ARX
Accelerant Holdings
Insurance - Brokers
Market Cap$1.45B
5Y Perf.-12.5%
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Stock Comparison
ARX vs RNR
Revenue, margins, valuation, and 5-year total return — side by side.
RNR
RenaissanceRe Holdings Ltd.
Insurance - Reinsurance
Market Cap$12.98B
5Y Perf.+12.8%
ARX vs RNR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ARX | RNR |
|---|---|---|
| Industry | Insurance - Brokers | Insurance - Reinsurance |
| Market Cap | $1.45B | $12.98B |
| Revenue (TTM) | $796M | $11.49B |
| Net Income (TTM) | $-1.43B | $3.09B |
| Gross Margin | 67.1% | 44.6% |
| Operating Margin | -166.0% | 35.5% |
| Forward P/E | 19.9x | 7.7x |
| Total Debt | $121M | $2.33B |
| Cash & Equiv. | $1.80B | $1.73B |
Quick Verdict: ARX vs RNR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: RNR leads in 7 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
ARX
Accelerant Holdings
The Insurance Play
In this particular matchup, ARX is outpaced on most metrics by others in the set.
Best for: financial services exposure
RNR
RenaissanceRe Holdings Ltd.
The Insurance Pick
RNR carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 9.4%, EPS growth 60.8%, 3Y rev CAGR 36.2%
- 176.9% 10Y total return vs ARX's -48.8%
- Lower volatility, beta -0.03, Low D/E 12.1%, current ratio 5.03x
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | RNR | 9.4% revenue growth vs ARX's -11.6% |
| Value | RNR | Lower P/E (7.7x vs 19.9x) |
| Quality / Margins | RNR | Combined ratio 0.7 vs ARX's 3.6 (lower = better underwriting) |
| Stability / Safety | RNR | Lower D/E ratio (12.1% vs 16.7%) |
| Dividends | RNR | 0.6% yield; 1-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | RNR | +21.9% vs ARX's -48.8% |
| Efficiency (ROA) | RNR | 5.7% ROA vs ARX's -18.8% |
ARX vs RNR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
ARX vs RNR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLRNRLAGGINGARX
ARXAccelerant Holdings
0leads
RNRRenaissanceRe Holding…
4leads
6 Total Categories
CATEGORYLEADERvs ARXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
RNR3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
RNR6/8
Total Returns1Y, 3Y, 5Y total returns with dividends
RNR6/6
Risk & VolatilityBeta, volatility, and downside exposure
RNR2/2
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
Evenly matched — ARX and RNR each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
RNR is the larger business by revenue, generating $11.5B annually — 14.4x ARX's $796M. RNR is the more profitable business, keeping 26.9% of every revenue dollar as net income compared to ARX's -179.0%. On growth, ARX holds the edge at -15.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ARXAccelerant Holdin… | RNRRenaissanceRe Hol… |
|---|---|---|
| RevenueTrailing 12 months | $796M | $11.5B |
| EBITDAEarnings before interest/tax | -$1.3B | $4.1B |
| Net IncomeAfter-tax profit | -$1.4B | $3.1B |
| Free Cash FlowCash after capex | $445M | $4.2B |
| Gross MarginGross profit ÷ Revenue | +67.1% | +44.6% |
| Operating MarginEBIT ÷ Revenue | -166.0% | +35.5% |
| Net MarginNet income ÷ Revenue | -179.0% | +26.9% |
| FCF MarginFCF ÷ Revenue | +55.9% | +36.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -15.0% | -36.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -100.0% | +100.9% |
Evenly matched — ARX and RNR each lead in 3 of 6 comparable metrics.
Valuation Metrics
RNR leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
| Metric | ARXAccelerant Holdin… | RNRRenaissanceRe Hol… |
|---|---|---|
| Market CapShares × price | $1.5B | $13.0B |
| Enterprise ValueMkt cap + debt − cash | -$224M | $13.6B |
| Trailing P/EPrice ÷ TTM EPS | -1.81x | 5.31x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.92x | 7.66x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.18x |
| EV / EBITDAEnterprise value multiple | — | 3.38x |
| Price / SalesMarket cap ÷ Revenue | 2.81x | 1.02x |
| Price / BookPrice ÷ Book value/share | 3.55x | 0.70x |
| Price / FCFMarket cap ÷ FCF | 3.27x | 3.51x |
RNR leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
RNR leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
RNR delivers a 16.6% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $-2 for ARX. RNR carries lower financial leverage with a 0.12x debt-to-equity ratio, signaling a more conservative balance sheet compared to ARX's 0.17x. On the Piotroski fundamental quality scale (0–9), RNR scores 8/9 vs ARX's 5/9, reflecting strong financial health.
| Metric | ARXAccelerant Holdin… | RNRRenaissanceRe Hol… |
|---|---|---|
| ROE (TTM)Return on equity | -2.5% | +16.6% |
| ROA (TTM)Return on assets | -18.8% | +5.7% |
| ROICReturn on invested capital | — | +16.0% |
| ROCEReturn on capital employed | -18.4% | +10.7% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.17x | 0.12x |
| Net DebtTotal debt minus cash | -$1.7B | $598M |
| Cash & Equiv.Liquid assets | $1.8B | $1.7B |
| Total DebtShort + long-term debt | $121M | $2.3B |
| Interest CoverageEBIT ÷ Interest expense | 0.05x | 33.28x |
RNR leads this category, winning 6 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
RNR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in RNR five years ago would be worth $18,705 today (with dividends reinvested), compared to $5,117 for ARX. Over the past 12 months, RNR leads with a +21.9% total return vs ARX's -48.8%. The 3-year compound annual growth rate (CAGR) favors RNR at 13.4% vs ARX's -20.0% — a key indicator of consistent wealth creation.
| Metric | ARXAccelerant Holdin… | RNRRenaissanceRe Hol… |
|---|---|---|
| YTD ReturnYear-to-date | -13.1% | +10.6% |
| 1-Year ReturnPast 12 months | -48.8% | +21.9% |
| 3-Year ReturnCumulative with dividends | -48.8% | +45.7% |
| 5-Year ReturnCumulative with dividends | -48.8% | +87.1% |
| 10-Year ReturnCumulative with dividends | -48.8% | +176.9% |
| CAGR (3Y)Annualised 3-year return | -20.0% | +13.4% |
RNR leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
RNR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
RNR is the less volatile stock with a -0.03 beta — it tends to amplify market swings less than ARX's 0.44 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. RNR currently trades 94.5% from its 52-week high vs ARX's 43.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ARXAccelerant Holdin… | RNRRenaissanceRe Hol… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.44x | -0.03x |
| 52-Week HighHighest price in past year | $31.18 | $318.20 |
| 52-Week LowLowest price in past year | $9.18 | $231.17 |
| % of 52W HighCurrent price vs 52-week peak | +43.5% | +94.5% |
| RSI (14)Momentum oscillator 0–100 | 45.5 | 46.9 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 303K |
RNR leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates ARX as "Buy" and RNR as "Hold". Consensus price targets imply 22.4% upside for ARX (target: $17) vs 2.5% for RNR (target: $308). RNR is the only dividend payer here at 0.55% yield — a key consideration for income-focused portfolios.
| Metric | ARXAccelerant Holdin… | RNRRenaissanceRe Hol… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $16.60 | $308.33 |
| # AnalystsCovering analysts | 9 | 28 |
| Dividend YieldAnnual dividend ÷ price | — | +0.6% |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | $1.67 |
| Buyback YieldShare repurchases ÷ mkt cap | +12.1% | +12.3% |
Insufficient data to determine a leader in this category.
Key Takeaway
RNR leads in 4 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 1 category is tied.
Best OverallRenaissanceRe Holdings Ltd. (RNR)Leads 4 of 6 categories
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ARX vs RNR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ARX or RNR a better buy right now?
For growth investors, RenaissanceRe Holdings Ltd.
(RNR) is the stronger pick with 9. 4% revenue growth year-over-year, versus -11. 6% for Accelerant Holdings (ARX). RenaissanceRe Holdings Ltd. (RNR) offers the better valuation at 5. 3x trailing P/E (7. 7x forward), making it the more compelling value choice. Analysts rate Accelerant Holdings (ARX) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ARX or RNR?
On forward P/E, RenaissanceRe Holdings Ltd.
is actually cheaper at 7. 7x.
03Which is the better long-term investment — ARX or RNR?
Over the past 5 years, RenaissanceRe Holdings Ltd.
(RNR) delivered a total return of +87. 1%, compared to -48. 8% for Accelerant Holdings (ARX). Over 10 years, the gap is even starker: RNR returned +176. 9% versus ARX's -48. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ARX or RNR?
By beta (market sensitivity over 5 years), RenaissanceRe Holdings Ltd.
(RNR) is the lower-risk stock at -0. 03β versus Accelerant Holdings's 0. 44β — meaning ARX is approximately -1475% more volatile than RNR relative to the S&P 500. On balance sheet safety, RenaissanceRe Holdings Ltd. (RNR) carries a lower debt/equity ratio of 12% versus 17% for Accelerant Holdings — giving it more financial flexibility in a downturn.
05Which is growing faster — ARX or RNR?
By revenue growth (latest reported year), RenaissanceRe Holdings Ltd.
(RNR) is pulling ahead at 9. 4% versus -11. 6% for Accelerant Holdings (ARX). On earnings-per-share growth, the picture is similar: RenaissanceRe Holdings Ltd. grew EPS 60. 8% year-over-year, compared to -54. 5% for Accelerant Holdings. Over a 3-year CAGR, RNR leads at 36. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ARX or RNR?
RenaissanceRe Holdings Ltd.
(RNR) is the more profitable company, earning 21. 0% net margin versus -275. 8% for Accelerant Holdings — meaning it keeps 21. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RNR leads at 31. 5% versus -255. 8% for ARX. At the gross margin level — before operating expenses — ARX leads at 60. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ARX or RNR more undervalued right now?
On forward earnings alone, RenaissanceRe Holdings Ltd.
(RNR) trades at 7. 7x forward P/E versus 19. 9x for Accelerant Holdings — 12. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ARX: 22. 4% to $16. 60.
08Which pays a better dividend — ARX or RNR?
In this comparison, RNR (0.
6% yield) pays a dividend. ARX does not pay a meaningful dividend and should not be held primarily for income.
09Is ARX or RNR better for a retirement portfolio?
For long-horizon retirement investors, RenaissanceRe Holdings Ltd.
(RNR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 03), 0. 6% yield, +176. 9% 10Y return). Both have compounded well over 10 years (RNR: +176. 9%, ARX: -48. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ARX and RNR?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: ARX is a small-cap quality compounder stock; RNR is a mid-cap deep-value stock. RNR pays a dividend while ARX does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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