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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and RADIAN GROUP INC (RDN). Click either name above to swap in a different company.

Over the past eight quarters, RADIAN GROUP INC's revenue compounded faster (-10.2% 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".

Radian Group Inc. is a mortgage insurance company with a suite of mortgage, risk, real estate, and title services.

AGO vs RDN — Head-to-Head

Bigger by revenue
RDN
RDN
Infinity× larger
RDN
$257.8M
$0
AGO
Faster 2-yr revenue CAGR
RDN
RDN
Annualised
RDN
-10.2%
-100.0%
AGO

Income Statement — Q4 2024 vs Q4 2025

Metric
AGO
AGO
RDN
RDN
Revenue
$0
$257.8M
Net Profit
$18.0M
$154.8M
Gross Margin
Operating Margin
88.9%
Net Margin
60.1%
Revenue YoY
-18.4%
Net Profit YoY
-95.2%
4.4%
EPS (diluted)
$0.40
$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.

Revenue
AGO
AGO
RDN
RDN
Q4 25
$257.8M
Q3 25
$303.2M
Q2 25
$318.0M
Q1 25
$318.1M
Q4 24
$0
$315.9M
Q3 24
$0
$333.9M
Q2 24
$0
$321.1M
Q1 24
$0
$319.4M
Net Profit
AGO
AGO
RDN
RDN
Q4 25
$154.8M
Q3 25
$141.4M
Q2 25
$141.8M
Q1 25
$144.6M
Q4 24
$18.0M
$148.3M
Q3 24
$171.0M
$151.9M
Q2 24
$78.0M
$151.9M
Q1 24
$109.0M
$152.4M
Gross Margin
AGO
AGO
RDN
RDN
Q4 25
Q3 25
Q2 25
97.4%
Q1 25
97.2%
Q4 24
96.9%
Q3 24
97.1%
Q2 24
97.0%
Q1 24
97.1%
Operating Margin
AGO
AGO
RDN
RDN
Q4 25
88.9%
Q3 25
65.5%
Q2 25
55.0%
Q1 25
59.2%
Q4 24
59.9%
Q3 24
58.5%
Q2 24
58.6%
Q1 24
62.2%
Net Margin
AGO
AGO
RDN
RDN
Q4 25
60.1%
Q3 25
46.7%
Q2 25
44.6%
Q1 25
45.4%
Q4 24
46.9%
Q3 24
45.5%
Q2 24
47.3%
Q1 24
47.7%
EPS (diluted)
AGO
AGO
RDN
RDN
Q4 25
$1.11
Q3 25
$1.03
Q2 25
$1.02
Q1 25
$0.98
Q4 24
$0.40
$0.97
Q3 24
$3.17
$0.99
Q2 24
$1.41
$0.98
Q1 24
$1.89
$0.98

Balance Sheet & Financial Strength

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

Metric
AGO
AGO
RDN
RDN
Cash + ST InvestmentsLiquidity on hand
$1.2B
$24.8M
Total DebtLower is stronger
$1.7B
Stockholders' EquityBook value
$5.5B
$4.8B
Total Assets
$11.9B
$8.1B
Debt / EquityLower = less leverage
0.31×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AGO
AGO
RDN
RDN
Q4 25
$24.8M
Q3 25
$15.3M
Q2 25
$22.1M
Q1 25
$24.2M
Q4 24
$1.2B
$38.8M
Q3 24
$1.5B
$28.1M
Q2 24
$1.7B
$13.8M
Q1 24
$1.6B
$27.0M
Total Debt
AGO
AGO
RDN
RDN
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
$1.7B
Q3 24
$1.7B
Q2 24
$1.7B
Q1 24
$1.7B
Stockholders' Equity
AGO
AGO
RDN
RDN
Q4 25
$4.8B
Q3 25
$4.7B
Q2 25
$4.5B
Q1 25
$4.6B
Q4 24
$5.5B
$4.6B
Q3 24
$5.7B
$4.7B
Q2 24
$5.5B
$4.5B
Q1 24
$5.6B
$4.4B
Total Assets
AGO
AGO
RDN
RDN
Q4 25
$8.1B
Q3 25
$8.2B
Q2 25
$9.6B
Q1 25
$8.8B
Q4 24
$11.9B
$8.7B
Q3 24
$12.3B
$8.4B
Q2 24
$12.1B
$8.1B
Q1 24
$12.2B
$7.8B
Debt / Equity
AGO
AGO
RDN
RDN
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
AGO
AGO
RDN
RDN
Operating Cash FlowLast quarter
$46.0M
$407.0M
Free Cash FlowOCF − Capex
$406.1M
FCF MarginFCF / Revenue
157.5%
Capex IntensityCapex / Revenue
0.3%
Cash ConversionOCF / Net Profit
2.56×
2.63×
TTM Free Cash FlowTrailing 4 quarters
$115.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AGO
AGO
RDN
RDN
Q4 25
$407.0M
Q3 25
$358.4M
Q2 25
$-713.3M
Q1 25
$67.8M
Q4 24
$46.0M
$-269.4M
Q3 24
$17.0M
$-237.9M
Q2 24
$58.0M
$-207.3M
Q1 24
$-74.0M
$51.0M
Free Cash Flow
AGO
AGO
RDN
RDN
Q4 25
$406.1M
Q3 25
$357.6M
Q2 25
$-714.6M
Q1 25
$66.6M
Q4 24
$-269.8M
Q3 24
$-238.1M
Q2 24
$-208.3M
Q1 24
$49.5M
FCF Margin
AGO
AGO
RDN
RDN
Q4 25
157.5%
Q3 25
117.9%
Q2 25
-224.7%
Q1 25
20.9%
Q4 24
-85.4%
Q3 24
-71.3%
Q2 24
-64.9%
Q1 24
15.5%
Capex Intensity
AGO
AGO
RDN
RDN
Q4 25
0.3%
Q3 25
0.3%
Q2 25
0.4%
Q1 25
0.4%
Q4 24
0.1%
Q3 24
0.1%
Q2 24
0.3%
Q1 24
0.5%
Cash Conversion
AGO
AGO
RDN
RDN
Q4 25
2.63×
Q3 25
2.53×
Q2 25
-5.03×
Q1 25
0.47×
Q4 24
2.56×
-1.82×
Q3 24
0.10×
-1.57×
Q2 24
0.74×
-1.36×
Q1 24
-0.68×
0.34×

Financial Flow Comparison

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

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