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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and Esperion Therapeutics, Inc. (ESPR). Click either name above to swap in a different company.

ASSURED GUARANTY LTD is the larger business by last-quarter revenue ($277.0M vs $168.4M, roughly 1.6× Esperion Therapeutics, Inc.). On growth, Esperion Therapeutics, Inc. posted the faster year-over-year revenue change (143.7% vs 77.6%). Over the past eight quarters, Esperion Therapeutics, Inc.'s revenue compounded faster (10.6% 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".

Esperion Therapeutics, Inc. is a publicly traded American pharmaceutical company focused on the development of bempedoic acid, an orally available small molecule designed to lower elevated levels of LDL-C. The company is headquartered in Ann Arbor, Michigan.

AGO vs ESPR — Head-to-Head

Bigger by revenue
AGO
AGO
1.6× larger
AGO
$277.0M
$168.4M
ESPR
Growing faster (revenue YoY)
ESPR
ESPR
+66.2% gap
ESPR
143.7%
77.6%
AGO
Faster 2-yr revenue CAGR
ESPR
ESPR
Annualised
ESPR
10.6%
6.3%
AGO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
AGO
AGO
ESPR
ESPR
Revenue
$277.0M
$168.4M
Net Profit
$119.0M
Gross Margin
Operating Margin
59.6%
50.6%
Net Margin
43.0%
Revenue YoY
77.6%
143.7%
Net Profit YoY
561.1%
EPS (diluted)
$2.56
$0.32

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.

Revenue
AGO
AGO
ESPR
ESPR
Q4 25
$277.0M
$168.4M
Q3 25
$207.0M
$87.3M
Q2 25
$281.0M
$82.4M
Q1 25
$345.0M
$65.0M
Q4 24
$156.0M
$69.1M
Q3 24
$269.0M
$51.6M
Q2 24
$202.0M
$73.8M
Q1 24
$245.0M
$137.7M
Net Profit
AGO
AGO
ESPR
ESPR
Q4 25
$119.0M
Q3 25
$105.0M
$-31.3M
Q2 25
$103.0M
$-12.7M
Q1 25
$176.0M
$-40.5M
Q4 24
$18.0M
Q3 24
$171.0M
$-29.5M
Q2 24
$78.0M
$-61.9M
Q1 24
$109.0M
$61.0M
Operating Margin
AGO
AGO
ESPR
ESPR
Q4 25
59.6%
50.6%
Q3 25
65.2%
-11.4%
Q2 25
47.3%
8.6%
Q1 25
66.4%
-34.0%
Q4 24
19.2%
-6.4%
Q3 24
81.8%
-31.0%
Q2 24
46.5%
3.5%
Q1 24
58.8%
52.5%
Net Margin
AGO
AGO
ESPR
ESPR
Q4 25
43.0%
Q3 25
50.7%
-35.9%
Q2 25
36.7%
-15.4%
Q1 25
51.0%
-62.2%
Q4 24
11.5%
Q3 24
63.6%
-57.2%
Q2 24
38.6%
-83.9%
Q1 24
44.5%
44.3%
EPS (diluted)
AGO
AGO
ESPR
ESPR
Q4 25
$2.56
$0.32
Q3 25
$2.18
$-0.16
Q2 25
$2.08
$-0.06
Q1 25
$3.44
$-0.21
Q4 24
$0.40
$-0.14
Q3 24
$3.17
$-0.15
Q2 24
$1.41
$-0.33
Q1 24
$1.89
$0.34

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AGO
AGO
ESPR
ESPR
Cash + ST InvestmentsLiquidity on hand
$903.0M
$167.9M
Total DebtLower is stronger
$1.7B
Stockholders' EquityBook value
$5.7B
$-302.0M
Total Assets
$12.2B
$465.9M
Debt / EquityLower = less leverage
0.30×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AGO
AGO
ESPR
ESPR
Q4 25
$903.0M
$167.9M
Q3 25
$1.3B
$92.4M
Q2 25
$939.0M
$86.1M
Q1 25
$1.2B
$114.6M
Q4 24
$1.2B
$144.8M
Q3 24
$1.5B
$144.7M
Q2 24
$1.7B
$189.3M
Q1 24
$1.6B
$226.6M
Total Debt
AGO
AGO
ESPR
ESPR
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 24
$1.7B
Stockholders' Equity
AGO
AGO
ESPR
ESPR
Q4 25
$5.7B
$-302.0M
Q3 25
$5.7B
$-451.4M
Q2 25
$5.6B
$-433.5M
Q1 25
$5.6B
$-426.2M
Q4 24
$5.5B
$-388.7M
Q3 24
$5.7B
$-370.2M
Q2 24
$5.5B
$-344.2M
Q1 24
$5.6B
$-294.3M
Total Assets
AGO
AGO
ESPR
ESPR
Q4 25
$12.2B
$465.9M
Q3 25
$12.1B
$364.0M
Q2 25
$12.1B
$347.1M
Q1 25
$11.9B
$324.0M
Q4 24
$11.9B
$343.8M
Q3 24
$12.3B
$314.1M
Q2 24
$12.1B
$352.3M
Q1 24
$12.2B
$373.1M
Debt / Equity
AGO
AGO
ESPR
ESPR
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×
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
AGO
AGO
ESPR
ESPR
Operating Cash FlowLast quarter
$259.0M
$45.2M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
0.0%
Cash ConversionOCF / Net Profit
2.18×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AGO
AGO
ESPR
ESPR
Q4 25
$259.0M
$45.2M
Q3 25
$55.0M
$-4.3M
Q2 25
$78.0M
$-31.4M
Q1 25
$87.0M
$-22.6M
Q4 24
$47.0M
$-35.0M
Q3 24
$17.0M
$-35.3M
Q2 24
$58.0M
$-7.2M
Q1 24
$-74.0M
$53.8M
Free Cash Flow
AGO
AGO
ESPR
ESPR
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
$-35.5M
Q2 24
$-7.3M
Q1 24
$53.8M
FCF Margin
AGO
AGO
ESPR
ESPR
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
-68.7%
Q2 24
-9.9%
Q1 24
39.0%
Capex Intensity
AGO
AGO
ESPR
ESPR
Q4 25
0.0%
Q3 25
0.0%
Q2 25
0.0%
Q1 25
0.0%
Q4 24
0.0%
Q3 24
0.3%
Q2 24
0.1%
Q1 24
0.1%
Cash Conversion
AGO
AGO
ESPR
ESPR
Q4 25
2.18×
Q3 25
0.52×
Q2 25
0.76×
Q1 25
0.49×
Q4 24
2.61×
Q3 24
0.10×
Q2 24
0.74×
Q1 24
-0.68×
0.88×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AGO
AGO

Insurance Segment$226.0M82%
Other$37.0M13%
Gain Loss On Investments Member1$8.0M3%
Non Credit Impairment Related Unrealized Fair Value Gains Losses On Credit Derivatives$6.0M2%

ESPR
ESPR

Collaboration Revenue$124.7M74%
Products$43.7M26%

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