Arch Capital Group Ltd (ACGL)vsFS Credit Opportunities Corp. (FSCO)
ACGL
Arch Capital Group Ltd
$94.70
+0.59%
FINANCIAL SERVICES · Cap: $33.14B
FSCO
FS Credit Opportunities Corp.
$5.23
-1.32%
FINANCIAL SERVICES · Cap: $1.07B
Smart Verdict
WallStSmart Research — data-driven comparison
ACGL leads profitability with a 24.6% profit margin vs 0.0%. FSCO trades at a lower P/E of 7.0x. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
FSCO
Avoid32
out of 100
Grade: F
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 21 in profit
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Revenue declined 3.3%
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 : FSCO
The strongest argument for FSCO centers on P/E Ratio.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth.
Bear Case : FSCO
The primary concerns for FSCO are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
ACGL profiles as a declining stock while FSCO is a value play — different risk/reward profiles.
FSCO is growing revenue faster at 0.0% — sustainability is the question.
ACGL generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACGL scores higher overall (79/100 vs 32/100), backed by strong 24.6% margins. Both earn "Strong Buy" and "Avoid" 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.
FS Credit Opportunities Corp.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
FS Credit Opportunities Corp. (FSCO) is a closed-end management investment company that specializes in delivering institutional investors access to a diversified array of credit-related assets. The firm employs a strategic investment methodology that spans various debt instruments, such as first and second lien loans, high-yield bonds, and specialty finance products, with the objective of securing attractive risk-adjusted returns. Boasting a seasoned management team and a disciplined approach, FSCO navigates complex credit markets to provide consistent income and drive long-term capital appreciation. As a key player in the alternative investment landscape, FSCO is well-positioned to leverage market dislocations while upholding stringent risk management protocols.
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