WallStSmart

Arch Capital Group Ltd. (ACGL)vsInter & Co. Inc. Class A Common Shares (INTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 213% more annual revenue ($19.78B vs $6.32B). ACGL leads profitability with a 24.6% profit margin vs 22.5%. ACGL trades at a lower P/E of 7.2x. ACGL earns a higher WallStSmart Score of 79/100 (B+).

ACGL

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

INTR

Strong Buy

77

out of 100

Grade: B+

Growth: 9.3Profit: 7.0Value: 6.7Quality: 3.8
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.2/10
P/E RatioValuation
7.2x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
94.6%10/10

Earnings expanding 94.6% YoY

Return on EquityProfitability
20.1%9/10

Every $100 of equity generates 20 in profit

Profit MarginProfitability
24.6%9/10

Keeps 25 of every $100 in revenue as profit

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

INTR6 strengths · Avg: 8.8/10
P/E RatioValuation
8.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Operating MarginProfitability
29.9%8/10

Strong operational efficiency at 29.9%

Revenue GrowthGrowth
25.3%8/10

Revenue surging 25.3% year-over-year

EPS GrowthGrowth
36.9%8/10

Earnings expanding 36.9% YoY

Areas to Watch

ACGL2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

INTR1 concerns · Avg: 1.0/10
Debt/EquityHealth
3.101/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull 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 : INTR

The strongest argument for INTR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 22.5% and operating margin at 29.9%. Revenue growth of 25.3% demonstrates continued momentum.

Bear Case : ACGL

The primary concerns for ACGL are Revenue Growth, Altman Z-Score.

Bear Case : INTR

The primary concerns for INTR are Debt/Equity. Debt-to-equity of 3.10 is elevated, increasing financial risk.

Key Dynamics to Monitor

ACGL profiles as a declining stock while INTR is a growth play — different risk/reward profiles.

INTR carries more volatility with a beta of 0.92 — expect wider price swings.

INTR is growing revenue faster at 25.3% — 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 77/100), 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.

Inter & Co. Inc. Class A Common Shares

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Inter & Co. Inc. (ticker: INTR) is a leading financial services firm in Brazil, recognized for its innovative approach to retail and investment banking as well as wealth management. The company focuses on financial inclusion by leveraging advanced technology to enhance customer experiences and expand access to banking services for underserved populations. With its commitment to digital transformation and a strategic emphasis on operational efficiency, Inter & Co. is poised to seize growth opportunities within Brazil's dynamic financial landscape, making it an attractive prospect for institutional investors aiming for exposure in emerging markets.

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