MetaCap

Accelerant (ARX) vs Ryan Specialty (RYAN)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Accelerant (ARX) has outperformed Ryan Specialty (RYAN) over the past year, gaining 37.4% versus a loss of 35.4%. Ryan Specialty is the larger company by market cap ($9.64 billion vs $4.29 billion), about 2.2 times the size, while Accelerant is growing revenue faster (+51.5% vs +21.3%). On valuation, Ryan Specialty trades at a lower forward P/E (15.5x vs 21.0x for Accelerant).

Ryan Specialty pays a dividend yielding 1.33%, while Accelerant does not currently pay one. Ryan Specialty converts more of its revenue into profit, with a net margin of 2.1% versus -147.4%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ARX+37.44%RYAN-35.41%
+43%-6%-54%
Oct 7, 20251 yearOct 7, 2026
ARX-33.70%RYAN-43.25%
+4%-32%-69%
Jul 21, 20255 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ARX versus RYAN key metrics
MetricARXRYAN
Share price$19.75$37.60
Market cap$4.29B$9.64B
1-day change+0.10%-1.83%
YTD return+20.80%-27.17%
1-year return+37.44%-35.41%
5-year return—+1.13%
P/E ratio (TTM)—52.96
Forward P/E21.0415.47
EPS (TTM)$-6.22$0.71
Dividend yield0.00%1.33%
Annual dividend$0.00$0.50
Revenue (latest FY)$912.90M$3.05B
Revenue growth (YoY)+51.49%+21.28%
Net income (latest FY)$-1.35B$63.40M
Operating margin—16.18%
Net margin-147.35%2.08%
52-week high$19.90$58.94
52-week low$9.18$29.28
Distance from 52-week high-0.75%-36.21%
Analyst consensusholdbuy
Avg. price target upside+2.53%+33.22%
Average volume3.65M1.94M
Shares outstanding118.55M122.08M
Employees8626,171
SectorFinanceFinance
IndustrySpecialty InsurersSpecialty 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

  • Ryan Specialty is about 2.2 times larger than Accelerant by market value ($9.64B vs $4.29B).
  • ARX has outperformed RYAN by 72.8 percentage points over the past year.
  • Ryan Specialty offers a meaningfully higher dividend yield (1.33% vs 0.00%).
  • Ryan Specialty is more profitable, keeping 2.1 cents of every revenue dollar as net income versus -147.4 cents for Accelerant.
  • Accelerant grew revenue faster in its latest fiscal year (+51.49% vs +21.28%).

About Accelerant

ARX stock →

Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. It operates through Exchange Services, MGA Operations, and Underwriting segments.

Finance · Specialty Insurers · 862 employees

About Ryan Specialty

RYAN stock →

Ryan Specialty Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers in the United States, Canada, the United Kingdom, rest of Europe, India, Singapore, and internationally.

Finance · Specialty Insurers · 6,171 employees

ARX vs RYAN FAQ

Which is bigger, Accelerant or Ryan Specialty?

Ryan Specialty (RYAN) is larger, with a market capitalization of $9.64B compared with $4.29B for Accelerant (ARX).

Which stock has performed better over the past year, ARX or RYAN?

ARX returned +37.44% over the past 12 months, compared with -35.41% for RYAN (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, Accelerant or Ryan Specialty?

Ryan Specialty pays a dividend yielding 1.33%, while Accelerant does not currently pay a regular dividend.

Are Accelerant and Ryan Specialty in the same industry?

Yes. Both are classified in the Specialty Insurers industry within the Finance sector.

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