Nama Insights

Accelerant (ARX)

Financial Services · Insurance Brokers · NYSE

Accelerant (ARX) is a Financial Services company in the Insurance Brokers industry. It has a market capitalization of $4.32B, a trailing price-to-earnings ratio of 17.9 and a free-cash-flow yield of 10.7%. Over the most recent reported fiscal year, revenue grew 47.1% and free cash flow per share fell 38.8%. Nama's AI scorecard rates it Hold, 5.2 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Hold · 5.2/10
The sections balance. As of Nov 7, 2026.
Momentum
Rising · +63.9% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-36.2%
How far the last close sits under the highest price of the past five years.
Market cap$4.32B
Trailing P/E17.9
Price / book6.0
Price / sales4.0
FCF yield10.7%
Dividend yield—
Gross margin65.1%
Operating margin15.6%
Net margin-127.5%
Revenue growth (YoY)+47.1%
Revenue growth (3-yr annual)+60.4%
EPS growth (YoY)—
FCF/share growth (YoY)-38.8%
Beta—
ExchangeNYSE
SectorFinancial Services
IndustryInsurance Brokers

ARX earnings

Next report: Nov 11, 2026 (Q3 2026, EPS estimate $0.20). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 13, 2026 $0.32 $0.16 +100.0% $373.60M
Q1 2026 May 13, 2026 $0.17 $0.16 +6.2% $279.10M
Q4 2025 Mar 18, 2026 $0.23 $0.22 +4.5% $209.40M
Q3 2025 Nov 12, 2025 $0.39 $0.21 +85.7% $280.70M

ARX analyst price target

Median target $20.25 from 3 analysts, ranging $20.25 – $20.25.

Insurance Brokers peers

TickerCompanyMarket capP/E
MRSH Marsh & McLennan Companies $97.39B 19.7
AJG Arthur J. Gallagher $72.21B 22.2
AON Aon $71.03B 18.1
WTW Willis Towers Watson Public $30.33B 17.5
BRO Brown & Brown $23.92B 16.2
ERIE Erie Indemnity $14.28B 21.6
BWIN Baldwin Insurance Group $4.50B 17.4
CRVL CorVel $4.20B 169.7
Explore live ARX data on Nama Insights →

ARX FAQ

Is ARX a buy?
Nama's AI scorecard currently rates Accelerant Hold (5.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ARX's P/E ratio?
Accelerant trades at a trailing price-to-earnings ratio of 17.9.
When does ARX report earnings?
Accelerant's next scheduled report is on Nov 11, 2026. Analysts expect EPS of $0.20.
What is the ARX price target?
The median analyst price target from 3 analysts is $20.25, with a range of $20.25 – $20.25.
Is ARX Shariah compliant?
Nama's AAOIFI-style screen reads Accelerant as Not Shariah Compliant. At least one of the three ratios or the industry test failed.