WallStSmart

Arch Capital Group Ltd. (ACGL)vsByline Bancorp Inc (BY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 4576% more annual revenue ($19.78B vs $422.94M). BY leads profitability with a 33.0% profit margin vs 24.6%. ACGL trades at a lower P/E of 7.0x. ACGL earns a higher WallStSmart Score of 79/100 (B+).

ACGL

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

BY

Strong Buy

66

out of 100

Grade: B-

Growth: 8.0Profit: 7.5Value: 6.7Quality: 4.8
Piotroski: 4/9Altman Z: -0.10

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.5/10
P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
94.6%10/10

Earnings expanding 94.6% YoY

Return on EquityProfitability
20.1%9/10

Every $100 of equity generates 20 in profit

Profit MarginProfitability
24.6%9/10

Keeps 25 of every $100 in revenue as profit

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

BY5 strengths · Avg: 9.6/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.0%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
48.4%10/10

Strong operational efficiency at 48.4%

EPS GrowthGrowth
29.7%8/10

Earnings expanding 29.7% YoY

Areas to Watch

ACGL2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

BY2 concerns · Avg: 2.5/10
Market CapQuality
$1.49B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.102/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ACGL

The strongest argument for ACGL centers on P/E Ratio, Price/Book, EPS Growth. Profitability is solid with margins at 24.6% and operating margin at 25.3%. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bull Case : BY

The strongest argument for BY centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.0% and operating margin at 48.4%. Revenue growth of 13.8% demonstrates continued momentum.

Bear Case : ACGL

The primary concerns for ACGL are Revenue Growth, Altman Z-Score.

Bear Case : BY

The primary concerns for BY are Market Cap, Altman Z-Score.

Key Dynamics to Monitor

ACGL profiles as a declining stock while BY is a mature play — different risk/reward profiles.

BY carries more volatility with a beta of 0.75 — expect wider price swings.

BY is growing revenue faster at 13.8% — sustainability is the question.

ACGL generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

ACGL scores higher overall (79/100 vs 66/100), backed by strong 24.6% margins. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Arch Capital Group Ltd.

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

Arch Capital Group Ltd., offers insurance, reinsurance and mortgage products worldwide. The company is headquartered in Pembroke, Bermuda.

Byline Bancorp Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Byline Bancorp, Inc. is the banking holding company for Byline Bank offering a range of banking products and services to small and medium-sized businesses, commercial and financial real estate sponsors, and consumers in the United States. The company is headquartered in Chicago, Illinois.

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