Arch Capital Group Ltd (ACGL)vsNoah Holdings Ltd (NOAH)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
NOAH
Noah Holdings Ltd
$10.40
+1.46%
FINANCIAL SERVICES · Cap: $855.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 663% more annual revenue ($19.93B vs $2.61B). ACGL leads profitability with a 22.1% profit margin vs 21.4%. NOAH appears more attractively valued with a PEG of 0.75. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
NOAH
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
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
Strong operational efficiency at 35.1%
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
Earnings declined 88.2%
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 : NOAH
The strongest argument for NOAH centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.4% and operating margin at 35.1%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : NOAH
The primary concerns for NOAH are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
NOAH carries more volatility with a beta of 0.77 — expect wider price swings.
NOAH is growing revenue faster at 12.5% — sustainability is the question.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACGL scores higher overall (81/100 vs 72/100), 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.
Noah Holdings Ltd
FINANCIAL SERVICES · ASSET MANAGEMENT · China
Noah Holdings Limited, is a provider of wealth and asset management services with a focus on investment and asset allocation services for high-net-worth individuals and companies in mainland China, Hong Kong and internationally. The company is headquartered in Shanghai, the People's Republic of China.
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