Arch Capital Group Ltd. (ACGL)vsBerkshire Hathaway Inc (BRK-A)
ACGL
Arch Capital Group Ltd.
$96.89
+0.20%
FINANCIAL SERVICES · Cap: $33.47B
BRK-A
Berkshire Hathaway Inc
$763,600.01
-0.04%
FINANCIAL SERVICES · Cap: $1.09T
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 1900% more annual revenue ($384.69B vs $19.23B). ACGL leads profitability with a 24.4% profit margin vs 22.3%. ACGL appears more attractively valued with a PEG of 1.06. BRK-A earns a higher WallStSmart Score of 74/100 (B).
ACGL
Strong Buy67
out of 100
Grade: B-
BRK-A
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 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
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 32.6%
Earnings expanding 107.8% YoY
Keeps 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
Expensive relative to growth rate
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 : BRK-A
The strongest argument for BRK-A centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 22.3% and operating margin at 32.6%.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : BRK-A
The primary concerns for BRK-A are PEG Ratio.
Key Dynamics to Monitor
ACGL profiles as a declining stock while BRK-A is a mature play — different risk/reward profiles.
BRK-A carries more volatility with a beta of 0.60 — expect wider price swings.
BRK-A is growing revenue faster at 10.0% — sustainability is the question.
BRK-A generates stronger free cash flow (5.6B), providing more financial flexibility.
Bottom Line
BRK-A scores higher overall (74/100 vs 67/100), backed by strong 22.3% 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.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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