Arch Capital Group Ltd. (ACGL)vsNomura Holdings Inc ADR (NMR)
ACGL
Arch Capital Group Ltd.
$93.80
-0.76%
FINANCIAL SERVICES · Cap: $33.09B
NMR
Nomura Holdings Inc ADR
$7.90
-3.19%
FINANCIAL SERVICES · Cap: $22.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Nomura Holdings Inc ADR generates 10861% more annual revenue ($2.17T vs $19.78B). ACGL leads profitability with a 24.6% profit margin vs 16.7%. NMR appears more attractively valued with a PEG of 0.82. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
NMR
Strong Buy72
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 21 in profit
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 27.5% year-over-year
Areas to Watch
Revenue declined 3.3%
4.5% earnings growth
Negative free cash flow — burning cash
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 : NMR
The strongest argument for NMR centers on P/E Ratio, Price/Book, PEG Ratio. Profitability is solid with margins at 16.7% and operating margin at 18.7%. Revenue growth of 27.5% demonstrates continued momentum.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth.
Bear Case : NMR
The primary concerns for NMR are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
ACGL profiles as a declining stock while NMR is a growth play — different risk/reward profiles.
NMR carries more volatility with a beta of 0.61 — expect wider price swings.
NMR is growing revenue faster at 27.5% — 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 72/100), 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.
Nomura Holdings Inc ADR
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Nomura Holdings, Inc. provides various financial services to individuals, corporations, financial institutions, governments, and government agencies worldwide. The company is headquartered in Tokyo, Japan.
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