Arch Capital Group Ltd (ACGL)vsPiper Sandler Companies (PIPR)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
PIPR
Piper Sandler Companies
$86.38
-1.73%
FINANCIAL SERVICES · Cap: $6.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 949% more annual revenue ($19.93B vs $1.90B). ACGL leads profitability with a 22.1% profit margin vs 14.8%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
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
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
Revenue surging 37.6% year-over-year
Earnings expanding 65.1% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 29.8%
Areas to Watch
No major concerns identified
No major concerns identified
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 : PIPR
The strongest argument for PIPR centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 37.6% demonstrates continued momentum. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : PIPR
No major red flags identified for PIPR, but monitor valuation.
Key Dynamics to Monitor
ACGL profiles as a mature stock while PIPR is a growth play — different risk/reward profiles.
PIPR carries more volatility with a beta of 1.48 — expect wider price swings.
PIPR is growing revenue faster at 37.6% — 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 74/100), 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.
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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