WallStSmart

Arch Capital Group Ltd. (ACGL)vsMidland States Bancorp, Inc. (MSBI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 7106% more annual revenue ($19.78B vs $274.47M). ACGL leads profitability with a 24.6% profit margin vs 12.8%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 79/100 (B+).

ACGL

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

MSBI

Buy

60

out of 100

Grade: C+

Growth: 4.0Profit: 6.0Value: 5.7Quality: 4.0
Piotroski: 4/9Altman Z: -0.65

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.5/10
P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
94.6%10/10

Earnings expanding 94.6% YoY

Return on EquityProfitability
20.1%9/10

Every $100 of equity generates 20 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

MSBI2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

Areas to Watch

ACGL2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

MSBI4 concerns · Avg: 2.5/10
Market CapQuality
$596.19M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.3%3/10

ROE of 6.3% — below average capital efficiency

EPS GrowthGrowth
-71.2%2/10

Earnings declined 71.2%

Altman Z-ScoreHealth
-0.652/10

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 : MSBI

The strongest argument for MSBI centers on Price/Book, Operating Margin. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bear Case : ACGL

The primary concerns for ACGL are Revenue Growth, Altman Z-Score.

Bear Case : MSBI

The primary concerns for MSBI are Market Cap, Return on Equity, EPS Growth.

Key Dynamics to Monitor

ACGL profiles as a declining stock while MSBI is a value play — different risk/reward profiles.

MSBI carries more volatility with a beta of 0.67 — expect wider price swings.

MSBI is growing revenue faster at 14.3% — 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 60/100), backed by strong 24.6% 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.

Midland States Bancorp, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Midland States Bancorp, Inc. is a financial holding company for Midland States Bank offering various banking products and services to individuals, businesses, municipalities, and other entities. The company is headquartered in Effingham, Illinois.

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