Arch Capital Group Ltd. (ACGL)vsPiper Sandler Companies (PIPR)
ACGL
Arch Capital Group Ltd.
$98.48
-0.82%
FINANCIAL SERVICES · Cap: $34.28B
PIPR
Piper Sandler Companies
$74.79
+0.52%
FINANCIAL SERVICES · Cap: $5.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 809% more annual revenue ($19.23B vs $2.12B). ACGL leads profitability with a 24.4% profit margin vs 14.5%. ACGL appears more attractively valued with a PEG of 1.06. PIPR earns a higher WallStSmart Score of 74/100 (B).
ACGL
Strong Buy67
out of 100
Grade: B-
PIPR
Strong Buy74
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
Every $100 of equity generates 20 in profit
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 26.6%
Earnings expanding 59.7% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Strong operational efficiency at 21.6%
Revenue surging 24.9% year-over-year
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
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, Return on Equity. 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 : PIPR
The strongest argument for PIPR centers on EPS Growth, Debt/Equity, Return on Equity. Revenue growth of 24.9% 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, EPS Growth, Altman Z-Score.
Bear Case : PIPR
The primary concerns for PIPR are 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 1.43 — expect wider price swings.
PIPR is growing revenue faster at 24.9% — sustainability is the question.
ACGL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PIPR scores higher overall (74/100 vs 67/100) and 24.9% revenue growth. 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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