ACGL vs AEE Stock Comparison

Scores Breakdown

Metric	ACGL	AEE
📈 Growth	16/30	8/30
💰 Profitability	17/20	16/20
🏦 Financial Health	18/20	12/20
💵 Valuation	14/20	12/20
⚠️ Risk (lower is better)	4/10	6/10
Overall Score	71/100	52/100

Side-by-Side Summaries

ACGL Analysis	AEE Analysis
📈 Growth & Financial Trajectory From 2024 Q3 to 2026 Q2, Revenues remained in a tight band around $4.47–$5.21B, finishing at $4.67B in 2026 Q2 (slightly below the start). The eight-quarter path shows a trough in 2025 Q3 (~~$4.51B) and a peak in 2025 Q2 (~~$5.21B), signaling modest top-line volatility rather than sustained growth. Conversely, Net Income Attributable To Parent rose from about $886M in 2024 Q3 to $1.057B in 2026 Q2, reflecting improving profitability despite revenue fluctuations. Net income growth (~+19%) over the period supports a cautious positive trajectory. 💰 Margins & Cash Flow Operating margins have been solid, frequently in the mid-20s to low-30s range (examples: 2025 Q1 ~30%, 2025 Q3 ~34%, 2024 Q4 ~14–21% depending on quarter’s mix). This indicates healthy operating leverage when revenue spikes occur. Cash flow shows robust operating activity: Net Cash Flow From Operating Activities generally around $1.1–$2.2B per quarter (e.g., 2026 Q2 ~$1.32B, 2025 Q4 ~$2.19B). Investing activities are routinely negative, with ongoing cash used for growth, while financing activity varies by quarter. Overall, cash generation supports ongoing liquidity and shareholder value. 🛡️ Balance Sheet & Liquidity Balance sheets exhibit solid liquidity and limited noncurrent leverage. Across quarters, current assets exceed current liabilities (e.g., 2026 Q2: $85.18B vs. $61.15B current liabilities), yielding a healthy current ratio (~1.4). Noncurrent liabilities are effectively zero, and equity attributable to parent sits around $24.0–$24.2B, implying durable solvency and resilience against near-term shocks. ⚠️ Key Drivers & Risks Drivers: Insurance underwriting performance, pricing discipline, and favorable catastrophe experience can sustain margins and earnings; strong capital markets support reinsurance activities. Risks: Catastrophe losses, regulatory changes, and revenue cyclicality can pressure margins and cash flows; valuation sensitivity to premiums/rates and reserve development.	📈 Growth & Financial Trajectory Over 8 quarters, Revenue moved from about $2.17B (2024Q4) to a high of about $2.70B (2025Q3) and ended around $2.09B in 2026Q2. Net income (to parent) rose from about $207M (2024Q4) to roughly $314M (2026Q2), indicating improving profitability despite revenue swings. The trend shows volatility but a constructive late-cycle improvement with strong operating performance in several quarters. 💰 Margins & Cash Flow Operating margins have hovered in the low-to-mid 20s percent on average, with standout quarters in 2025Q1–Q2 (~32–34%) and weaker margins in 2024Q3–Q4 (~9–10%). Net cash from operating activities remained positive in all periods, including a peak near $0.96B (2025Q4); investing cash flow was consistently negative, reflecting capital intensity. Financing activity varied, contributing to liquidity in several quarters. 🛡️ Balance Sheet & Liquidity Total Liabilities run in the mid-to-high $30s billions with equity around $12–14B, implying leverage near 2.5–3x. Long-term Debt remained substantial (roughly $18–20B across periods). Current assets (~~$2.0–$2.7B) vs. current liabilities (~~$3.0–$5.0B) indicate tight near-term liquidity, but the regulated earnings base provides resilience and steady cash generation. ⚠️ Key Drivers & Risks Drivers: Regulated utility framework and capital investment cycle; stable, commodity-insensitive cash flow. Risks: High leverage/interest-rate sensitivity; regulatory/regulatory cost pressures and weather-related demand variability.

ACGL Analysis

AEE Analysis

📈 Growth & Financial Trajectory

From 2024 Q3 to 2026 Q2, Revenues remained in a tight band around $4.47–$5.21B, finishing at $4.67B in 2026 Q2 (slightly below the start). The eight-quarter path shows a trough in 2025 Q3 (~~$4.51B) and a peak in 2025 Q2 (~~$5.21B), signaling modest top-line volatility rather than sustained growth. Conversely, Net Income Attributable To Parent rose from about $886M in 2024 Q3 to $1.057B in 2026 Q2, reflecting improving profitability despite revenue fluctuations. Net income growth (~+19%) over the period supports a cautious positive trajectory.

💰 Margins & Cash Flow

Operating margins have been solid, frequently in the mid-20s to low-30s range (examples: 2025 Q1 ~30%, 2025 Q3 ~34%, 2024 Q4 ~14–21% depending on quarter’s mix). This indicates healthy operating leverage when revenue spikes occur. Cash flow shows robust operating activity: Net Cash Flow From Operating Activities generally around $1.1–$2.2B per quarter (e.g., 2026 Q2 ~$1.32B, 2025 Q4 ~$2.19B). Investing activities are routinely negative, with ongoing cash used for growth, while financing activity varies by quarter. Overall, cash generation supports ongoing liquidity and shareholder value.

🛡️ Balance Sheet & Liquidity

Balance sheets exhibit solid liquidity and limited noncurrent leverage. Across quarters, current assets exceed current liabilities (e.g., 2026 Q2: $85.18B vs. $61.15B current liabilities), yielding a healthy current ratio (~1.4). Noncurrent liabilities are effectively zero, and equity attributable to parent sits around $24.0–$24.2B, implying durable solvency and resilience against near-term shocks.

⚠️ Key Drivers & Risks

Drivers: Insurance underwriting performance, pricing discipline, and favorable catastrophe experience can sustain margins and earnings; strong capital markets support reinsurance activities.
Risks: Catastrophe losses, regulatory changes, and revenue cyclicality can pressure margins and cash flows; valuation sensitivity to premiums/rates and reserve development.

📈 Growth & Financial Trajectory

Over 8 quarters, Revenue moved from about $2.17B (2024Q4) to a high of about $2.70B (2025Q3) and ended around $2.09B in 2026Q2. Net income (to parent) rose from about $207M (2024Q4) to roughly $314M (2026Q2), indicating improving profitability despite revenue swings. The trend shows volatility but a constructive late-cycle improvement with strong operating performance in several quarters.

💰 Margins & Cash Flow

Operating margins have hovered in the low-to-mid 20s percent on average, with standout quarters in 2025Q1–Q2 (~32–34%) and weaker margins in 2024Q3–Q4 (~9–10%). Net cash from operating activities remained positive in all periods, including a peak near $0.96B (2025Q4); investing cash flow was consistently negative, reflecting capital intensity. Financing activity varied, contributing to liquidity in several quarters.

🛡️ Balance Sheet & Liquidity

Total Liabilities run in the mid-to-high $30s billions with equity around $12–14B, implying leverage near 2.5–3x. Long-term Debt remained substantial (roughly $18–20B across periods). Current assets (~~$2.0–$2.7B) vs. current liabilities (~~$3.0–$5.0B) indicate tight near-term liquidity, but the regulated earnings base provides resilience and steady cash generation.

⚠️ Key Drivers & Risks

Drivers: Regulated utility framework and capital investment cycle; stable, commodity-insensitive cash flow.
Risks: High leverage/interest-rate sensitivity; regulatory/regulatory cost pressures and weather-related demand variability.

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