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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and MGIC INVESTMENT CORP (MTG). Click either name above to swap in a different company.
Over the past eight quarters, MGIC INVESTMENT CORP's revenue compounded faster (0.7% 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".
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
AGO vs MTG — Head-to-Head
Income Statement — Q4 2024 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $0 | $298.7M |
| Net Profit | $18.0M | $169.3M |
| Gross Margin | — | — |
| Operating Margin | — | 71.2% |
| Net Margin | — | 56.7% |
| Revenue YoY | — | -0.9% |
| Net Profit YoY | -95.2% | -8.3% |
| EPS (diluted) | $0.40 | $0.75 |
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 | — | $298.7M | ||
| Q3 25 | — | $304.5M | ||
| Q2 25 | — | $304.2M | ||
| Q1 25 | — | $306.2M | ||
| Q4 24 | $0 | $301.4M | ||
| Q3 24 | $0 | $306.6M | ||
| Q2 24 | $0 | $305.3M | ||
| Q1 24 | $0 | $294.4M |
| Q4 25 | — | $169.3M | ||
| Q3 25 | — | $191.1M | ||
| Q2 25 | — | $192.5M | ||
| Q1 25 | — | $185.5M | ||
| Q4 24 | $18.0M | $184.7M | ||
| Q3 24 | $171.0M | $200.0M | ||
| Q2 24 | $78.0M | $204.2M | ||
| Q1 24 | $109.0M | $174.1M |
| Q4 25 | — | 71.2% | ||
| Q3 25 | — | 77.2% | ||
| Q2 25 | — | 80.9% | ||
| Q1 25 | — | 76.6% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 82.9% | ||
| Q2 24 | — | 85.1% | ||
| Q1 24 | — | 74.7% |
| Q4 25 | — | 56.7% | ||
| Q3 25 | — | 62.8% | ||
| Q2 25 | — | 63.3% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 61.3% | ||
| Q3 24 | — | 65.2% | ||
| Q2 24 | — | 66.9% | ||
| Q1 24 | — | 59.1% |
| Q4 25 | — | $0.75 | ||
| Q3 25 | — | $0.83 | ||
| Q2 25 | — | $0.81 | ||
| Q1 25 | — | $0.75 | ||
| Q4 24 | $0.40 | $0.71 | ||
| Q3 24 | $3.17 | $0.77 | ||
| Q2 24 | $1.41 | $0.77 | ||
| Q1 24 | $1.89 | $0.64 |
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 | $369.0M |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $5.5B | $5.1B |
| Total Assets | $11.9B | $6.6B |
| Debt / EquityLower = less leverage | 0.31× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $369.0M | ||
| Q3 25 | — | $266.9M | ||
| Q2 25 | — | $294.9M | ||
| Q1 25 | — | $207.0M | ||
| Q4 24 | $1.2B | $229.5M | ||
| Q3 24 | $1.5B | $288.6M | ||
| Q2 24 | $1.7B | $281.8M | ||
| Q1 24 | $1.6B | $431.3M |
| 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 | — | $5.1B | ||
| Q3 25 | — | $5.2B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | $5.5B | $5.2B | ||
| Q3 24 | $5.7B | $5.3B | ||
| Q2 24 | $5.5B | $5.1B | ||
| Q1 24 | $5.6B | $5.1B |
| Q4 25 | — | $6.6B | ||
| Q3 25 | — | $6.6B | ||
| Q2 25 | — | $6.5B | ||
| Q1 25 | — | $6.5B | ||
| Q4 24 | $11.9B | $6.5B | ||
| Q3 24 | $12.3B | $6.7B | ||
| Q2 24 | $12.1B | $6.5B | ||
| Q1 24 | $12.2B | $6.5B |
| 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 | $230.8M |
| Free Cash FlowOCF − Capex | — | $230.2M |
| FCF MarginFCF / Revenue | — | 77.1% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | 2.56× | 1.36× |
| TTM Free Cash FlowTrailing 4 quarters | — | $851.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $230.8M | ||
| Q3 25 | — | $215.4M | ||
| Q2 25 | — | $183.0M | ||
| Q1 25 | — | $223.7M | ||
| Q4 24 | $46.0M | $182.4M | ||
| Q3 24 | $17.0M | $182.9M | ||
| Q2 24 | $58.0M | $169.2M | ||
| Q1 24 | $-74.0M | $190.5M |
| Q4 25 | — | $230.2M | ||
| Q3 25 | — | $215.1M | ||
| Q2 25 | — | $183.0M | ||
| Q1 25 | — | $223.5M | ||
| Q4 24 | — | $181.9M | ||
| Q3 24 | — | $182.5M | ||
| Q2 24 | — | $169.0M | ||
| Q1 24 | — | — |
| Q4 25 | — | 77.1% | ||
| Q3 25 | — | 70.6% | ||
| Q2 25 | — | 60.1% | ||
| Q1 25 | — | 73.0% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 59.5% | ||
| Q2 24 | — | 55.3% | ||
| Q1 24 | — | — |
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.0% |
| Q4 25 | — | 1.36× | ||
| Q3 25 | — | 1.13× | ||
| Q2 25 | — | 0.95× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 2.56× | 0.99× | ||
| Q3 24 | 0.10× | 0.91× | ||
| Q2 24 | 0.74× | 0.83× | ||
| Q1 24 | -0.68× | 1.09× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
