Arch Capital Group Ltd (ACGL)vsCohen & Company Inc (COHN)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
COHN
Cohen & Company Inc
$23.01
-0.90%
FINANCIAL SERVICES · Cap: $57.01M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 7290% more annual revenue ($19.93B vs $269.69M). ACGL leads profitability with a 22.1% profit margin vs 5.3%. COHN trades at a lower P/E of 5.3x. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
COHN
Strong Buy68
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 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Earnings expanding 38.8% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 42 in profit
Revenue surging 493.4% year-over-year
Earnings expanding 96.8% YoY
Strong operational efficiency at 28.2%
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
5.3% margin — thin
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, Profit Margin. Profitability is solid with margins at 22.1% and operating margin at 29.5%. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : COHN
The strongest argument for COHN centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 493.4% demonstrates continued momentum.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : COHN
The primary concerns for COHN are Market Cap, Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
ACGL profiles as a mature stock while COHN is a hypergrowth play — different risk/reward profiles.
COHN carries more volatility with a beta of 1.10 — expect wider price swings.
COHN is growing revenue faster at 493.4% — sustainability is the question.
ACGL generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
ACGL scores higher overall (81/100 vs 68/100), backed by strong 22.1% margins. Both earn "Exceptional 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 & Company Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
Compare with Other INSURANCE - DIVERSIFIED Stocks
Want to dig deeper into these stocks?