Arch Capital Group Ltd. (ACGL)vsGreenlight Capital Re Ltd (GLRE)
ACGL
Arch Capital Group Ltd.
$96.09
-0.11%
FINANCIAL SERVICES · Cap: $33.47B
GLRE
Greenlight Capital Re Ltd
$14.97
-0.33%
FINANCIAL SERVICES · Cap: $498.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 2683% more annual revenue ($19.23B vs $691.13M). ACGL leads profitability with a 24.4% profit margin vs 7.4%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 67/100 (B-).
ACGL
Strong Buy67
out of 100
Grade: B-
GLRE
Buy56
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
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 26.6%
Generating 1.3B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 22.1% YoY
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 7.3% — below average capital efficiency
7.4% margin — thin
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 24.4% and operating margin at 26.6%. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : GLRE
The strongest argument for GLRE centers on P/E Ratio, Price/Book, Debt/Equity.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : GLRE
The primary concerns for GLRE are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
ACGL profiles as a declining stock while GLRE is a value play — different risk/reward profiles.
GLRE carries more volatility with a beta of 0.34 — expect wider price swings.
GLRE is growing revenue faster at -10.3% — 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 56/100), 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.
Greenlight Capital Re Ltd
FINANCIAL SERVICES · INSURANCE - REINSURANCE · USA
Greenlight Capital Re, Ltd., is a worldwide property and casualty reinsurance company. The company is headquartered in Grand Cayman, the Cayman Islands.
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