Comparison

ARCH CAPITAL GROUP LTD. (ACGL) vs ALLSTATE CORP (ALL)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

ACGL

ARCH CAPITAL GROUP LTD.

Insurance—Diversified

Revenue, FY25: $19.93B
Net income: $4.4B
Operating cash flow: $6.17B
Free cash flow: $6.13B
Net margin: 22.07%
Operating margin: -
Gross margin: -

ALL

ALLSTATE CORP

Insurance—Property & Casualty

Revenue, FY25: $67.69B
Net income: $10.28B
Operating cash flow: $10.11B
Free cash flow: $9.88B
Net margin: 15.19%
Operating margin: -
Gross margin: -

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	ACGL	ALL
Revenue growth, latest filed year	+14.27%	+5.58%
Piotroski F-score	5 of 6	5 of 7
P/E against its own history	14.02% below	-

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

ACGL

Climate
Cybersecurity
Inflation
Export controls
Tax
Currency moves

And 13 more.

ALL

Cybersecurity
Interest rates
Litigation
AI and its regulation
Inflation
Climate

And 13 more.

Tracked managers holding both

Joel Greenblatt Gotham Asset Management 0.04% · 0.01%

Updated Aug 20, 2026 · the newer of the two companies' filings