WallStSmart

Arch Capital Group Ltd. (ACGL)vsNavient Corp (NAVI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 5911% more annual revenue ($19.78B vs $329.00M). ACGL leads profitability with a 24.6% profit margin vs -18.5%. NAVI appears more attractively valued with a PEG of 0.14. 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

NAVI

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 4.0Value: 6.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.32

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

NAVI3 strengths · Avg: 9.3/10
PEG RatioValuation
0.1410/10

Growing faster than its price suggests

Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
25.6%8/10

Strong operational efficiency at 25.6%

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

NAVI4 concerns · Avg: 2.3/10
Market CapQuality
$804.55M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.5%2/10

ROE of -2.5% — below average capital efficiency

Revenue GrowthGrowth
-0.8%2/10

Revenue declined 0.8%

EPS GrowthGrowth
-59.4%2/10

Earnings declined 59.4%

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 : NAVI

The strongest argument for NAVI centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.14 suggests the stock is reasonably priced for its growth.

Bear Case : ACGL

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

Bear Case : NAVI

The primary concerns for NAVI are Market Cap, Return on Equity, Revenue Growth. Debt-to-equity of 18.99 is elevated, increasing financial risk.

Key Dynamics to Monitor

ACGL profiles as a declining stock while NAVI is a turnaround play — different risk/reward profiles.

NAVI carries more volatility with a beta of 1.26 — expect wider price swings.

NAVI is growing revenue faster at -0.8% — 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 49/100), backed by strong 24.6% margins. Both earn "Strong Buy" and "Hold" 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.

Navient Corp

FINANCIAL SERVICES · CREDIT SERVICES · USA

Navient Corporation provides education loan management and business processing solutions for federal, state, and local government, education, and healthcare clients in the United States. The company is headquartered in Wilmington, Delaware.

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