Arch Capital Group Ltd (ACGL)vsLoews Corp (L)
ACGL
Arch Capital Group Ltd
$94.46
+1.88%
FINANCIAL SERVICES · Cap: $34.58B
L
Loews Corp
$112.61
+1.26%
FINANCIAL SERVICES · Cap: $22.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 8% more annual revenue ($19.93B vs $18.45B). ACGL leads profitability with a 22.1% profit margin vs 9.0%. ACGL appears more attractively valued with a PEG of 1.06. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
L
Buy64
out of 100
Grade: C+
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
Earnings expanding 126.0% YoY
Attractively priced relative to earnings
Areas to Watch
No major concerns identified
4.1% revenue growth
Distress zone — elevated risk
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 : L
The strongest argument for L centers on Price/Book, EPS Growth, P/E Ratio. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : L
The primary concerns for L are Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
ACGL profiles as a mature stock while L is a value play — different risk/reward profiles.
L carries more volatility with a beta of 0.59 — 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 64/100), backed by strong 22.1% margins. Both earn "Exceptional Buy" and "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.
Loews Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
Loews Corporation is an American conglomerate headquartered in New York City. The company's majority-stake holdings include CNA Financial Corporation, Diamond Offshore Drilling, Boardwalk Pipeline Partners, Loews Hotels and Altium Packaging.
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