Arch Capital Group Ltd (ACGL)vsHamilton Insurance Group, Ltd. (HG)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
HG
Hamilton Insurance Group, Ltd.
$31.95
-1.84%
FINANCIAL SERVICES · Cap: $3.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 584% more annual revenue ($19.93B vs $2.91B). ACGL leads profitability with a 22.1% profit margin vs 19.8%. HG trades at a lower P/E of 5.8x. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
HG
Strong Buy77
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 33 in profit
Earnings expanding 433.3% YoY
Strong operational efficiency at 26.9%
Revenue surging 29.4% year-over-year
Areas to Watch
No major concerns identified
Weak financial health signals
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 : HG
The strongest argument for HG centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 19.8% and operating margin at 26.9%. Revenue growth of 29.4% demonstrates continued momentum.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : HG
The primary concerns for HG are Piotroski F-Score.
Key Dynamics to Monitor
ACGL profiles as a mature stock while HG is a growth play — different risk/reward profiles.
HG carries more volatility with a beta of 0.67 — expect wider price swings.
HG is growing revenue faster at 29.4% — 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 77/100), 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.
Hamilton Insurance Group, Ltd.
FINANCIAL SERVICES · INSURANCE - REINSURANCE · USA
Hamilton Insurance Group, Ltd., engages in underwriting specialty insurance and reinsurance risks in Bermuda and internationally. The company is headquartered in Pembroke, Bermuda with additional locations in Dublin, Ireland; London, United Kingdom; Miami, Florida; New York, New York; and Glen Allen, Virginia.
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