Arch Capital Group Ltd (ACGL)vsSilvercrest Asset Management Group Inc (SAMG)
ACGL
Arch Capital Group Ltd
$92.72
-4.47%
FINANCIAL SERVICES · Cap: $34.58B
SAMG
Silvercrest Asset Management Group Inc
$13.15
-0.45%
FINANCIAL SERVICES · Cap: $109.88M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd generates 15803% more annual revenue ($19.93B vs $125.32M). ACGL leads profitability with a 22.1% profit margin vs 3.9%. SAMG appears more attractively valued with a PEG of 0.98. ACGL earns a higher WallStSmart Score of 81/100 (A-).
ACGL
Exceptional Buy81
out of 100
Grade: A-
SAMG
Hold47
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Earnings expanding 38.8% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
No major concerns identified
0.0% revenue growth
Smaller company, higher risk/reward
ROE of 7.9% — below average capital efficiency
3.9% margin — thin
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 22.1% and operating margin at 29.5%. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : SAMG
The strongest argument for SAMG centers on PEG Ratio, Price/Book. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : ACGL
No major red flags identified for ACGL, but monitor valuation.
Bear Case : SAMG
The primary concerns for SAMG are Revenue Growth, Market Cap, Return on Equity. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ACGL profiles as a mature stock while SAMG is a value play — different risk/reward profiles.
SAMG carries more volatility with a beta of 0.76 — 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 47/100), backed by strong 22.1% margins. Both earn "Exceptional 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.
Silvercrest Asset Management Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company is headquartered in New York, New York.
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