WallStSmart

Arch Capital Group Ltd. (ACGL)vsFirst Western Financial Inc (MYFW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 17930% more annual revenue ($19.23B vs $106.67M). ACGL leads profitability with a 24.4% profit margin vs 17.3%. ACGL trades at a lower P/E of 7.7x. ACGL earns a higher WallStSmart Score of 67/100 (B-).

ACGL

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 8.0Value: 7.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

MYFW

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.5Value: 6.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.78

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.0/10
P/E RatioValuation
7.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
24.4%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

Operating MarginProfitability
26.6%8/10

Strong operational efficiency at 26.6%

Free Cash FlowQuality
$1.31B8/10

Generating 1.3B in free cash flow

MYFW6 strengths · Avg: 8.8/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

EPS GrowthGrowth
119.2%10/10

Earnings expanding 119.2% YoY

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Operating MarginProfitability
26.0%8/10

Strong operational efficiency at 26.0%

Revenue GrowthGrowth
27.7%8/10

Revenue surging 27.7% year-over-year

Areas to Watch

ACGL3 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-10.5%2/10

Revenue declined 10.5%

EPS GrowthGrowth
-7.1%2/10

Earnings declined 7.1%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

MYFW3 concerns · Avg: 2.7/10
Market CapQuality
$306.23M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.7%3/10

ROE of 5.7% — below average capital efficiency

Altman Z-ScoreHealth
-0.782/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ACGL

The strongest argument for ACGL centers on P/E Ratio, Price/Book, 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 : MYFW

The strongest argument for MYFW centers on Price/Book, EPS Growth, Debt/Equity. Profitability is solid with margins at 17.3% and operating margin at 26.0%. Revenue growth of 27.7% demonstrates continued momentum.

Bear Case : ACGL

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

Bear Case : MYFW

The primary concerns for MYFW are Market Cap, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

ACGL profiles as a declining stock while MYFW is a growth play — different risk/reward profiles.

MYFW carries more volatility with a beta of 0.71 — expect wider price swings.

MYFW is growing revenue faster at 27.7% — 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 66/100), backed by strong 24.4% 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.

First Western Financial Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, home loan, and institutional asset management services. The company is headquartered in Denver, Colorado.

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