Arch Capital Group Ltd. (ACGL)vsBoston Scientific Corp (BSX)
ACGL
Arch Capital Group Ltd.
$93.80
-0.76%
FINANCIAL SERVICES · Cap: $33.09B
BSX
Boston Scientific Corp
$53.93
-4.67%
HEALTHCARE · Cap: $84.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Boston Scientific Corp generates 4% more annual revenue ($20.61B vs $19.78B). ACGL leads profitability with a 24.6% profit margin vs 17.3%. BSX appears more attractively valued with a PEG of 0.68. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
BSX
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ACGL.
Margin of Safety
-22.6%
Fair Value
$46.16
Current Price
$53.93
$7.77 premium
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 21 in profit
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Earnings expanding 100.0% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 20.6%
Areas to Watch
Revenue declined 3.3%
No major concerns identified
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 : BSX
The strongest argument for BSX centers on EPS Growth, Market Cap, PEG Ratio. Profitability is solid with margins at 17.3% and operating margin at 20.6%. Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth.
Bear Case : BSX
No major red flags identified for BSX, but monitor valuation.
Key Dynamics to Monitor
ACGL profiles as a declining stock while BSX is a mature play — different risk/reward profiles.
BSX carries more volatility with a beta of 0.62 — expect wider price swings.
BSX is growing revenue faster at 11.6% — 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 71/100), 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.
Boston Scientific Corp
HEALTHCARE · MEDICAL DEVICES · USA
Boston Scientific Corporation, doing business as Boston Scientific, is a manufacturer of medical devices used in interventional medical specialties, including interventional radiology, interventional cardiology, peripheral interventions, neuromodulation, neurovascular intervention, electrophysiology, cardiac surgery, vascular surgery, endoscopy, oncology, urology and gynecology.
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