WallStSmart

Arch Capital Group Ltd (ACGL)vsOFS Credit Company Inc (OCCI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd generates 44116% more annual revenue ($19.93B vs $45.07M). ACGL leads profitability with a 22.1% profit margin vs -78.6%. 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

OCCI

Buy

50

out of 100

Grade: C-

Growth: 7.0Profit: 5.0Value: 5.0Quality: 5.0
Piotroski: 2/9

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

OCCI3 strengths · Avg: 9.3/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
69.6%10/10

Strong operational efficiency at 69.6%

EPS GrowthGrowth
37.7%8/10

Earnings expanding 37.7% YoY

Areas to Watch

ACGL0 concerns · Avg: 0/10

No major concerns identified

OCCI4 concerns · Avg: 2.3/10
Market CapQuality
$88.14M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-24.3%2/10

ROE of -24.3% — below average capital efficiency

Profit MarginProfitability
-78.6%1/10

Currently unprofitable

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 : OCCI

The strongest argument for OCCI centers on Price/Book, Operating Margin, EPS Growth.

Bear Case : ACGL

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

Bear Case : OCCI

The primary concerns for OCCI are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

ACGL profiles as a mature stock while OCCI is a turnaround play — different risk/reward profiles.

OCCI carries more volatility with a beta of 0.70 — expect wider price swings.

OCCI is growing revenue faster at 9.2% — 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 50/100), 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.

OFS Credit Company Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

OFS Credit Company Inc (OCCI) is a focused business development company that specializes in providing capital to middle-market firms in the United States through a strategic combination of debt securities and equity investments. The firm targets companies with robust cash flows and significant growth potential, aiming to generate attractive risk-adjusted returns for its investors. With a well-diversified portfolio across multiple sectors and a disciplined approach to investments, OCCI prioritizes risk management while remaining responsive to market fluctuations. Backed by a seasoned management team, OCCI is well-positioned to seize opportunities in the evolving credit landscape, ensuring sustained growth and value creation.

Want to dig deeper into these stocks?