Home Compare ACGL vs CS.PA
Stock Comparison · Industry comparison · Insurance - Diversified

Arch Capital Group vs AXA: Which Stock Looks Stronger in 2026?

The structural profiles are close, with AXA carrying a narrow edge on growth. Arch Capital still leads on valuation and stability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

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, CS.PA: STOXX 600).

Updated 2026-08-16

The lead is spread across growth and profitability, rather than sitting in one isolated gap.

INDUSTRY COMPARISON

Both operate in: Insurance - Diversified

This comparison is based on industry proximity, not on functional trajectory similarity. ACGL and CS.PA share the same industry classification.

For a similarity-based comparison, see how Arch Capital and AXA each position within their functional peer groups in AssetNext.

Peer-Relative Score
ACGL
Arch Capital Group Ltd.
68
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
CS.PA
AXA SA
69
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: ACGL vs CS.PA Profitability 65 78 Stability 89 72 Valuation 88 78 Growth 20 41 ACGL CS.PA
Gap Ranking
#1 Growth +21
#2 Stability +17
#3 Profitability +13
#4 Valuation +10
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ACGL and CS.PA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ACGLCS.PA Relative valuation Structural strength

Arch Capital Group Ltd. and AXA SA look relatively close on structure, but the price setup still leans toward Arch Capital Group Ltd..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where ACGL and CS.PA each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ACGL Elevated · near norm 0th 50th 100th 6 pct gap CS.PA Elevated · above norm 0th 50th 100th 93rd 99th
ACGL (93rd percentile) and CS.PA (99th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
AXA SA holds the stronger peer position on growth.
Stability
Both rank well on stability, but Arch Capital Group Ltd. still sits higher.
Growth — Dominant Gap
ACGL
20
CS.PA
41
Gap+21in favour of CS.PA

One company is still expanding while the other is contracting, which creates a very wide growth split.

What keeps the gap from being one-sided

There is still a strong counterforce in stability, so the lead stays clear without becoming a sweep.

What this means for the comparison

The lead is built on both growth and stability — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the ACGL vs CS.PA comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-and-stability comparisons

Explore how ACGL and CS.PA 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.

How AssetNext Peer Scores Work

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.