Arch Capital Group Ltd. (ACGL)vsCNA Financial Corporation (CNA)
ACGL
Arch Capital Group Ltd.
$98.48
-0.82%
FINANCIAL SERVICES · Cap: $34.28B
CNA
CNA Financial Corporation
$52.02
-1.14%
FINANCIAL SERVICES · Cap: $14.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 25% more annual revenue ($19.23B vs $15.35B). ACGL leads profitability with a 24.4% profit margin vs 7.9%. CNA appears more attractively valued with a PEG of 0.92. ACGL earns a higher WallStSmart Score of 67/100 (B-).
ACGL
Strong Buy67
out of 100
Grade: B-
CNA
Buy64
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
Every $100 of equity generates 20 in profit
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 26.6%
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
7.9% margin — thin
Earnings declined 22.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ACGL
The strongest argument for ACGL centers on P/E Ratio, Price/Book, Return on Equity. 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 : CNA
The strongest argument for CNA centers on P/E Ratio, Price/Book, Debt/Equity. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : CNA
The primary concerns for CNA are Profit Margin, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
ACGL profiles as a declining stock while CNA is a value play — different risk/reward profiles.
CNA carries more volatility with a beta of 0.29 — expect wider price swings.
CNA is growing revenue faster at 10.0% — sustainability is the question.
ACGL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
ACGL scores higher overall (67/100 vs 64/100), 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.
CNA Financial Corporation
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
CNA Financial Corporation offers commercial property and casualty insurance products primarily in the United States.
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