vs
Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and Climb Global Solutions, Inc. (CLMB). Click either name above to swap in a different company.
ASSURED GUARANTY LTD is the larger business by last-quarter revenue ($277.0M vs $182.4M, roughly 1.5× Climb Global Solutions, Inc.). ASSURED GUARANTY LTD runs the higher net margin — 43.0% vs 1.8%, a 41.1% gap on every dollar of revenue. On growth, ASSURED GUARANTY LTD posted the faster year-over-year revenue change (77.6% vs 32.1%). Over the past eight quarters, Climb Global Solutions, Inc.'s revenue compounded faster (40.7% CAGR vs 6.3%).
Assured Investment Management (AIM) was an institutional asset management firm with a heritage in credit strategies, managing approximately $15.2 billion as of its defunct status in July 2023. Secondaries Investors referred to AIM as "one of the world's most prominent hedge funds".
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
AGO vs CLMB — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $277.0M | $182.4M |
| Net Profit | $119.0M | $3.3M |
| Gross Margin | — | 14.5% |
| Operating Margin | 59.6% | 2.1% |
| Net Margin | 43.0% | 1.8% |
| Revenue YoY | 77.6% | 32.1% |
| Net Profit YoY | 561.1% | -9.5% |
| EPS (diluted) | $2.56 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $182.4M | ||
| Q4 25 | $277.0M | $193.8M | ||
| Q3 25 | $207.0M | $161.3M | ||
| Q2 25 | $281.0M | $159.3M | ||
| Q1 25 | $345.0M | $138.0M | ||
| Q4 24 | $156.0M | $161.8M | ||
| Q3 24 | $269.0M | $119.3M | ||
| Q2 24 | $202.0M | $92.1M |
| Q1 26 | — | $3.3M | ||
| Q4 25 | $119.0M | $7.0M | ||
| Q3 25 | $105.0M | $4.7M | ||
| Q2 25 | $103.0M | $6.0M | ||
| Q1 25 | $176.0M | $3.7M | ||
| Q4 24 | $18.0M | $7.0M | ||
| Q3 24 | $171.0M | $5.5M | ||
| Q2 24 | $78.0M | $3.4M |
| Q1 26 | — | 14.5% | ||
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 16.5% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 20.2% |
| Q1 26 | — | 2.1% | ||
| Q4 25 | 59.6% | 4.9% | ||
| Q3 25 | 65.2% | 4.3% | ||
| Q2 25 | 47.3% | 5.0% | ||
| Q1 25 | 66.4% | 3.5% | ||
| Q4 24 | 19.2% | 7.2% | ||
| Q3 24 | 81.8% | 7.1% | ||
| Q2 24 | 46.5% | 4.6% |
| Q1 26 | — | 1.8% | ||
| Q4 25 | 43.0% | 3.6% | ||
| Q3 25 | 50.7% | 2.9% | ||
| Q2 25 | 36.7% | 3.7% | ||
| Q1 25 | 51.0% | 2.7% | ||
| Q4 24 | 11.5% | 4.3% | ||
| Q3 24 | 63.6% | 4.6% | ||
| Q2 24 | 38.6% | 3.7% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $2.56 | $1.51 | ||
| Q3 25 | $2.18 | $1.02 | ||
| Q2 25 | $2.08 | $1.30 | ||
| Q1 25 | $3.44 | $0.81 | ||
| Q4 24 | $0.40 | $1.52 | ||
| Q3 24 | $3.17 | $1.19 | ||
| Q2 24 | $1.41 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $903.0M | $41.8M |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $5.7B | $118.4M |
| Total Assets | $12.2B | $458.8M |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $41.8M | ||
| Q4 25 | $903.0M | $36.6M | ||
| Q3 25 | $1.3B | $49.8M | ||
| Q2 25 | $939.0M | $28.6M | ||
| Q1 25 | $1.2B | $32.5M | ||
| Q4 24 | $1.2B | $29.8M | ||
| Q3 24 | $1.5B | $22.1M | ||
| Q2 24 | $1.7B | $48.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — |
| Q1 26 | — | $118.4M | ||
| Q4 25 | $5.7B | $116.6M | ||
| Q3 25 | $5.7B | $109.3M | ||
| Q2 25 | $5.6B | $105.2M | ||
| Q1 25 | $5.6B | $95.6M | ||
| Q4 24 | $5.5B | $90.6M | ||
| Q3 24 | $5.7B | $87.7M | ||
| Q2 24 | $5.5B | $79.8M |
| Q1 26 | — | $458.8M | ||
| Q4 25 | $12.2B | $460.2M | ||
| Q3 25 | $12.1B | $376.1M | ||
| Q2 25 | $12.1B | $420.7M | ||
| Q1 25 | $11.9B | $370.1M | ||
| Q4 24 | $11.9B | $469.2M | ||
| Q3 24 | $12.3B | $371.9M | ||
| Q2 24 | $12.1B | $302.8M |
| Q1 26 | — | — | ||
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.31× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $259.0M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 2.18× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $259.0M | $-11.9M | ||
| Q3 25 | $55.0M | $22.2M | ||
| Q2 25 | $78.0M | $-2.2M | ||
| Q1 25 | $87.0M | $8.5M | ||
| Q4 24 | $47.0M | $16.0M | ||
| Q3 24 | $17.0M | $-3.6M | ||
| Q2 24 | $58.0M | $7.3M |
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | -1.70× | ||
| Q3 25 | 0.52× | 4.73× | ||
| Q2 25 | 0.76× | -0.37× | ||
| Q1 25 | 0.49× | 2.30× | ||
| Q4 24 | 2.61× | 2.29× | ||
| Q3 24 | 0.10× | -0.66× | ||
| Q2 24 | 0.74× | 2.13× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AGO
| Insurance Segment | $226.0M | 82% |
| Other | $37.0M | 13% |
| Gain Loss On Investments Member1 | $8.0M | 3% |
| Non Credit Impairment Related Unrealized Fair Value Gains Losses On Credit Derivatives | $6.0M | 2% |
CLMB
Segment breakdown not available.
