Arch Capital Group Ltd (ACGL)vsOld National Bancorp (ONB)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
ONB
Old National Bancorp
$23.55
-1.79%
FINANCIAL SERVICES · Cap: $9.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 695% more annual revenue ($19.93B vs $2.51B). ONB leads profitability with a 30.2% profit margin vs 22.1%. ACGL appears more attractively valued with a PEG of 1.06. ONB earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
ONB
Exceptional Buy81
out of 100
Grade: A-
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
Reasonable price relative to book value
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 51.3%
Revenue surging 46.2% year-over-year
Attractively priced relative to earnings
Earnings expanding 34.1% YoY
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Weak financial health signals
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 : ONB
The strongest argument for ONB centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 30.2% and operating margin at 51.3%. Revenue growth of 46.2% demonstrates continued momentum.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : ONB
The primary concerns for ONB are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ACGL profiles as a mature stock while ONB is a growth play — different risk/reward profiles.
ONB carries more volatility with a beta of 0.83 — expect wider price swings.
ONB is growing revenue faster at 46.2% — sustainability is the question.
ACGL generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
ACGL scores higher overall (81/100 vs 81/100), backed by strong 22.1% margins. Both earn "Exceptional Buy" and "Exceptional 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.
Old National Bancorp
FINANCIAL SERVICES · BANKS - REGIONAL · USA
Old National Bancorp is the banking holding company for Old National Bank providing various financial services to individual and business clients in the United States. The company is headquartered in Evansville, Indiana.
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