Arch Capital Group Ltd. (ACGL)vsCohen & Steers Inc (CNS)
ACGL
Arch Capital Group Ltd.
$96.09
-0.11%
FINANCIAL SERVICES · Cap: $33.47B
CNS
Cohen & Steers Inc
$74.95
-2.23%
FINANCIAL SERVICES · Cap: $4.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 3194% more annual revenue ($19.23B vs $583.89M). CNS leads profitability with a 28.8% profit margin vs 24.4%. ACGL appears more attractively valued with a PEG of 1.06. CNS earns a higher WallStSmart Score of 71/100 (B).
ACGL
Strong Buy67
out of 100
Grade: B-
CNS
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 26.6%
Generating 1.3B in free cash flow
Strong operational efficiency at 34.5%
Every $100 of equity generates 28 in profit
Keeps 29 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Earnings expanding 31.9% YoY
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ACGL
The strongest argument for ACGL centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 24.4% and operating margin at 26.6%. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : CNS
The strongest argument for CNS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 28.8% and operating margin at 34.5%. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : CNS
The primary concerns for CNS are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ACGL profiles as a declining stock while CNS is a mature play — different risk/reward profiles.
CNS carries more volatility with a beta of 1.20 — expect wider price swings.
CNS is growing revenue faster at 12.2% — sustainability is the question.
ACGL generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
CNS scores higher overall (71/100 vs 67/100), backed by strong 28.8% margins and 12.2% revenue growth. 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.
Cohen & Steers Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Cohen & Steers, Inc. is a publicly owned asset management portfolio company. The company is headquartered in New York, with additional offices in London, United Kingdom; Central, Hong Kong; Tokyo, Japan; and Seattle, Washington.
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