Arch Capital Trades at a Premium as Investors Worry About Underwriting Margins
Investor concerns over softer property pricing, weaker premium growth, reinsurance competition, and higher catastrophe exposure have weighed on Arch Capital. The insurer trades at 1.44X price-to-book versus 1.42X industry, with a Zacks average target price of $111.53. Analysts project 2027 EPS and revenue growth, with several upward estimate revisions as shares fell 4% in the past month.