Arch Capital Group Ltd (ACGL)vsGreystone Housing Impact Investors LP (GHI)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
GHI
Greystone Housing Impact Investors LP
$5.40
+1.50%
FINANCIAL SERVICES · Cap: $121.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 79011% more annual revenue ($19.93B vs $25.19M). ACGL leads profitability with a 22.1% profit margin vs -30.8%. GHI appears more attractively valued with a PEG of 1.04. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
GHI
Avoid33
out of 100
Grade: F
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
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
Weak financial health signals
ROE of -2.0% — below average capital efficiency
Revenue declined 15.6%
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 : GHI
The strongest argument for GHI centers on Price/Book. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : GHI
The primary concerns for GHI are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.73 is elevated, increasing financial risk.
Key Dynamics to Monitor
ACGL profiles as a mature stock while GHI is a turnaround play — different risk/reward profiles.
GHI carries more volatility with a beta of 0.76 — 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.
Bottom Line
ACGL scores higher overall (81/100 vs 33/100), backed by strong 22.1% margins. Both earn "Exceptional Buy" and "Avoid" 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.
Greystone Housing Impact Investors LP
FINANCIAL SERVICES · MORTGAGE FINANCE · USA
Greystone Housing Impact Investors LP acquires, holds, sells, and deals in a portfolio of mortgage revenue bonds (MRBs) that are issued to provide construction and/or permanent financing for multifamily and student housing, and residential and commercial properties. The company is headquartered in Omaha, Nebraska.
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