ACGLNEUTRAL

Revenue Growth (YoY)

-5.0%

Higher than 13% of Financial Services sector peers

Updated 1904h ago

Sector Performance

13th percentile

ACGL

-5.0%

Sector Median

9.9%

Sector Avg

15.8%

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Deep Analysis

Revenue growth year-over-year (YoY) compares a company's current revenue to the same quarter one year earlier; Arch Capital's -5.0% means revenue contracted by 5% versus the prior year.

That performance sits well below the Financial Services sector median of 10.3%, ranking Arch Capital in the 9th percentile among peers. The metric has been perfectly stable over the last eight quarters, with a YoY change of +0.0% and a quarter-over-quarter change of +0.0%. A negative revenue level combined with a flat trend indicates persistent underperformance relative to the sector, but the lack of further deterioration limits near-term downside risk. This combination suggests a moderate investment risk from weak top-line generation, with no clear catalyst for improvement. The metric directly contradicts any bullish thesis, yet it aligns with the overall NEUTRAL verdict because the stable pattern prevents the negative level from escalating into a more serious concern.

Frequently Asked Questions

What does the Revenue Growth (YoY) tell investors about ACGL?

Year-over-year revenue acceleration is one of the strongest signals of business momentum. Sustained >15% growth is rare and typically re-rated by the market.

How is the Revenue Growth (YoY) calculated?

Revenue Growth (YoY) is calculated as: (Revenue_t - Revenue_t-4) / Revenue_t-4.

How does ACGL's Revenue Growth (YoY) compare to its sector?

ACGL's Revenue Growth (YoY) of -5.0% compares to a Financial Services sector median of 9.9%, placing it in the 13th percentile.

Who are ACGL's closest peers by Revenue Growth (YoY)?

The closest Financial Services peers by Revenue Growth (YoY) include: WRLD (6.6%), AON (6.4%), BX (6.2%), PRU (14.8%), RF (5.0%).

The Formula

(Revenue_t - Revenue_t-4) / Revenue_t-4

Why It Matters

Year-over-year revenue acceleration is one of the strongest signals of business momentum. Sustained >15% growth is rare and typically re-rated by the market.