WallStSmart

Arch Capital Group Ltd. (ACGL)vsSimmons First National Corporation (SFNC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Arch Capital Group Ltd. generates 24204% more annual revenue ($19.78B vs $81.37M). ACGL leads profitability with a 24.6% profit margin vs 0.0%. ACGL appears more attractively valued with a PEG of 1.06. 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

SFNC

Buy

60

out of 100

Grade: C

Growth: 6.7Profit: 4.5Value: 4.0Quality: 6.5
Piotroski: 3/9Altman Z: 0.07

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

SFNC5 strengths · Avg: 9.4/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.4%10/10

Strong operational efficiency at 39.4%

EPS GrowthGrowth
82.6%10/10

Earnings expanding 82.6% YoY

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
24.1%8/10

Revenue surging 24.1% year-over-year

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

SFNC4 concerns · Avg: 2.5/10
Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.832/10

Expensive relative to growth rate

Return on EquityProfitability
-10.5%2/10

ROE of -10.5% — below average capital efficiency

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 : SFNC

The strongest argument for SFNC centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 24.1% demonstrates continued momentum.

Bear Case : ACGL

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

Bear Case : SFNC

The primary concerns for SFNC are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

ACGL profiles as a declining stock while SFNC is a growth play — different risk/reward profiles.

SFNC carries more volatility with a beta of 0.94 — expect wider price swings.

SFNC is growing revenue faster at 24.1% — 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 60/100), backed by strong 24.6% margins. Both earn "Strong 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.

Simmons First National Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Simmons First National Corporation is the holding company of Simmons Bank providing banking and financial products and services to individuals and businesses. The company is headquartered in Pine Bluff, Arkansas.

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