Arch Capital Group Ltd. (ACGL)vsJanus Henderson Group PLC (JHG)
ACGL
Arch Capital Group Ltd.
$88.34
-0.17%
FINANCIAL SERVICES · Cap: $32.03B
JHG
Janus Henderson Group PLC
$51.77
0.00%
FINANCIAL SERVICES · Cap: $7.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 525% more annual revenue ($19.78B vs $3.17B). JHG leads profitability with a 24.8% profit margin vs 24.6%. JHG appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
JHG
Strong Buy67
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
Earnings expanding 94.6% YoY
Every $100 of equity generates 20 in profit
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Revenue declined 3.3%
Distress zone — elevated risk
Earnings declined 23.2%
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 : JHG
The strongest argument for JHG centers on P/E Ratio, Debt/Equity, Profit Margin. Profitability is solid with margins at 24.8% and operating margin at 16.5%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, Altman Z-Score.
Bear Case : JHG
The primary concerns for JHG are EPS Growth.
Key Dynamics to Monitor
ACGL profiles as a declining stock while JHG is a mature play — different risk/reward profiles.
JHG carries more volatility with a beta of 1.34 — expect wider price swings.
JHG is growing revenue faster at 11.0% — sustainability is the question.
ACGL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
ACGL scores higher overall (79/100 vs 67/100), backed by strong 24.6% margins. Both earn "Strong 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.
Janus Henderson Group PLC
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Janus Henderson Group plc is an asset management portfolio entity. The company is headquartered in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
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