ACGLARCH CAPITAL GROUP LTD.
Fire, Marine & Casualty Insurance
- Revenue
- $19.9B
- 14% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear140% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear31% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
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
- $0 · 0
- Open-market sells, 12 mo
- $3M · 2
- Net
- −$3M
Pay vs performance
No pay-versus-performance disclosure yet.