Arch Capital Group Ltd. (ACGL)vsPiper Sandler Companies (PIPR)
ACGL
Arch Capital Group Ltd.
$92.04
+1.81%
FINANCIAL SERVICES · Cap: $32.03B
PIPR
Piper Sandler Companies
$80.05
-0.51%
FINANCIAL SERVICES · Cap: $5.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 881% more annual revenue ($19.78B vs $2.02B). ACGL leads profitability with a 24.6% profit margin vs 14.0%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
PIPR
Strong Buy68
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 20 in profit
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 21 in profit
Strong operational efficiency at 21.8%
Areas to Watch
Revenue declined 3.3%
Distress zone — elevated risk
1.1% earnings growth
Weak financial health signals
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 : PIPR
The strongest argument for PIPR centers on Revenue Growth, Debt/Equity, Return on Equity. Revenue growth of 32.8% demonstrates continued momentum. PEG of 1.26 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 : PIPR
The primary concerns for PIPR are EPS Growth, Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
ACGL profiles as a declining stock while PIPR is a growth play — different risk/reward profiles.
PIPR carries more volatility with a beta of 1.42 — expect wider price swings.
PIPR is growing revenue faster at 32.8% — 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 68/100), 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.
Piper Sandler Companies
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Piper Sandler Companies is an investment bank and institutional securities firm serving corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. The company is headquartered in Minneapolis, Minnesota.
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