Arch Capital Group Ltd. (ACGL)vsDigitalbridge Group Inc (DBRG)
ACGL
Arch Capital Group Ltd.
$96.89
+0.20%
FINANCIAL SERVICES · Cap: $33.47B
DBRG
Digitalbridge Group Inc
$15.88
-0.19%
FINANCIAL SERVICES · Cap: $2.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 2940% more annual revenue ($19.23B vs $632.63M). DBRG leads profitability with a 54.3% profit margin vs 24.4%. ACGL appears more attractively valued with a PEG of 1.06. DBRG earns a higher WallStSmart Score of 75/100 (B).
ACGL
Strong Buy67
out of 100
Grade: B-
DBRG
Strong Buy75
out of 100
Grade: B
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
Keeps 54 of every $100 in revenue as profit
Strong operational efficiency at 46.8%
Revenue surging 58.9% year-over-year
Earnings expanding 1099.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
ROE of 7.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
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 : DBRG
The strongest argument for DBRG centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 54.3% and operating margin at 46.8%. Revenue growth of 58.9% demonstrates continued momentum.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : DBRG
The primary concerns for DBRG are Return on Equity, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
ACGL profiles as a declining stock while DBRG is a growth play — different risk/reward profiles.
DBRG carries more volatility with a beta of 1.48 — expect wider price swings.
DBRG is growing revenue faster at 58.9% — sustainability is the question.
ACGL generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
DBRG scores higher overall (75/100 vs 67/100), backed by strong 54.3% margins and 58.9% revenue growth. Both earn "Strong Buy" and "Strong 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.
Digitalbridge Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Colony Capital, Inc. (NYSE: CLNY) is a leading global investment firm with a legacy of identifying and capitalizing on key secular trends in real estate. The company is headquartered in Los Angeles with key offices in Boca Raton, New York, and London, and has over 350 employees across 20 locations in 11 countries.
Visit Website →Compare with Other INSURANCE - DIVERSIFIED Stocks
Want to dig deeper into these stocks?