Arch Capital Group Ltd. (ACGL)vsGreenlight Capital Re Ltd (GLRE)
ACGL
Arch Capital Group Ltd.
$88.34
-0.17%
FINANCIAL SERVICES · Cap: $32.03B
GLRE
Greenlight Capital Re Ltd
$14.69
-1.67%
FINANCIAL SERVICES · Cap: $515.08M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 2698% more annual revenue ($19.78B vs $706.93M). ACGL leads profitability with a 24.6% profit margin vs 11.5%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
GLRE
Strong Buy68
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
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
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Strong operational efficiency at 21.0%
Earnings expanding 22.1% YoY
Areas to Watch
Revenue declined 3.3%
Distress zone — elevated risk
Expensive relative to growth rate
Smaller company, higher risk/reward
Revenue declined 6.9%
Comparative Analysis Report
WallStSmart ResearchBull 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 : GLRE
The strongest argument for GLRE centers on P/E Ratio, Price/Book, Debt/Equity.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth, Altman Z-Score.
Bear Case : GLRE
The primary concerns for GLRE are PEG Ratio, Market Cap, Revenue Growth.
Key Dynamics to Monitor
GLRE carries more volatility with a beta of 0.33 — expect wider price swings.
ACGL is growing revenue faster at -3.3% — sustainability is the question.
ACGL generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACGL scores higher overall (79/100 vs 68/100), backed by strong 24.6% margins. 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.
Greenlight Capital Re Ltd
FINANCIAL SERVICES · INSURANCE - REINSURANCE · USA
Greenlight Capital Re, Ltd., is a worldwide property and casualty reinsurance company. The company is headquartered in Grand Cayman, the Cayman Islands.
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