ACGL vs CFR
Arch Capital Group vs Frost Bank — AI-powered side-by-side comparison
ACGL
Arch Capital Group
65
Buy
VS
| Metric | ACGL | CFR |
|---|
| AI Score |
65
|
69
|
| Price |
$100.60
|
$162.97
|
| P/E Ratio |
7.80×
|
15.49×
|
| ROE |
18.2%
|
14.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
46.2%
|
85.8%
|
| Debt / Equity |
0.18×
|
1.17×
|
| Dividend Yield |
0.0%
|
2.5%
|
| RSI (14) |
65.8
|
41.4
|
| Beta |
0.288
|
0.519
|
| Expected Upside |
+2.2%
|
—
|
AI Committee View
Current Innellis committee reasoning for ACGL versus CFR.
CFR leads by 4 points.
CFR scores 69/100 (Buy) versus ACGL at 65/100 (Buy).
ACGL Committee View
75% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
CFR Committee View
83% agreement
6 analysts
The primary driver is revenue growing 75.9% yoy -- genuine top-line momentum. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 15.0% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.7% pays you to wait — Value
- Revenue growing 75.9% YoY -- genuine top-line momentum — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical