ($93 · $114)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$13.3B23.4%0.0%$3.8B$1.4B$5.2B5.5%28.4%$13.2B$12.35
2024.Q4$13.3B0.0%23.4%7.7%$2.9B$2.9B$5.7B6.1%20.9%$14.2B$12.35
2025.Q1$17.4B31.2%25.7%9.2%$4.1B$3.1B$7.2B5.7%28.5%$14.2B$11.99
2025.Q4$17.4B0.0%25.7%14.7%$3.8B$3.1B$6.9B5.9%25.7%$15.4B$11.99
2026.Q1$19.7B12.9%27.6%13.1%$4.7B$1.8B$6.5B5.5%31.4%$14.7B$13.546.4
italics below = DCF projection · 10yr Rev CAGR: 2.1%
2027.Q1$17.2B+-12.8%28.2%13.8%$4.2B$0MM$4.2B5.8%$3.9B28.3%$14.7B$11.588.4
2028.Q1$17.8B+3.4%29.1%14.5%$4.4B−$462MM$4.0B6.1%$3.5B29.5%$15.2B$12.277.9
2029.Q1$18.4B+3.9%29.1%15.2%$4.5B−$555MM$4.0B6.3%$3.3B29.4%$15.8B$12.647.7
2030.Q1$19.2B+4.0%29.1%15.9%$4.7B−$615MM$4.1B6.6%$3.2B29.2%$16.4B$13.047.5
2031.Q1$19.9B+4.0%29.1%16.6%$4.8B−$667MM$4.2B6.9%$3.1B29.0%$17.0B$13.467.2
Term. Yr+$25.4B4.1%21.0%20.0%$4.3B−$832MM$3.4B8.6%$38.5B21.0%
Active scenario IV: $212 (+117.0% vs market)