Arch Capital Group Ltd. (ACGL)vsGreystone Housing Impact Investors LP (GHI)
ACGL
Arch Capital Group Ltd.
$101.14
-3.26%
FINANCIAL SERVICES · Cap: $35.41B
GHI
Greystone Housing Impact Investors LP
$5.25
-1.32%
FINANCIAL SERVICES · Cap: $120.64M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 79361% more annual revenue ($19.78B vs $24.89M). ACGL leads profitability with a 24.6% profit margin vs -35.5%. GHI appears more attractively valued with a PEG of 1.04. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
GHI
Hold37
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 94.6% YoY
Every $100 of equity generates 20 in profit
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
Strong operational efficiency at 23.1%
Areas to Watch
Revenue declined 3.3%
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Revenue declined 2.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ACGL
The strongest argument for ACGL centers on P/E Ratio, EPS Growth, Return on Equity. 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 : GHI
The strongest argument for GHI centers on Price/Book, Debt/Equity, Operating Margin. PEG of 1.04 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 : GHI
The primary concerns for GHI are Market Cap, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
ACGL profiles as a declining stock while GHI is a turnaround play — different risk/reward profiles.
GHI carries more volatility with a beta of 0.74 — expect wider price swings.
GHI is growing revenue faster at -2.7% — 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 37/100), 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.
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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