The Filing Desk

Arch Capital Group vs Fidelity National Financial

Arch Capital Group ACGL · Fidelity National Financial FNF · Property & Casualty Insurance

Arch Capital Group reported revenue of $19.9 billion in fiscal 2025, 1.4 times Fidelity National Financial's $14.4 billion in fiscal 2025. Arch Capital Group's revenue grew 14.3% in its latest year, and Fidelity National Financial's grew 5.6%.

Side by side

Arch Capital GroupFidelity National Financial
Latest fiscal yearFY2025, Dec 31, 2025FY2025, Dec 31, 2025
Revenue$19.9B$14.4B
Revenue growth14.3%5.6%
Revenue growth a year, last 5 years18.6%6.0%
Gross margin——
Operating margin——
Net margin22.1%4.2%
Free cash flow$6.1B—
Free cash flow margin30.8%—
Return on capital——
Net debt to EBITDA—−0.1x
Dividends and buybacks$1.9B$797M
Change in diluted share count−1.6%−0.4%
Last close$102.34$39.94
P/E at the last close8.0×13.9×
Insider trades, last 12 monthsbought $498,677, sold $29.2 millionsold $7.9 million
Piotroski F-score——
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.

Ten years

Revenue
US$ billions, fiscal years
Arch Capital GroupFidelity National Financial
Operating margin
Percent of revenue
Arch Capital GroupFidelity National Financial
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Arch Capital GroupFidelity National Financial

Start a new comparison

Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Arch Capital Group and Fidelity National Financial pages.