Ticker League

Fair Value for Arch Capital Group (ACGL)

See growth priced into Arch Capital Group (ACGL): reverse DCF, implied rate vs history and analysts, FCF view. Free intrinsic value calculator for education.

Fair value (multi-method)

Four independent methods triangulate what ACGL is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.

Estimated fair value (Forward DCF)

$2,963.19

Margin of safety
+96.92% vs current price $91.19

Method range

$66.36 $2,963.19

median $86.50

Methods disagree

Valuation methods

Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.

  • Forward DCF$2,963.19
  • Exit multiple$70.43
  • Analyst target$102.57
  • Graham number$66.36

Stock price

$91.19

FCF / share (TTM)

$3.28

3Y FCF CAGR

17.8%

Fair value @ hist. growth

$329.21

This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.

Implied FCF growth

2.1%

per year over your projection horizon

Discount vs DCF

Margin of safety 72.3% vs hist-growth DCF

Historical 3Y CAGR

17.8%

Your model implies

2.1%

Analyst consensus is EPS-only — no comparable FCF / share estimate to show on this basis.

Model inputs

Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.

Discount rate (cost of equity proxy)6.1%
Terminal growth2.50%
Projection years10 yr
FCF growth per year (supplemental projection)18%
3Y CAGR 18%

Undiscounted FCF per share over 10 years at 18% annual growth.

Sensitivity — implied growth vs your assumptions

Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.

Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount1.5%2.0%2.5%3.0%3.5%
5.0%1.0%-0.3%-1.9%-3.8%-6.3%
5.1%1.3%-0.0%-1.6%-3.4%-5.8%
6.1%4.3%3.3%2.1%0.8%-0.7%
7.1%6.9%6.1%5.2%4.2%3.0%
8.1%9.3%8.6%7.8%7.0%6.1%
Color≤ historical CAGRModerate premiumHigh premium (≥ 15pp above hist)Your inputs

Historical multiples

Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.

P/EToday8.0
5Y low6.2
Median8.0
5Y high15.7
P/SToday1.8· at low
5Y low1.8
Median2.0
5Y high2.4
EV/EBITDAToday6.9· at low
5Y low6.9
Median8.1
5Y high14.5

Net debt

$1.7B

Total debt − cash

Beta

0.31

Vs market benchmark

Frequently asked questions