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Accelerant Holdings ARX R3KFINANCIAL

Financial Services · Insurance Brokers · Cayman Islands
https://www.accelerant.ai
Company Profile ↓
$19.84
-31.11% 1Y
Mkt Cap$2.35B
P/E-3.15
P/B6.00
52W High$30.05
52W Low$9.36
Book Value$3.31
EPS (TTM)$-6.30

Company Overview

Accelerant Holdings, together with its subsidiaries, operates a data-driven risk exchange that connects selected specialty insurance underwriters with risk capital partners. It operates through Exchange Services, MGA Operations, and Underwriting segments. The Exchange Services segment consists of risk exchange, its operating platform that incorporates various technology, data ingestion, and agency operations that serve the needs of its members and risk capital partners. Its Risk capital partners write premiums directly through the Risk Exchange pay us a fixed-percentage, volume-based fee for sourcing, managing, and monitoring the business they write. The MGA Operations segment includes the fees earned by members, predominantly for originating and underwriting a portfolio of insurance policies, reduced by the expenses associated with providing services. The Underwriting segment is involved in underwriting insurance policies and assumption of reinsurance policies issued or accepted by consolidated insurance and reinsurance companies. The activities of insurance companies include property and casualty insurance, policy issuance, and reinsurance arrangements. It serves small-to-medium sized commercial clients primarily in the United States, Europe, Canada, Australia, and the United Kingdom. Accelerant Holdings was founded in 2018 and is based in Grand Cayman, Cayman Islands.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 62.9% CAGR over the past five years.

Healthy Margins

Operating margin of 15.6% supports profitability.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.16.

Recent Developments

  • Dec 2025 Revenue of $912.90M (+51.5% YoY); net profit $-1.43B.
  • Trailing 12 Months Year-on-year growth — revenue +57.2%, earnings +800.0%.
  • 5-Year Trend Long-term compounding — revenue CAGR 62.9%.

Growth & Price Performance

Compounded Sales Growth

5 Years:62.90%
1 Year:57.20%

Compounded Profit Growth

5 Years:-
1 Year:800.00%

Stock Price Performance

1 Year:-31.11%
6 Months:+81.35%
3 Months:+38.55%
1 Month:+59.23%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 51% of range
$9.36 $30.05
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)76.48 · Overbought
Price Performance
1M+59.23%
3M+38.55%
6M+81.35%
1Y-31.11%

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 62.9% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Trading 34.0% below its 52-week high.
  • RSI at 76 suggests overbought conditions.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
-3.15
Industry PE
12.89
Forward P/E
21.11
PEG Ratio
-
Book Value
$3.31
Price to Book
6.00
P/S
4.02
EV/EBITDA
25.57
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
62.90%
Profit 5Y
-
Revenue (YoY)
57.20%
Earnings (YoY)
800.00%

Profitability & Returns

ROCE
-
ROE
-
ROA
0.54%
Profit Margin
-
Op Margin
15.60%
Gross Margin
65.06%
EPS (Latest Qtr)
$-0.02
EPS (TTM)
$-6.30

Balance Sheet & Liquidity

Debt/Equity
0.16
Quick Ratio
11.06
Current Ratio
11.33
Debt
$120.10M
Total Assets
$8.60B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
48.48%
Chg in Prom Hold
0.04%
FII / Inst Holding
59.68%
Chg in FII Hold
0.05%

Financial Snapshot

Enterprise Value
$2.35B
Total Revenue (TTM)
$1.07B
EBITDA
$109.40M
Free Cash Flow
$-1.48B
Operating Cash Flow
$45.80M
Shares Outstanding
118.55M
Gross Margin
65.06%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ARX Accelerant Holdings R3KFINANCIAL 19.84 -3.15 $2.35B 0.00% - - 62.90% -
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 353.51 15.15 $939.70B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 505.83 12.72 $712.23B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 368.64 31.35 $628.20B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 570.89 31.44 $496.37B 0.62% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.39 14.41 $436.28B 2.04% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 757,791.00 12.71 $370.14B 0.00% - 12.12% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 106.26 15.18 $363.70B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 216.24 17.48 $339.62B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue 130.10M153.70M178.00M219.10M267.40M273.30M
Net Income -9.00M8.10M-8.80M-1.37B-
Diluted EPS -0.050.040.030.04-6.99-0.02

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Revenue 344.00M602.60M912.90M
Net Income -48.80M27.20M-1.43B
Diluted EPS -0.290.14-7.49

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Total Assets -6.09B8.26B
Total Equity -304.30M697.70M
Cash & Equivalents 775.40M1.23B1.72B
Long Term Debt -121.40M121.30M
Total Liabilities -5.67B7.54B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2023Dec 2024Dec 2025
Operating Cash Flow 290.00M785.70M445.10M
Investing Cash Flow -12.60M-380.10M-173.60M
Financing Cash Flow 10.30M110.30M205.80M

Ratios (Annual)

Figures in %.

Metric Dec 2023Dec 2024Dec 2025
Gross Margin % ---
Operating Margin % ---
Net Margin % -14.2%4.5%-156.1%
ROE % -8.9%-204.2%
ROCE % ---

Shareholding Pattern

Insiders
48.48%
Institutions
59.68%
Public Float
115.84%

Top Institutional Holders

#Holder% HeldSharesValue
1 SECURITY BENEFIT LIFE INSURANCE CO 4.95% 5.87M $115.33M
2 FMR, LLC 4.75% 5.63M $110.66M
3 Capital World Investors 3.90% 4.63M $90.96M
4 Keenan Capital, LLC 3.37% 3.99M $78.50M
5 American Century Companies Inc 3.27% 3.88M $76.23M
6 Gilder Gagnon Howe & Co LLC 3.15% 3.73M $73.37M
7 Blackrock Inc. 2.95% 3.50M $68.74M
8 Barings LLC 2.64% 3.13M $61.51M
9 Azora Capital Lp 2.57% 3.05M $59.96M
10 Vanguard Portfolio Management LLC 2.04% 2.42M $47.54M

Analyst View

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Latest News

Recent headlines for ARX

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Google News Fri, 04 Sep 2026

Accelerant’s Take-Private Deal Raises a Bigger Question for Insurance Stocks - finance.yahoo.com

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ARX — Frequently Asked Questions

What is the current share price of Accelerant Holdings (ARX)?

As of 2026-09-19 21:16 PDT, Accelerant Holdings (ARX) trades at $19.84 on NYSE. Its 52-week range is $9.36 to $30.05.

What is the market capitalisation of ARX?

Accelerant Holdings (ARX) has a market capitalisation of $2.35B on NYSE.

What is the P/E ratio of ARX?

ARX trades at a trailing price-to-earnings (P/E) ratio of -3.15. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 6.00.

Is ARX a good stock to buy?

This page provides a data-driven analysis of Accelerant Holdings (ARX), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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