ACGLARCH CAPITAL GROUP LTD.
Fire, Marine & Casualty Insurance
- Revenue
- $19.9B
- 14% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- $38.2B
- Employees
- 8,000
- $2M revenue each
- Net debt / EBITDA
- —
- AI in 10-K
- 5.4
- mentions per 10K words
Takeover score 1 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo140% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo31% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo1% of assetsOver 40% of assets
- Shareholder dissentNo94% lowest supportAny vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo$2M · 72nd pctBottom quartile of its SIC industry
- Quiet on AINo5.4 per 10K words · 84th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo$38.2B market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingYes−$29M netNet sales over $10M in 12 months
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $9.2B | $9.6B | $13.6B | $17.4B | $19.9B | 14% |
| Net income | $2.2B | $1.5B | $4.4B | $4.3B | $4.4B | 2.0% |
| Operating cash flow | $3.4B | $3.8B | $5.7B | $6.7B | $6.2B | 7.5% |
| Capex | $41M | $50M | $52M | $51M | $44M | 14% |
| Stock-based comp | $88M | $88M | $93M | $133M | $148M | 11% |
| Buybacks | $1.2B | $586M | $0 | $24M | $1.9B | 7771% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $499K · 1
- Open-market sells, 12 mo
- $29M · 11
- Net
- −$29M
Pay vs performance
No pay-versus-performance disclosure yet.