WallStSmart

Arch Capital Group Ltd. (ACGL)vsCrawford & Company (CRD-B)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 1424% more annual revenue ($19.23B vs $1.26B). ACGL leads profitability with a 24.4% profit margin vs 1.9%. CRD-B appears more attractively valued with a PEG of 0.90. ACGL earns a higher WallStSmart Score of 67/100 (B-).

ACGL

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 8.0Value: 7.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

CRD-B

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 6.3Quality: 5.0
Piotroski: 3/9Altman Z: 2.62

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.0/10
P/E RatioValuation
7.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
24.4%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

Operating MarginProfitability
26.6%8/10

Strong operational efficiency at 26.6%

Free Cash FlowQuality
$1.31B8/10

Generating 1.3B in free cash flow

CRD-B2 strengths · Avg: 9.0/10
EPS GrowthGrowth
76.1%10/10

Earnings expanding 76.1% YoY

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Areas to Watch

ACGL3 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-10.5%2/10

Revenue declined 10.5%

EPS GrowthGrowth
-7.1%2/10

Earnings declined 7.1%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

CRD-B4 concerns · Avg: 3.3/10
P/E RatioValuation
25.1x4/10

Moderate valuation

Market CapQuality
$562.06M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
1.9%3/10

1.9% margin — thin

Debt/EquityHealth
1.453/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull 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 : CRD-B

The strongest argument for CRD-B centers on EPS Growth, PEG Ratio. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bear Case : ACGL

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

Bear Case : CRD-B

The primary concerns for CRD-B are P/E Ratio, Market Cap, Profit Margin. Thin 1.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

ACGL profiles as a declining stock while CRD-B is a value play — different risk/reward profiles.

CRD-B carries more volatility with a beta of 0.63 — expect wider price swings.

CRD-B is growing revenue faster at -0.5% — sustainability is the question.

ACGL generates stronger free cash flow (1.3B), providing more financial flexibility.

Bottom Line

ACGL scores higher overall (67/100 vs 53/100), backed by strong 24.4% 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.

Crawford & Company

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Crawford & Company provides outsourcing and claims management solutions for carriers, brokers, and corporations in the United States, United Kingdom, Europe, Canada, Australia, and internationally. The company is headquartered in Atlanta, Georgia.

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