WallStSmart

Arch Capital Group Ltd. (ACGL)vsCrawford & Company (CRD-B)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 1466% more annual revenue ($19.78B vs $1.26B). ACGL leads profitability with a 24.6% profit margin vs 1.4%. CRD-B appears more attractively valued with a PEG of 0.90. ACGL earns a higher WallStSmart Score of 79/100 (B+).

ACGL

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

CRD-B

Hold

45

out of 100

Grade: D

Growth: 2.7Profit: 5.0Value: 6.3Quality: 5.0
Piotroski: 3/9Altman Z: 2.62

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.5/10
P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
94.6%10/10

Earnings expanding 94.6% YoY

Return on EquityProfitability
20.1%9/10

Every $100 of equity generates 20 in profit

Profit MarginProfitability
24.6%9/10

Keeps 25 of every $100 in revenue as profit

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

CRD-B2 strengths · Avg: 8.0/10
PEG RatioValuation
0.908/10

Growing faster than its price suggests

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

ACGL2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

CRD-B4 concerns · Avg: 3.3/10
P/E RatioValuation
28.7x4/10

Moderate valuation

Market CapQuality
$503.98M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
1.4%3/10

1.4% margin — thin

Operating MarginProfitability
3.2%3/10

Operating margin of 3.2%

Comparative Analysis Report

WallStSmart Research

Bull 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 : CRD-B

The strongest argument for CRD-B centers on PEG Ratio, Price/Book. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bear Case : ACGL

The primary concerns for ACGL are Revenue Growth, Altman Z-Score.

Bear Case : CRD-B

The primary concerns for CRD-B are P/E Ratio, Market Cap, Profit Margin. Debt-to-equity of 1.54 is elevated, increasing financial risk. Thin 1.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

ACGL profiles as a declining stock while CRD-B is a value play — different risk/reward profiles.

CRD-B carries more volatility with a beta of 0.61 — expect wider price swings.

CRD-B is growing revenue faster at -0.8% — 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 45/100), backed by strong 24.6% margins. Both earn "Strong Buy" and "Hold" 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.

Crawford & Company

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Crawford & Company provides outsourcing and claims management solutions for carriers, brokers, and corporations in the United States, United Kingdom, Europe, Canada, Australia, and internationally. The company is headquartered in Atlanta, Georgia.

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