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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Over the past eight quarters, Essent Group Ltd.'s revenue compounded faster (2.3% CAGR vs -100.0%).
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".
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
AGO vs ESNT — Head-to-Head
Income Statement — Q4 2024 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $0 | $312.4M |
| Net Profit | $18.0M | $155.0M |
| Gross Margin | — | — |
| Operating Margin | — | 59.1% |
| Net Margin | — | 49.6% |
| Revenue YoY | — | -0.8% |
| Net Profit YoY | -95.2% | -7.7% |
| EPS (diluted) | $0.40 | $1.61 |
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 | — | $312.4M | ||
| Q3 25 | — | $311.8M | ||
| Q2 25 | — | $319.1M | ||
| Q1 25 | — | $317.6M | ||
| Q4 24 | $0 | $315.0M | ||
| Q3 24 | $0 | $316.6M | ||
| Q2 24 | $0 | $312.9M | ||
| Q1 24 | $0 | $298.4M |
| Q4 25 | — | $155.0M | ||
| Q3 25 | — | $164.2M | ||
| Q2 25 | — | $195.3M | ||
| Q1 25 | — | $175.4M | ||
| Q4 24 | $18.0M | $167.9M | ||
| Q3 24 | $171.0M | $176.2M | ||
| Q2 24 | $78.0M | $203.6M | ||
| Q1 24 | $109.0M | $181.7M |
| Q4 25 | — | 59.1% | ||
| Q3 25 | — | 63.9% | ||
| Q2 25 | — | 72.4% | ||
| Q1 25 | — | 65.2% | ||
| Q4 24 | — | 61.9% | ||
| Q3 24 | — | 65.6% | ||
| Q2 24 | — | 76.4% | ||
| Q1 24 | — | 71.6% |
| Q4 25 | — | 49.6% | ||
| Q3 25 | — | 52.7% | ||
| Q2 25 | — | 61.2% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 53.3% | ||
| Q3 24 | — | 55.6% | ||
| Q2 24 | — | 65.1% | ||
| Q1 24 | — | 60.9% |
| Q4 25 | — | $1.61 | ||
| Q3 25 | — | $1.67 | ||
| Q2 25 | — | $1.93 | ||
| Q1 25 | — | $1.69 | ||
| Q4 24 | $0.40 | $1.59 | ||
| Q3 24 | $3.17 | $1.65 | ||
| Q2 24 | $1.41 | $1.91 | ||
| Q1 24 | $1.89 | $1.70 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | — |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $5.5B | $5.8B |
| Total Assets | $11.9B | $7.4B |
| Debt / EquityLower = less leverage | 0.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.6B | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.7B | — |
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.7B | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | $5.5B | $5.6B | ||
| Q3 24 | $5.7B | $5.6B | ||
| Q2 24 | $5.5B | $5.4B | ||
| Q1 24 | $5.6B | $5.2B |
| Q4 25 | — | $7.4B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.2B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | $11.9B | $7.1B | ||
| Q3 24 | $12.3B | $7.1B | ||
| Q2 24 | $12.1B | $6.7B | ||
| Q1 24 | $12.2B | $6.6B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.31× | — | ||
| Q1 24 | 0.30× | — |
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 | $46.0M | $229.1M |
| Free Cash FlowOCF − Capex | — | $228.0M |
| FCF MarginFCF / Revenue | — | 73.0% |
| Capex IntensityCapex / Revenue | — | 0.4% |
| Cash ConversionOCF / Net Profit | 2.56× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | — | $848.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $229.1M | ||
| Q3 25 | — | $215.9M | ||
| Q2 25 | — | $189.5M | ||
| Q1 25 | — | $221.6M | ||
| Q4 24 | $46.0M | $226.7M | ||
| Q3 24 | $17.0M | $229.2M | ||
| Q2 24 | $58.0M | $188.7M | ||
| Q1 24 | $-74.0M | $216.9M |
| Q4 25 | — | $228.0M | ||
| Q3 25 | — | $210.6M | ||
| Q2 25 | — | $188.8M | ||
| Q1 25 | — | $221.3M | ||
| Q4 24 | — | $226.0M | ||
| Q3 24 | — | $228.7M | ||
| Q2 24 | — | $187.6M | ||
| Q1 24 | — | $212.5M |
| Q4 25 | — | 73.0% | ||
| Q3 25 | — | 67.5% | ||
| Q2 25 | — | 59.2% | ||
| Q1 25 | — | 69.7% | ||
| Q4 24 | — | 71.7% | ||
| Q3 24 | — | 72.2% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | — | 71.2% |
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 1.5% |
| Q4 25 | — | 1.48× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 1.26× | ||
| Q4 24 | 2.56× | 1.35× | ||
| Q3 24 | 0.10× | 1.30× | ||
| Q2 24 | 0.74× | 0.93× | ||
| Q1 24 | -0.68× | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
