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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
ASSURED GUARANTY LTD is the larger business by last-quarter revenue ($277.0M vs $151.1M, roughly 1.8× STURM RUGER & CO INC). On growth, ASSURED GUARANTY LTD posted the faster year-over-year revenue change (77.6% vs 3.6%). Over the past eight quarters, ASSURED GUARANTY LTD's revenue compounded faster (6.3% CAGR vs 5.1%).
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".
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
AGO vs RGR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $277.0M | $151.1M |
| Net Profit | $119.0M | — |
| Gross Margin | — | 17.8% |
| Operating Margin | 59.6% | 2.3% |
| Net Margin | 43.0% | — |
| Revenue YoY | 77.6% | 3.6% |
| Net Profit YoY | 561.1% | — |
| EPS (diluted) | $2.56 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $207.0M | $126.8M | ||
| Q2 25 | $281.0M | $132.5M | ||
| Q1 25 | $345.0M | $135.7M | ||
| Q4 24 | $156.0M | $145.8M | ||
| Q3 24 | $269.0M | $122.3M | ||
| Q2 24 | $202.0M | $130.8M | ||
| Q1 24 | $245.0M | $136.8M |
| Q4 25 | $119.0M | — | ||
| Q3 25 | $105.0M | $1.6M | ||
| Q2 25 | $103.0M | $-17.2M | ||
| Q1 25 | $176.0M | $7.8M | ||
| Q4 24 | $18.0M | — | ||
| Q3 24 | $171.0M | $4.7M | ||
| Q2 24 | $78.0M | $8.3M | ||
| Q1 24 | $109.0M | $7.1M |
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 22.8% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 22.3% | ||
| Q1 24 | — | 21.5% |
| Q4 25 | 59.6% | 2.3% | ||
| Q3 25 | 65.2% | -2.7% | ||
| Q2 25 | 47.3% | -15.6% | ||
| Q1 25 | 66.4% | 6.2% | ||
| Q4 24 | 19.2% | 7.8% | ||
| Q3 24 | 81.8% | 3.1% | ||
| Q2 24 | 46.5% | 6.9% | ||
| Q1 24 | 58.8% | 5.5% |
| Q4 25 | 43.0% | — | ||
| Q3 25 | 50.7% | 1.2% | ||
| Q2 25 | 36.7% | -13.0% | ||
| Q1 25 | 51.0% | 5.7% | ||
| Q4 24 | 11.5% | — | ||
| Q3 24 | 63.6% | 3.9% | ||
| Q2 24 | 38.6% | 6.3% | ||
| Q1 24 | 44.5% | 5.2% |
| Q4 25 | $2.56 | $0.22 | ||
| Q3 25 | $2.18 | $0.10 | ||
| Q2 25 | $2.08 | $-1.05 | ||
| Q1 25 | $3.44 | $0.46 | ||
| Q4 24 | $0.40 | $0.62 | ||
| Q3 24 | $3.17 | $0.28 | ||
| Q2 24 | $1.41 | $0.47 | ||
| Q1 24 | $1.89 | $0.40 |
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 | $92.5M |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $5.7B | $283.8M |
| Total Assets | $12.2B | $342.0M |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $903.0M | $92.5M | ||
| Q3 25 | $1.3B | $80.8M | ||
| Q2 25 | $939.0M | $101.4M | ||
| Q1 25 | $1.2B | $108.3M | ||
| Q4 24 | $1.2B | $105.5M | ||
| Q3 24 | $1.5B | $96.0M | ||
| Q2 24 | $1.7B | $105.6M | ||
| Q1 24 | $1.6B | $115.3M |
| 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 | $283.8M | ||
| Q3 25 | $5.7B | $279.6M | ||
| Q2 25 | $5.6B | $289.3M | ||
| Q1 25 | $5.6B | $321.5M | ||
| Q4 24 | $5.5B | $319.6M | ||
| Q3 24 | $5.7B | $314.9M | ||
| Q2 24 | $5.5B | $321.5M | ||
| Q1 24 | $5.6B | $332.0M |
| Q4 25 | $12.2B | $342.0M | ||
| Q3 25 | $12.1B | $342.3M | ||
| Q2 25 | $12.1B | $349.5M | ||
| Q1 25 | $11.9B | $379.0M | ||
| Q4 24 | $11.9B | $384.0M | ||
| Q3 24 | $12.3B | $373.5M | ||
| Q2 24 | $12.1B | $376.7M | ||
| Q1 24 | $12.2B | $385.0M |
| 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 | $15.5M |
| Free Cash FlowOCF − Capex | — | $12.3M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | 2.18× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $259.0M | $15.5M | ||
| Q3 25 | $55.0M | $12.9M | ||
| Q2 25 | $78.0M | $14.7M | ||
| Q1 25 | $87.0M | $11.1M | ||
| Q4 24 | $47.0M | $20.0M | ||
| Q3 24 | $17.0M | $9.4M | ||
| Q2 24 | $58.0M | $18.7M | ||
| Q1 24 | $-74.0M | $7.3M |
| Q4 25 | — | $12.3M | ||
| Q3 25 | — | $7.0M | ||
| Q2 25 | — | $9.1M | ||
| Q1 25 | — | $10.0M | ||
| Q4 24 | — | $16.4M | ||
| Q3 24 | — | $2.6M | ||
| Q2 24 | — | $10.1M | ||
| Q1 24 | — | $5.6M |
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 7.7% | ||
| Q1 24 | — | 4.1% |
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | 1.3% |
| Q4 25 | 2.18× | — | ||
| Q3 25 | 0.52× | 8.15× | ||
| Q2 25 | 0.76× | — | ||
| Q1 25 | 0.49× | 1.43× | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 0.10× | 1.98× | ||
| Q2 24 | 0.74× | 2.27× | ||
| Q1 24 | -0.68× | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
