Arch Capital Group Ltd. (ACGL)vsCohen & Steers Inc (CNS)
ACGL
Arch Capital Group Ltd.
$88.34
-0.17%
FINANCIAL SERVICES · Cap: $32.03B
CNS
Cohen & Steers Inc
$73.94
+0.54%
FINANCIAL SERVICES · Cap: $3.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 3386% more annual revenue ($19.78B vs $567.29M). CNS leads profitability with a 27.5% profit margin vs 24.6%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
CNS
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 94.6% YoY
Every $100 of equity generates 20 in profit
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 34.4%
Every $100 of equity generates 28 in profit
Keeps 28 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
Revenue declined 3.3%
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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 : CNS
The strongest argument for CNS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 34.4%.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, Altman Z-Score.
Bear Case : CNS
The primary concerns for CNS are PEG Ratio, P/E 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 1.23 — expect wider price swings.
CNS is growing revenue faster at 8.3% — 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 62/100), backed by strong 24.6% margins. Both earn "Strong Buy" and "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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