Arch Capital Group Ltd (ACGL)vsBurford Capital Ltd (BUR)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
BUR
Burford Capital Ltd
$4.92
+1.44%
FINANCIAL SERVICES · Cap: $1.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 5106% more annual revenue ($19.93B vs $382.82M). ACGL leads profitability with a 22.1% profit margin vs 16.3%. ACGL trades at a lower P/E of 8.4x. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
BUR
Buy50
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 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Earnings expanding 38.8% YoY
Reasonable price relative to book value
Earnings expanding 62.5% YoY
Attractively priced relative to earnings
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
ROE of 2.3% — below average capital efficiency
Revenue declined 75.3%
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, 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 : BUR
The strongest argument for BUR centers on Price/Book, EPS Growth, P/E Ratio. Profitability is solid with margins at 16.3% and operating margin at -68.6%.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : BUR
The primary concerns for BUR are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
ACGL profiles as a mature stock while BUR is a declining play — different risk/reward profiles.
BUR carries more volatility with a beta of 1.24 — expect wider price swings.
ACGL is growing revenue faster at 8.5% — 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 50/100), backed by strong 22.1% margins. Both earn "Exceptional 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.
Burford Capital Ltd
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Burford Capital Limited, provides investment capital, asset management, financing and risk solutions for the legal sector in Guernsey and internationally. The company is headquartered in Saint Peter Port, Guernsey.
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