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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ASSURED GUARANTY LTD is the larger business by last-quarter revenue ($277.0M vs $200.5M, roughly 1.4× ROGERS CORP). ASSURED GUARANTY LTD runs the higher net margin — 43.0% vs 2.2%, a 40.7% gap on every dollar of revenue. On growth, ASSURED GUARANTY LTD posted the faster year-over-year revenue change (77.6% vs 5.2%). Over the past eight quarters, ASSURED GUARANTY LTD's revenue compounded faster (6.3% CAGR vs -3.3%).
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".
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
AGO vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $277.0M | $200.5M |
| Net Profit | $119.0M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 59.6% | — |
| Net Margin | 43.0% | 2.2% |
| Revenue YoY | 77.6% | 5.2% |
| Net Profit YoY | 561.1% | 421.4% |
| EPS (diluted) | $2.56 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $277.0M | $201.5M | ||
| Q3 25 | $207.0M | $216.0M | ||
| Q2 25 | $281.0M | $202.8M | ||
| Q1 25 | $345.0M | $190.5M | ||
| Q4 24 | $156.0M | $192.2M | ||
| Q3 24 | $269.0M | $210.3M | ||
| Q2 24 | $202.0M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $119.0M | $4.6M | ||
| Q3 25 | $105.0M | $8.6M | ||
| Q2 25 | $103.0M | $-73.6M | ||
| Q1 25 | $176.0M | $-1.4M | ||
| Q4 24 | $18.0M | $-500.0K | ||
| Q3 24 | $171.0M | $10.7M | ||
| Q2 24 | $78.0M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 59.6% | 3.5% | ||
| Q3 25 | 65.2% | 7.3% | ||
| Q2 25 | 47.3% | -33.3% | ||
| Q1 25 | 66.4% | -0.2% | ||
| Q4 24 | 19.2% | -6.6% | ||
| Q3 24 | 81.8% | 6.9% | ||
| Q2 24 | 46.5% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 43.0% | 2.3% | ||
| Q3 25 | 50.7% | 4.0% | ||
| Q2 25 | 36.7% | -36.3% | ||
| Q1 25 | 51.0% | -0.7% | ||
| Q4 24 | 11.5% | -0.3% | ||
| Q3 24 | 63.6% | 5.1% | ||
| Q2 24 | 38.6% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $2.56 | $0.20 | ||
| Q3 25 | $2.18 | $0.48 | ||
| Q2 25 | $2.08 | $-4.00 | ||
| Q1 25 | $3.44 | $-0.08 | ||
| Q4 24 | $0.40 | $-0.04 | ||
| Q3 24 | $3.17 | $0.58 | ||
| Q2 24 | $1.41 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $5.7B | $1.2B |
| Total Assets | $12.2B | $1.4B |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $903.0M | $197.0M | ||
| Q3 25 | $1.3B | $167.8M | ||
| Q2 25 | $939.0M | $157.2M | ||
| Q1 25 | $1.2B | $175.6M | ||
| Q4 24 | $1.2B | $159.8M | ||
| Q3 24 | $1.5B | $146.4M | ||
| Q2 24 | $1.7B | $119.9M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.2B | ||
| Q4 25 | $5.7B | $1.2B | ||
| Q3 25 | $5.7B | $1.2B | ||
| Q2 25 | $5.6B | $1.2B | ||
| Q1 25 | $5.6B | $1.3B | ||
| Q4 24 | $5.5B | $1.3B | ||
| Q3 24 | $5.7B | $1.3B | ||
| Q2 24 | $5.5B | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $12.2B | $1.4B | ||
| Q3 25 | $12.1B | $1.4B | ||
| Q2 25 | $12.1B | $1.5B | ||
| Q1 25 | $11.9B | $1.5B | ||
| Q4 24 | $11.9B | $1.5B | ||
| Q3 24 | $12.3B | $1.5B | ||
| Q2 24 | $12.1B | $1.5B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $5.8M |
| Free Cash FlowOCF − Capex | — | $1.1M |
| FCF MarginFCF / Revenue | — | 0.5% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | 2.18× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $259.0M | $46.9M | ||
| Q3 25 | $55.0M | $28.9M | ||
| Q2 25 | $78.0M | $13.7M | ||
| Q1 25 | $87.0M | $11.7M | ||
| Q4 24 | $47.0M | $33.7M | ||
| Q3 24 | $17.0M | $42.4M | ||
| Q2 24 | $58.0M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.18× | 10.20× | ||
| Q3 25 | 0.52× | 3.36× | ||
| Q2 25 | 0.76× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 0.10× | 3.96× | ||
| Q2 24 | 0.74× | 2.83× |
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% |
ROG
Segment breakdown not available.
