WallStSmart

Arch Capital Group Ltd (ACGL)vsOak Valley Bancorp (OVLY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd generates 24258% more annual revenue ($19.93B vs $81.82M). OVLY leads profitability with a 29.2% profit margin vs 22.1%. 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

OVLY

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 6.7Quality: 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

OVLY4 strengths · Avg: 9.8/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
33.5%10/10

Strong operational efficiency at 33.5%

Profit MarginProfitability
29.2%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

ACGL0 concerns · Avg: 0/10

No major concerns identified

OVLY3 concerns · Avg: 3.7/10
Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$283.37M3/10

Smaller company, higher risk/reward

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 : OVLY

The strongest argument for OVLY centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.2% and operating margin at 33.5%.

Bear Case : ACGL

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

Bear Case : OVLY

The primary concerns for OVLY are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

ACGL profiles as a mature stock while OVLY is a value play — different risk/reward profiles.

ACGL carries more volatility with a beta of 0.38 — expect wider price swings.

ACGL is growing revenue faster at 8.5% — 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 53/100), 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.

Oak Valley Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Oak Valley Bancorp is the banking holding company for Oak Valley Community Bank providing a range of commercial banking services to individuals and small and medium-sized businesses in Oakdale, California and surrounding areas. The company is headquartered in Oakdale, California.

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