WallStSmart

Arch Capital Group Ltd (ACGL)vsFirstCash Inc (FCFS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd generates 414% more annual revenue ($19.93B vs $3.88B). ACGL leads profitability with a 22.1% profit margin vs 9.2%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 81/100 (A-).

ACGL

Exceptional Buy

81

out of 100

Grade: A-

Growth: 8.7Profit: 8.0Value: 7.0Quality: 6.5
Piotroski: 5/9

FCFS

Strong Buy

66

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 5.7Quality: 7.0
Piotroski: 5/9Altman Z: 2.27

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.0/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Operating MarginProfitability
29.5%8/10

Strong operational efficiency at 29.5%

EPS GrowthGrowth
38.8%8/10

Earnings expanding 38.8% YoY

FCFS2 strengths · Avg: 8.0/10
Revenue GrowthGrowth
25.7%8/10

Revenue surging 25.7% year-over-year

EPS GrowthGrowth
29.9%8/10

Earnings expanding 29.9% YoY

Areas to Watch

ACGL0 concerns · Avg: 0/10

No major concerns identified

FCFS2 concerns · Avg: 3.5/10
P/E RatioValuation
27.0x4/10

Moderate valuation

Debt/EquityHealth
1.243/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull 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 : FCFS

The strongest argument for FCFS centers on Revenue Growth, EPS Growth. Revenue growth of 25.7% demonstrates continued momentum. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bear Case : ACGL

No major red flags identified for ACGL, but monitor valuation.

Bear Case : FCFS

The primary concerns for FCFS are P/E Ratio, Debt/Equity.

Key Dynamics to Monitor

ACGL profiles as a mature stock while FCFS is a growth play — different risk/reward profiles.

FCFS carries more volatility with a beta of 0.47 — expect wider price swings.

FCFS is growing revenue faster at 25.7% — sustainability is the question.

ACGL generates stronger free cash flow (1.4B), providing more financial flexibility.

Bottom Line

ACGL scores higher overall (81/100 vs 66/100), backed by strong 22.1% margins. Both earn "Exceptional 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.

FirstCash Inc

FINANCIAL SERVICES · CREDIT SERVICES · USA

FirstCash, Inc., operates retail pawn shops in the United States and Latin America. The company is headquartered in Fort Worth, Texas.

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