ACGL
screen pass · no fair value yet — WATCHArch Capital Group Ltd.·Financial Services
Screens well, but the council hasn't valued it yet.
72/100B
Price at last run$103as of Jul 8, 2026
quality compounderHigh returns on capitalROIC ~19% — it earns well on the money it puts to work.
Generates real cash16.7% free-cash-flow yield — profits you can actually bank.
GrowingRevenue growing ~14%.
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- Paying up here — we'd want a better entry price.
- Growth slowing while the multiple stays rich.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.