WallStSmart

Arch Capital Group Ltd. (ACGL)vsLakeland Financial Corporation (LKFN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 6927% more annual revenue ($19.23B vs $273.69M). LKFN leads profitability with a 40.6% profit margin vs 24.4%. ACGL appears more attractively valued with a PEG of 1.06. LKFN earns a higher WallStSmart Score of 67/100 (B-).

ACGL

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 8.0Value: 7.0Quality: 6.0
Piotroski: 6/9Altman Z: 1.48

LKFN

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 7.5Value: 6.3Quality: 5.0
Piotroski: 3/9Altman Z: -0.68

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.2/10
P/E RatioValuation
7.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Return on EquityProfitability
20.1%9/10

Every $100 of equity generates 20 in profit

Profit MarginProfitability
24.4%9/10

Keeps 24 of every $100 in revenue as profit

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Operating MarginProfitability
26.6%8/10

Strong operational efficiency at 26.6%

LKFN5 strengths · Avg: 9.2/10
Profit MarginProfitability
40.6%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
51.5%10/10

Strong operational efficiency at 51.5%

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

ACGL3 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-10.5%2/10

Revenue declined 10.5%

EPS GrowthGrowth
-7.1%2/10

Earnings declined 7.1%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

LKFN3 concerns · Avg: 2.7/10
Market CapQuality
$1.56B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.682/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ACGL

The strongest argument for ACGL centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 24.4% and operating margin at 26.6%. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bull Case : LKFN

The strongest argument for LKFN centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 40.6% and operating margin at 51.5%. PEG of 1.44 suggests the stock is reasonably priced for its growth.

Bear Case : ACGL

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

Bear Case : LKFN

The primary concerns for LKFN are Market Cap, Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

ACGL profiles as a declining stock while LKFN is a mature play — different risk/reward profiles.

LKFN carries more volatility with a beta of 0.71 — expect wider price swings.

LKFN is growing revenue faster at 9.2% — sustainability is the question.

ACGL generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

ACGL scores higher overall (67/100 vs 67/100), backed by strong 24.4% 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.

Lakeland Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Lakeland Financial Corporation is the banking holding company for Lake City Bank offering various banking products and services. The company is headquartered in Warsaw, Indiana.

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