Arch Capital Group Ltd. (ACGL)vsCohen & Company Inc (COHN)
ACGL
Arch Capital Group Ltd.
$96.89
+0.20%
FINANCIAL SERVICES · Cap: $33.47B
COHN
Cohen & Company Inc
$10.00
-0.99%
FINANCIAL SERVICES · Cap: $35.26M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 6129% more annual revenue ($19.23B vs $308.76M). ACGL leads profitability with a 24.4% profit margin vs 5.8%. COHN trades at a lower P/E of 2.3x. ACGL earns a higher WallStSmart Score of 67/100 (B-).
ACGL
Strong Buy67
out of 100
Grade: B-
COHN
Buy61
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 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
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 30 in profit
16.8% revenue growth
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
Distress zone — elevated risk
Smaller company, higher risk/reward
5.8% margin — thin
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 : COHN
The strongest argument for COHN centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 16.8% demonstrates continued momentum.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : COHN
The primary concerns for COHN are Altman Z-Score, Market Cap, Profit Margin.
Key Dynamics to Monitor
ACGL profiles as a declining stock while COHN is a growth play — different risk/reward profiles.
COHN carries more volatility with a beta of 1.06 — expect wider price swings.
COHN is growing revenue faster at 16.8% — sustainability is the question.
ACGL generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
ACGL scores higher overall (67/100 vs 61/100), 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.
Cohen & Company Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
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