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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$32B
P/E ratio
~7×
Book value/sh
~$66
Combined ratio
~82%
Revenue (2025)
~$20B
Rev. growth
+14%
Gross prem. written
~$22.9B
Net income (2025)
~$4.4B
In plain English
Arch Capital is a Bermuda-based risk machine in three parts: it writes specialty commercial insurance, takes on big catastrophe and casualty risk as a reinsurer, and runs one of the largest US mortgage insurers — then invests the float those premiums create. A flexible operator, it shifts capital to whichever line is best-priced, and has bulked up its US insurance arm by buying Allianz's MidCorp & Entertainment book.
In simple terms
What Arch Capital Group really sells
Arch Capital is a Bermuda-based risk machine in three parts: it writes specialty commercial insurance, takes on big catastrophe and casualty risk as a reinsurer, and runs one of the largest US mortgage insurers — then invests the float those premiums create. A flexible operator, it shifts capital to whichever line is best-priced, and has bulked up its US insurance arm by buying Allianz's MidCorp & Entertainment book.
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