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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and ESCO TECHNOLOGIES INC (ESE). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $277.0M, roughly 1.0× ASSURED GUARANTY LTD). ASSURED GUARANTY LTD runs the higher net margin — 43.0% vs 9.9%, a 33.1% gap on every dollar of revenue. On growth, ASSURED GUARANTY LTD posted the faster year-over-year revenue change (77.6% vs 17.3%). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% 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".
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
AGO vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $277.0M | $289.7M |
| Net Profit | $119.0M | $28.7M |
| Gross Margin | — | 41.4% |
| Operating Margin | 59.6% | 13.2% |
| Net Margin | 43.0% | 9.9% |
| Revenue YoY | 77.6% | 17.3% |
| Net Profit YoY | 561.1% | 22.2% |
| EPS (diluted) | $2.56 | $1.11 |
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.
| Q4 25 | $277.0M | $289.7M | ||
| Q3 25 | $207.0M | $286.5M | ||
| Q2 25 | $281.0M | $296.3M | ||
| Q1 25 | $345.0M | $265.5M | ||
| Q4 24 | $156.0M | $247.0M | ||
| Q3 24 | $269.0M | $298.5M | ||
| Q2 24 | $202.0M | $260.8M | ||
| Q1 24 | $245.0M | $249.1M |
| Q4 25 | $119.0M | $28.7M | ||
| Q3 25 | $105.0M | $218.7M | ||
| Q2 25 | $103.0M | $26.1M | ||
| Q1 25 | $176.0M | $31.0M | ||
| Q4 24 | $18.0M | $23.5M | ||
| Q3 24 | $171.0M | $34.3M | ||
| Q2 24 | $78.0M | $29.2M | ||
| Q1 24 | $109.0M | $23.2M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
| Q4 25 | 59.6% | 13.2% | ||
| Q3 25 | 65.2% | 17.2% | ||
| Q2 25 | 47.3% | 11.2% | ||
| Q1 25 | 66.4% | 15.3% | ||
| Q4 24 | 19.2% | 11.4% | ||
| Q3 24 | 81.8% | 14.8% | ||
| Q2 24 | 46.5% | 14.3% | ||
| Q1 24 | 58.8% | 11.7% |
| Q4 25 | 43.0% | 9.9% | ||
| Q3 25 | 50.7% | 76.3% | ||
| Q2 25 | 36.7% | 8.8% | ||
| Q1 25 | 51.0% | 11.7% | ||
| Q4 24 | 11.5% | 9.5% | ||
| Q3 24 | 63.6% | 11.5% | ||
| Q2 24 | 38.6% | 11.2% | ||
| Q1 24 | 44.5% | 9.3% |
| Q4 25 | $2.56 | $1.11 | ||
| Q3 25 | $2.18 | $8.43 | ||
| Q2 25 | $2.08 | $1.01 | ||
| Q1 25 | $3.44 | $1.20 | ||
| Q4 24 | $0.40 | $0.91 | ||
| Q3 24 | $3.17 | $1.32 | ||
| Q2 24 | $1.41 | $1.13 | ||
| Q1 24 | $1.89 | $0.90 |
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 | $103.8M |
| Total DebtLower is stronger | $1.7B | $145.5M |
| Stockholders' EquityBook value | $5.7B | $1.6B |
| Total Assets | $12.2B | $2.4B |
| Debt / EquityLower = less leverage | 0.30× | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $903.0M | $103.8M | ||
| Q3 25 | $1.3B | $101.3M | ||
| Q2 25 | $939.0M | $78.7M | ||
| Q1 25 | $1.2B | $57.4M | ||
| Q4 24 | $1.2B | $71.3M | ||
| Q3 24 | $1.5B | $66.0M | ||
| Q2 24 | $1.7B | $63.0M | ||
| Q1 24 | $1.6B | $59.4M |
| Q4 25 | $1.7B | $145.5M | ||
| Q3 25 | $1.7B | $186.0M | ||
| Q2 25 | $1.7B | $525.0M | ||
| Q1 25 | $1.7B | $88.0M | ||
| Q4 24 | $1.7B | $112.0M | ||
| Q3 24 | $1.7B | $122.0M | ||
| Q2 24 | $1.7B | $173.0M | ||
| Q1 24 | $1.7B | $191.0M |
| Q4 25 | $5.7B | $1.6B | ||
| Q3 25 | $5.7B | $1.5B | ||
| Q2 25 | $5.6B | $1.3B | ||
| Q1 25 | $5.6B | $1.3B | ||
| Q4 24 | $5.5B | $1.2B | ||
| Q3 24 | $5.7B | $1.2B | ||
| Q2 24 | $5.5B | $1.2B | ||
| Q1 24 | $5.6B | $1.2B |
| Q4 25 | $12.2B | $2.4B | ||
| Q3 25 | $12.1B | $2.4B | ||
| Q2 25 | $12.1B | $2.5B | ||
| Q1 25 | $11.9B | $1.8B | ||
| Q4 24 | $11.9B | $1.8B | ||
| Q3 24 | $12.3B | $1.8B | ||
| Q2 24 | $12.1B | $1.8B | ||
| Q1 24 | $12.2B | $1.8B |
| Q4 25 | 0.30× | 0.09× | ||
| Q3 25 | 0.30× | 0.12× | ||
| Q2 25 | 0.30× | 0.40× | ||
| Q1 25 | 0.30× | 0.07× | ||
| Q4 24 | 0.31× | 0.09× | ||
| Q3 24 | 0.30× | 0.10× | ||
| Q2 24 | 0.31× | 0.14× | ||
| Q1 24 | 0.30× | 0.16× |
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 | $68.9M |
| Free Cash FlowOCF − Capex | — | $63.0M |
| FCF MarginFCF / Revenue | — | 21.7% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | 2.18× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | — | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $259.0M | $68.9M | ||
| Q3 25 | $55.0M | $109.9M | ||
| Q2 25 | $78.0M | $73.7M | ||
| Q1 25 | $87.0M | $24.1M | ||
| Q4 24 | $47.0M | $34.2M | ||
| Q3 24 | $17.0M | $72.1M | ||
| Q2 24 | $58.0M | $36.2M | ||
| Q1 24 | $-74.0M | $10.5M |
| Q4 25 | — | $63.0M | ||
| Q3 25 | — | $97.8M | ||
| Q2 25 | — | $64.9M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | — | $60.9M | ||
| Q2 24 | — | $27.6M | ||
| Q1 24 | — | $2.0M |
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 20.4% | ||
| Q2 24 | — | 10.6% | ||
| Q1 24 | — | 0.8% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 3.4% |
| Q4 25 | 2.18× | 2.40× | ||
| Q3 25 | 0.52× | 0.50× | ||
| Q2 25 | 0.76× | 2.83× | ||
| Q1 25 | 0.49× | 0.78× | ||
| Q4 24 | 2.61× | 1.46× | ||
| Q3 24 | 0.10× | 2.10× | ||
| Q2 24 | 0.74× | 1.24× | ||
| Q1 24 | -0.68× | 0.45× |
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% |
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
