Arch Capital Group Ltd (ACGL)vsCohen & Steers Inc (CNS)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
CNS
Cohen & Steers Inc
$70.29
+3.84%
FINANCIAL SERVICES · Cap: $3.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 3413% more annual revenue ($19.93B vs $567.29M). CNS leads profitability with a 27.5% profit margin vs 22.1%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
CNS
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 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Earnings expanding 38.8% YoY
Strong operational efficiency at 34.4%
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Weak financial health signals
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 : CNS
The strongest argument for CNS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 34.4%.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : CNS
The primary concerns for CNS are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CNS carries more volatility with a beta of 1.25 — 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.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACGL scores higher overall (81/100 vs 63/100), 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.
Cohen & Steers Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Cohen & Steers, Inc. is a publicly owned asset management portfolio company. The company is headquartered in New York, with additional offices in London, United Kingdom; Central, Hong Kong; Tokyo, Japan; and Seattle, Washington.
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