Arch Capital Group Ltd. (ACGL)vsVirtus Investment Partners, Inc. (VRTS)
ACGL
Arch Capital Group Ltd.
$93.80
-0.76%
FINANCIAL SERVICES · Cap: $33.09B
VRTS
Virtus Investment Partners, Inc.
$143.93
+1.47%
FINANCIAL SERVICES · Cap: $949.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Arch Capital Group Ltd. generates 2270% more annual revenue ($19.78B vs $834.47M). ACGL leads profitability with a 24.6% profit margin vs 14.0%. VRTS appears more attractively valued with a PEG of 0.56. ACGL earns a higher WallStSmart Score of 79/100 (B+).
ACGL
Strong Buy79
out of 100
Grade: B+
VRTS
Buy56
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 94.6% YoY
Every $100 of equity generates 21 in profit
Keeps 25 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Revenue declined 3.3%
Smaller company, higher risk/reward
Revenue declined 8.4%
Earnings declined 74.1%
Comparative Analysis Report
WallStSmart ResearchBull 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 : VRTS
The strongest argument for VRTS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bear Case : ACGL
The primary concerns for ACGL are Revenue Growth.
Bear Case : VRTS
The primary concerns for VRTS are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
VRTS carries more volatility with a beta of 1.38 — expect wider price swings.
ACGL is growing revenue faster at -3.3% — sustainability is the question.
ACGL generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACGL scores higher overall (79/100 vs 56/100), 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.
Virtus Investment Partners, Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.
Compare with Other INSURANCE - DIVERSIFIED Stocks
Want to dig deeper into these stocks?