Arch Capital Group (ACGL) vs Travelers Companies (TRV)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Travelers Companies (TRV) has outperformed Arch Capital Group (ACGL) over the past year, gaining 26.5% versus a gain of 0.2%. Over five years, TRV leads with a +131.7% price change compared with +122.1% for ACGL. Travelers Companies is the larger company by market cap ($75.21 billion vs $32.19 billion), about 2.3 times the size, while Arch Capital Group is growing revenue faster (+14.3% vs +5.2%).
On valuation, Arch Capital Group trades at a lower forward P/E (9.7x vs 11.9x for Travelers Companies). Travelers Companies pays a dividend yielding 1.26%, while Arch Capital Group does not currently pay one. Arch Capital Group converts more of its revenue into profit, with a net margin of 22.1% versus 12.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ACGL | TRV |
|---|---|---|
| Share price | $94.33 | $360.61 |
| Market cap | $32.19B | $75.21B |
| 1-day change | -0.52% | -0.01% |
| YTD return | -1.66% | +24.32% |
| 1-year return | +0.24% | +26.54% |
| 5-year return | +122.11% | +131.69% |
| P/E ratio (TTM) | 7.38 | 9.69 |
| Forward P/E | 9.65 | 11.85 |
| EPS (TTM) | $12.78 | $37.23 |
| Dividend yield | 0.00% | 1.26% |
| Annual dividend | $0.00 | $4.55 |
| Revenue (latest FY) | $19.93B | $48.83B |
| Revenue growth (YoY) | +14.27% | +5.18% |
| Net income (latest FY) | $4.40B | $6.29B |
| Net margin | 22.07% | 12.88% |
| 52-week high | $107.09 | $398.70 |
| 52-week low | $82.45 | $252.26 |
| Distance from 52-week high | -11.92% | -9.55% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +17.76% | -0.12% |
| Average volume | 2.75M | 1.68M |
| Shares outstanding | 341.23M | 208.58M |
| Employees | 8,000 | 34,000 |
| Sector | Finance | Finance |
| Industry | Property-Casualty Insurers | Property-Casualty Insurers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Travelers Companies is about 2.3 times larger than Arch Capital Group by market value ($75.21B vs $32.19B).
- TRV has outperformed ACGL by 26.3 percentage points over the past year.
- Travelers Companies trades at a higher earnings multiple (9.7x vs 7.4x trailing P/E).
- Travelers Companies offers a meaningfully higher dividend yield (1.26% vs 0.00%).
- Arch Capital Group is more profitable, keeping 22.1 cents of every revenue dollar as net income versus 12.9 cents for Travelers Companies.
- Arch Capital Group grew revenue faster in its latest fiscal year (+14.27% vs +5.18%).
About Arch Capital Group
ACGL stock →Arch Capital Group Ltd., together with its subsidiaries, provides insurance, reinsurance, and mortgage insurance products in the United States, Canada, Bermuda, the United Kingdom, Europe, and Australia. The company operates through three segments: Insurance, Reinsurance, and Mortgage.
Finance · Property-Casualty Insurers · 8,000 employees
About Travelers Companies
TRV stock →The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United States, Canada, and internationally. It operates through three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance.
Finance · Property-Casualty Insurers · 34,000 employees
ACGL vs TRV FAQ
Which is bigger, Arch Capital Group or Travelers Companies?
Travelers Companies (TRV) is larger, with a market capitalization of $75.21B compared with $32.19B for Arch Capital Group (ACGL).
Which stock has performed better over the past year, ACGL or TRV?
TRV returned +26.54% over the past 12 months, compared with +0.24% for ACGL (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ACGL or TRV?
ACGL has the lower trailing P/E at 7.4, versus 9.7 for TRV. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Arch Capital Group or Travelers Companies?
Travelers Companies pays a dividend yielding 1.26%, while Arch Capital Group does not currently pay a regular dividend.
Are Arch Capital Group and Travelers Companies in the same industry?
Yes. Both are classified in the Property-Casualty Insurers industry within the Finance sector.