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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
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| 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.
| 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 |
| 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 |
| 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% |
| 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% |
| 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 | ||
|---|---|---|
| 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.
| 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 |
| 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 | — |
| 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 |
| 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 |
| 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 | ||
|---|---|---|
| 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.
| 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 |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-35.5M | ||
| Q2 24 | — | $-7.3M | ||
| Q1 24 | — | $53.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -68.7% | ||
| Q2 24 | — | -9.9% | ||
| Q1 24 | — | 39.0% |
| 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% |
| 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
| 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% |
ESPR
| Collaboration Revenue | $124.7M | 74% |
| Products | $43.7M | 26% |