WallStSmart

Arch Capital Group Ltd. (ACGL)vsFirst Financial Bancorp (FFBC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 2055% more annual revenue ($19.78B vs $917.75M). FFBC leads profitability with a 30.4% profit margin vs 24.6%. ACGL appears more attractively valued with a PEG of 1.06. FFBC earns a higher WallStSmart Score of 83/100 (A-).

ACGL

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 6.5
Piotroski: 5/9

FFBC

Exceptional Buy

83

out of 100

Grade: A-

Growth: 9.3Profit: 7.5Value: 7.0Quality: 4.0
Piotroski: 3/9Altman Z: -0.41

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.5/10
P/E RatioValuation
7.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
94.6%10/10

Earnings expanding 94.6% YoY

Return on EquityProfitability
21.3%9/10

Every $100 of equity generates 21 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

FFBC6 strengths · Avg: 9.7/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.4%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
37.2%10/10

Strong operational efficiency at 37.2%

Revenue GrowthGrowth
32.6%10/10

Revenue surging 32.6% year-over-year

EPS GrowthGrowth
31.5%8/10

Earnings expanding 31.5% YoY

Areas to Watch

ACGL1 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

FFBC2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.412/10

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 : FFBC

The strongest argument for FFBC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.4% and operating margin at 37.2%. Revenue growth of 32.6% demonstrates continued momentum.

Bear Case : ACGL

The primary concerns for ACGL are Revenue Growth.

Bear Case : FFBC

The primary concerns for FFBC are Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

ACGL profiles as a declining stock while FFBC is a growth play — different risk/reward profiles.

FFBC carries more volatility with a beta of 0.94 — expect wider price swings.

FFBC is growing revenue faster at 32.6% — sustainability is the question.

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

Bottom Line

FFBC scores higher overall (83/100 vs 79/100), backed by strong 30.4% margins and 32.6% revenue growth. 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.

First Financial Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

First Financial Bancorp. The company is headquartered in Cincinnati, Ohio.

Want to dig deeper into these stocks?