Arch Capital Group Ltd. (ACGL)vsNoah Holdings Ltd (NOAH)
ACGL
Arch Capital Group Ltd.
$96.09
-0.11%
FINANCIAL SERVICES · Cap: $33.47B
NOAH
Noah Holdings Ltd
$8.14
-0.37%
FINANCIAL SERVICES · Cap: $578.68M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 636% more annual revenue ($19.23B vs $2.61B). ACGL leads profitability with a 24.4% profit margin vs 22.5%. NOAH appears more attractively valued with a PEG of 0.75. NOAH earns a higher WallStSmart Score of 76/100 (B+).
ACGL
Strong Buy67
out of 100
Grade: B-
NOAH
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 24 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 26.6%
Generating 1.3B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 34.8%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Revenue declined 10.5%
Earnings declined 7.1%
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.3% — below average capital efficiency
Revenue declined 1.5%
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 24.4% and operating margin at 26.6%. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : NOAH
The strongest argument for NOAH centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 22.5% and operating margin at 34.8%. PEG of 0.75 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 : NOAH
The primary concerns for NOAH are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
NOAH carries more volatility with a beta of 0.81 — expect wider price swings.
NOAH is growing revenue faster at -1.5% — sustainability is the question.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOAH scores higher overall (76/100 vs 67/100), backed by strong 22.5% 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.
Noah Holdings Ltd
FINANCIAL SERVICES · ASSET MANAGEMENT · China
Noah Holdings Limited, is a provider of wealth and asset management services with a focus on investment and asset allocation services for high-net-worth individuals and companies in mainland China, Hong Kong and internationally. The company is headquartered in Shanghai, the People's Republic of China.
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