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ARXAccelerant Holdings
$13.47$2.9B
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  4. Financial Ratios

Accelerant Holdings (ARX) Financial Ratios

Latest Ratios: P/E Ratio -1.8x · EV/EBITDA N/A · ROE -234.8%. (2021–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ARX Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Market Cap$2.9B$3.1B————
Enterprise Value$1.3B$1.4B————
P/E Ratio →-1.80—————
P/S Ratio3.343.54————
P/B Ratio3.534.28————
P/FCF7.287.71————
P/OCF6.606.99————

P/E links to full P/E history page with 30-year chart

ARX EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
EV / Revenue—1.63————
EV / EBITDA——————
EV / EBIT——————
EV / FCF—3.55————

ARX Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Gross Margin67.7%67.7%58.4%60.5%36.9%61.5%
Operating Margin-150.3%-150.3%5.4%-13.3%-39.6%-19.4%
Net Profit Margin-154.0%-154.0%4.6%-14.8%-43.0%-20.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
ROE-234.8%-234.8%7.6%-15.3%-30.3%-8.4%
ROA-18.9%-18.9%0.6%-1.6%-5.5%-1.9%
ROIC————-1505.4%-365.9%
ROCE-40.0%-40.0%0.7%-1.6%-5.5%-1.9%

ARX Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Debt / Equity0.170.170.280.420.290.19
Debt / EBITDA——2.07———
Net Debt / Equity—-2.31-2.59-2.28-0.99-0.98
Net Debt / EBITDA——-18.84———
Debt / FCF—-4.16-1.47-2.55-8.86-2.57
Interest Coverage-18.16-18.161.99-1.91-19.07-5.90

Net cash position: cash ($1.8B) exceeds total debt ($121M)

ARX Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Current Ratio1.081.089.6932.488.8911.28
Quick Ratio1.081.089.6932.488.8911.28
Cash Ratio0.350.352.387.752.243.93
Asset Turnover—0.110.100.090.100.09
Inventory Turnover——————
Days Sales Outstanding——————

ARX Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Dividend Yield——————
Payout Ratio——————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021
Earnings Yield——————
FCF Yield13.7%13.0%————
Buyback Yield6.0%5.6%————
Total Shareholder Yield6.0%5.6%————
Shares Outstanding—$190M$217M$217M$166M$217M

Key Metrics

Growth RegimeExpanding
ProfitabilityStrained
Balance SheetStrained
Cash FlowMixed
Top Statement Risk

Underwriting and reserve volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Amidst Unproven Profitability

Based on a P/B ratio of 3.60, Accelerant Holdings commands a significant valuation premium compared to established reinsurers like Arch Capital, which trades at 1.52x, suggesting that investors are pricing in future platform network effects rather than current underwriting performance or tangible book value growth.

The current P/B multiple appears to reflect high expectations for the company's proprietary data-ingestion loop rather than its historical ROE, which has struggled to remain consistently positive. Investors should monitor whether this valuation can be sustained if the underwriting segment continues to exhibit the volatility seen in recent quarters.

Combined Ratio Volatility Signals Instability

As reported in quarterly financial data, the combined ratio has fluctuated wildly from 5.8% in 2025Q3 to 101.1% in 2025Q4, indicating that the company's underwriting profitability remains highly sensitive to claims spikes and the inherent risks of its MGA-sourced business model.

A combined ratio exceeding 100% suggests that the company is currently failing to generate an underwriting profit, which is the core engine for long-term insurance sustainability. This volatility warrants further investigation into whether the data-driven underwriting edge is effectively mitigating adverse selection or merely masking it through aggressive reinsurance ceding.

Capital Constraints Under Rapid Expansion

According to balance sheet figures, the company's rapid asset growth to $8.6 billion against a thin equity base of $692.6 million suggests that underwriting leverage is becoming increasingly strained, potentially limiting the firm's capacity to absorb future underwriting shocks without additional capital injections.

The reliance on external funding and reinsurance support to maintain this scale appears to be a structural necessity rather than a choice. Analysts should monitor the premium-to-surplus ratio closely, as any further deterioration in equity could trigger rating agency concerns regarding the company's long-term solvency.

Misapplication of Traditional P/E Metrics

The P/E ratio is frequently misapplied to Accelerant Holdings, as the company's current negative earnings and heavy investment in platform infrastructure render traditional valuation multiples largely meaningless for assessing the underlying value of its proprietary SME data-clearing house architecture.

Investors should instead focus on the trajectory of exchange fee growth and the loss ratio stability as more accurate proxies for the company's long-term viability. Relying on P/E in this context obscures the significant capital expenditure required to build the exchange, which is currently depressing net income and distorting the true economic performance of the business.

Download Financial Ratios Data

Includes 30+ ratios · 5 years · Updated daily

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ARX — Frequently Asked Questions

Quick answers to the most common questions about buying ARX stock.

What is Accelerant Holdings's P/E ratio?

Accelerant Holdings's current P/E ratio is -1.8x. This places it at the 50th percentile of its historical range.

What is Accelerant Holdings's ROE?

Accelerant Holdings's return on equity (ROE) is -234.8%. The historical average is -56.2%.

Is ARX stock overvalued?

Based on historical data, Accelerant Holdings is trading at a P/E of -1.8x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Accelerant Holdings's profit margins?

Accelerant Holdings has 67.7% gross margin and -150.3% operating margin.