Arch Capital holds the cleaner structural position, with profitability as the main driver and growth adding further support. ageas / still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, ageas / carries the stronger setup — intact trend against Arch Capital's broken trend. That leaves a split case: the structural lead stays with Arch Capital, but the market is not currently confirming it.
The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (ACGL: S&P 500, AGS.BR: STOXX 600).
Most of the separation is still concentrated in profitability. The overall score gap is 13 points in favour of Arch Capital Group Ltd..
Both operate in: Insurance - Diversified
This comparison is based on industry proximity, not on functional trajectory similarity. ACGL and AGS.BR share the same industry classification.
For a similarity-based comparison, see how Arch Capital and ageas / each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
Score differences across key dimensions.
Left means cheaper relative valuation. Higher means stronger structure.
The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where ACGL and AGS.BR each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
The profitability lead is mainly driven by a 14.1-point operating margin advantage.
ageas / still pushes back on growth, with a 22.8-point revenue-growth advantage that keeps the read from becoming one-way.
The profitability edge is decisive, even though current pricing and growth still lean somewhat toward ageas SA/NV.
Break down the ACGL vs AGS.BR comparison across all dimensions with the full interactive tool.
Explore how ACGL and AGS.BR each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.