Arch Capital Group Ltd (ACGLO)vsBerkshire Hathaway Inc (BRK-A)
ACGLO
Arch Capital Group Ltd
$19.74
+0.15%
FINANCIAL SERVICES · Cap: $11.54B
BRK-A
Berkshire Hathaway Inc
$718,250.00
-0.24%
FINANCIAL SERVICES · Cap: $1.04T
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 1764% more annual revenue ($371.44B vs $19.93B). ACGLO leads profitability with a 22.1% profit margin vs 18.0%. ACGLO trades at a lower P/E of 4.2x. ACGLO earns a higher WallStSmart Score of 64/100 (C+).
ACGLO
Buy64
out of 100
Grade: C+
BRK-A
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+90.5%
Fair Value
$219.54
Current Price
$19.74
$199.80 discount
Margin of Safety
-134.1%
Fair Value
$316589.98
Current Price
$718250.00
$401660.02 premium
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
Strong operational efficiency at 29.5%
Earnings expanding 38.8% YoY
Generating 1.4B in free cash flow
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 33.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.0B in free cash flow
Areas to Watch
Weak financial health signals
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.7%
Earnings declined 2.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : ACGLO
The strongest argument for ACGLO centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 22.1% and operating margin at 29.5%.
Bull Case : BRK-A
The strongest argument for BRK-A centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.0% and operating margin at 33.0%.
Bear Case : ACGLO
The primary concerns for ACGLO are Piotroski F-Score.
Bear Case : BRK-A
The primary concerns for BRK-A are Piotroski F-Score, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
ACGLO profiles as a mature stock while BRK-A is a declining play — different risk/reward profiles.
BRK-A carries more volatility with a beta of 0.69 — expect wider price swings.
ACGLO is growing revenue faster at 8.5% — sustainability is the question.
BRK-A generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
ACGLO scores higher overall (64/100 vs 53/100), backed by strong 22.1% margins. Both earn "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.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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