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Stock Comparison · Industry comparison · Insurance - Diversified

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

Arch Capital leads structurally, with profitability as the clearest single gap between the two profiles. Berkshire Hathaway still has the edge on growth, 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. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

Profitability still does most of the heavy lifting in this comparison. The overall score gap is 13 points in favour of Arch Capital Group Ltd..

INDUSTRY COMPARISON

Both operate in: Insurance - Diversified

This comparison is based on industry proximity, not on functional trajectory similarity. ACGL and BRK-B share the same industry classification.

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

Peer-Relative Score
ACGL
Arch Capital Group Ltd.
72
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
BRK-B
Berkshire Hathaway Inc.
59
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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

Score differences across key dimensions.

Dimension spread: ACGL vs BRK-B Profitability 63 12 Stability 90 83 Valuation 88 83 Growth 45 71 ACGL BRK-B
Gap Ranking
#1 Profitability +51
#2 Growth +26
#3 Stability +7
#4 Valuation +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ACGL and BRK-B Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ACGLBRK-B Relative valuation Structural strength

Arch Capital Group Ltd. looks stronger both structurally and on relative valuation.

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

Entry today — historical context

Where ACGL and BRK-B each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ACGL Elevated · above norm 0th 50th 100th 2 pct gap BRK-B Elevated · above norm 0th 50th 100th 97th 95th
ACGL (97th percentile) and BRK-B (95th 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
Profitability
Arch Capital Group Ltd. sits in the stronger part of the group on profitability, while Berkshire Hathaway Inc. is closer to mid-pack.
Growth
Both profiles are strong on growth, but Berkshire Hathaway Inc. leads clearly.
Profitability — Dominant Gap
ACGL
63
BRK-B
12
Gap+51in favour of ACGL

The profitability lead is mainly driven by a 10.9-point operating margin advantage.

What keeps the gap from being one-sided

Earnings growth also leans toward BRK-B, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

The profitability lead is decisive, but growth still runs counter to it — the result is clear, not entirely one-sided.

Explore full peer positioning in AssetNext

Break down the ACGL vs BRK-B comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how ACGL and BRK-B 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.