WallStSmart

Arch Capital Group Ltd. (ACGL)vsInvestar Holding Corp (ISTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 18362% more annual revenue ($19.78B vs $107.12M). ISTR leads profitability with a 26.7% profit margin vs 24.6%. ACGL trades at a lower P/E of 7.0x. 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

ISTR

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 6.0Quality: 4.5
Piotroski: 4/9Altman Z: -0.15

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.5/10
P/E RatioValuation
7.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

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

ISTR6 strengths · Avg: 9.2/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
44.1%10/10

Strong operational efficiency at 44.1%

Revenue GrowthGrowth
57.6%10/10

Revenue surging 57.6% year-over-year

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
22.2%8/10

Earnings expanding 22.2% 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

ISTR3 concerns · Avg: 2.7/10
Market CapQuality
$400.43M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.9%3/10

ROE of 6.9% — below average capital efficiency

Altman Z-ScoreHealth
-0.152/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull 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 : ISTR

The strongest argument for ISTR centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.7% and operating margin at 44.1%. Revenue growth of 57.6% demonstrates continued momentum.

Bear Case : ACGL

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

Bear Case : ISTR

The primary concerns for ISTR are Market Cap, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

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

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

ISTR is growing revenue faster at 57.6% — 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 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.

Investar Holding Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Investar Holding Corporation is the banking holding company of Investar Bank offering a range of commercial banking products to individuals and small and medium-sized businesses in southern Louisiana. The company is headquartered in Baton Rouge, Louisiana.

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