ACGL vs TRV
Arch Capital (ACGL) and Travelers Companies (TRV) compared side by side. Travelers Companies (TRV) is larger, with a market cap of $81.6B versus $34.7B for Arch Capital, about 2.4 times the size. On trailing earnings, ACGL is cheaper at 8.0x versus 10.5x for TRV.
Head to head
| Metric | ACGL | TRV |
|---|---|---|
| Market cap | $34.7B | $81.6B |
| P/E (TTM) | 8.0x | 10.5x |
| Forward P/E | 10.4x | 12.8x |
| Revenue (TTM) | $19.2B | $48.9B |
| Revenue growth | -10.5% | -0.5% |
| Gross margin | 38.8% | 34.9% |
| Operating margin | 26.6% | 20.0% |
| Free cash flow | $6.1B | $11.0B |
| Dividend yield | None | 1.26% |
| 1-year return | +16.3% | +50.3% |
| 5-year return (annual) | +19.9% | +22.0% |
| Max drawdown | -55% | -66% |
| FI Handbook grade | B | B- |
Highlighted: the stronger figure on metrics where higher or lower is clearly better.
Growth of $10,000 (5 years, price only)
ACGL vs TRV FAQ
Which is bigger, ACGL or TRV?
Travelers Companies (TRV) is larger, with a market cap of $81.6B versus $34.7B for Arch Capital, about 2.4 times the size.
Is ACGL or TRV cheaper?
On trailing earnings, ACGL is cheaper at 8.0x versus 10.5x for TRV. A lower P/E can reflect slower expected growth, so compare growth and margins too.
Which stock performed better over the past year, ACGL or TRV?
TRV returned +50.3% over the past year including dividends, versus +16.3% for ACGL, through October 23, 2026.
Which pays a higher dividend, ACGL or TRV?
TRV yields 1.26%; ACGL does not pay a dividend.
Full pages: Arch Capital · Travelers Companies