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Stock Comparison · Industry comparison · Insurance - Diversified

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

The structural profiles are close, with Zurich Insurance 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 broadly confirms the structural lead — Zurich Insurance holds the more constructive position. That puts structure and market broadly in agreement — Zurich Insurance's lead looks more confirmed than conflicted.

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, ZURN.SW: STOXX 600).

Updated 2026-05-17

The result is anchored in growth, but profitability also reinforces the same direction.

INDUSTRY COMPARISON

Both operate in: Insurance - Diversified

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

For a similarity-based comparison, see how Arch Capital and Zurich Insurance 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
ZURN.SW
Zurich Insurance Group AG
75
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 ZURN.SW Profitability 69 82 Stability 79 66 Valuation 88 75 Growth 47 75 ACGL ZURN.SW
Gap Ranking
#1 Growth +28
#2 Profitability +13
#3 Valuation +13
#4 Stability +13
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ACGL and ZURN.SW Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ACGLZURN.SW Relative valuation Structural strength

Zurich Insurance Group AG occupies the cheaper side of the setup map, although Arch Capital Group Ltd. still holds the stronger structural profile.

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

Entry today — historical context

Where ACGL and ZURN.SW each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ACGL Elevated · near norm 0th 50th 100th 15 pct gap ZURN.SW Elevated · below norm 0th 50th 100th 84th 99th
Today ACGL sits in the upper portion of its own 5-year history (84th percentile), while ZURN.SW sits higher in its own history (99th). Within each stock's own 5-year context, ACGL is at a historically more favourable entry position than ZURN.SW. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

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

Relative Position vs Comparable Companies
Growth
Both profiles are strong on growth, but Zurich Insurance Group AG leads clearly.
Profitability
On profitability, the same pattern holds: both rank well, but Zurich Insurance Group AG still sits higher.
Growth — Dominant Gap
ACGL
47
ZURN.SW
75
Gap+28in favour of ZURN.SW

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

Absolute pricing still looks more supportive for Arch Capital, with a forward P/E that is 3.7 turns lower there.

What this means for the comparison

Growth is the clearest driver of the lead, with profitability adding further support — though valuation still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the ACGL vs ZURN.SW comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-driven comparisons

Explore how ACGL and ZURN.SW 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.