Arch Capital Group Ltd. (ACGL)vsTradeweb Markets Inc (TW)
ACGL
Arch Capital Group Ltd.
$96.09
-0.11%
FINANCIAL SERVICES · Cap: $33.47B
TW
Tradeweb Markets Inc
$101.44
-1.01%
FINANCIAL SERVICES · Cap: $22.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 772% more annual revenue ($19.23B vs $2.20B). TW leads profitability with a 40.7% profit margin vs 24.4%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 67/100 (B-).
ACGL
Strong Buy67
out of 100
Grade: B-
TW
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 26.6%
Generating 1.3B in free cash flow
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 43.8%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
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 24.4% and operating margin at 26.6%. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 40.7% and operating margin at 43.8%.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : TW
The primary concerns for TW are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
ACGL profiles as a declining stock while TW is a mature play — different risk/reward profiles.
TW carries more volatility with a beta of 0.63 — expect wider price swings.
TW is growing revenue faster at 9.0% — sustainability is the question.
ACGL generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
ACGL scores higher overall (67/100 vs 63/100), backed by strong 24.4% margins. Both earn "Strong Buy" and "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.
Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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