WallStSmart

Arch Capital Group Ltd (ACGL)vsFirst Western Financial Inc (MYFW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd generates 19737% more annual revenue ($19.93B vs $100.46M). ACGL leads profitability with a 22.1% profit margin vs 15.1%. ACGL trades at a lower P/E of 8.4x. ACGL earns a higher WallStSmart Score of 81/100 (A-).

ACGL

Exceptional Buy

81

out of 100

Grade: A-

Growth: 8.7Profit: 8.0Value: 7.0Quality: 6.5
Piotroski: 5/9

MYFW

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 6.5Value: 6.0Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACGL6 strengths · Avg: 9.0/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Operating MarginProfitability
29.5%8/10

Strong operational efficiency at 29.5%

EPS GrowthGrowth
38.8%8/10

Earnings expanding 38.8% YoY

MYFW4 strengths · Avg: 8.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

P/E RatioValuation
18.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

EPS GrowthGrowth
46.5%8/10

Earnings expanding 46.5% YoY

Areas to Watch

ACGL0 concerns · Avg: 0/10

No major concerns identified

MYFW3 concerns · Avg: 2.7/10
Market CapQuality
$269.69M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.7%3/10

ROE of 5.7% — below average capital efficiency

Free Cash FlowQuality
$-13.41M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : MYFW

The strongest argument for MYFW centers on Price/Book, P/E Ratio, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 28.8%. Revenue growth of 14.4% demonstrates continued momentum.

Bear Case : ACGL

No major red flags identified for ACGL, but monitor valuation.

Bear Case : MYFW

The primary concerns for MYFW are Market Cap, Return on Equity, Free Cash Flow.

Key Dynamics to Monitor

MYFW carries more volatility with a beta of 0.66 — expect wider price swings.

MYFW is growing revenue faster at 14.4% — sustainability is the question.

ACGL generates stronger free cash flow (1.4B), providing more financial flexibility.

Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ACGL scores higher overall (81/100 vs 63/100), 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.

First Western Financial Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, home loan, and institutional asset management services. The company is headquartered in Denver, Colorado.

Want to dig deeper into these stocks?