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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $277.0M, roughly 1.2× ASSURED GUARANTY LTD). ASSURED GUARANTY LTD runs the higher net margin — 43.0% vs 5.7%, a 37.2% gap on every dollar of revenue. On growth, ASSURED GUARANTY LTD posted the faster year-over-year revenue change (77.6% vs 10.4%). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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".
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
AGO vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $277.0M | $324.4M |
| Net Profit | $119.0M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 59.6% | 6.3% |
| Net Margin | 43.0% | 5.7% |
| Revenue YoY | 77.6% | 10.4% |
| Net Profit YoY | 561.1% | 50.4% |
| EPS (diluted) | $2.56 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $207.0M | $295.6M | ||
| Q2 25 | $281.0M | $309.0M | ||
| Q1 25 | $345.0M | $296.7M | ||
| Q4 24 | $156.0M | $293.7M | ||
| Q3 24 | $269.0M | $283.1M | ||
| Q2 24 | $202.0M | $282.5M | ||
| Q1 24 | $245.0M | $270.6M |
| Q4 25 | $119.0M | $18.6M | ||
| Q3 25 | $105.0M | $21.2M | ||
| Q2 25 | $103.0M | $10.2M | ||
| Q1 25 | $176.0M | $11.8M | ||
| Q4 24 | $18.0M | $12.3M | ||
| Q3 24 | $171.0M | $11.0M | ||
| Q2 24 | $78.0M | $15.4M | ||
| Q1 24 | $109.0M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | 59.6% | 6.3% | ||
| Q3 25 | 65.2% | 7.1% | ||
| Q2 25 | 47.3% | 5.8% | ||
| Q1 25 | 66.4% | 5.0% | ||
| Q4 24 | 19.2% | 3.9% | ||
| Q3 24 | 81.8% | 5.0% | ||
| Q2 24 | 46.5% | 5.8% | ||
| Q1 24 | 58.8% | 3.4% |
| Q4 25 | 43.0% | 5.7% | ||
| Q3 25 | 50.7% | 7.2% | ||
| Q2 25 | 36.7% | 3.3% | ||
| Q1 25 | 51.0% | 4.0% | ||
| Q4 24 | 11.5% | 4.2% | ||
| Q3 24 | 63.6% | 3.9% | ||
| Q2 24 | 38.6% | 5.4% | ||
| Q1 24 | 44.5% | 4.0% |
| Q4 25 | $2.56 | $0.27 | ||
| Q3 25 | $2.18 | $0.29 | ||
| Q2 25 | $2.08 | $0.14 | ||
| Q1 25 | $3.44 | $0.16 | ||
| Q4 24 | $0.40 | $0.18 | ||
| Q3 24 | $3.17 | $0.15 | ||
| Q2 24 | $1.41 | $0.21 | ||
| Q1 24 | $1.89 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | $1.7B | — |
| Stockholders' EquityBook value | $5.7B | $512.5M |
| Total Assets | $12.2B | $765.0M |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $903.0M | $292.3M | ||
| Q3 25 | $1.3B | $315.4M | ||
| Q2 25 | $939.0M | $310.7M | ||
| Q1 25 | $1.2B | $300.8M | ||
| Q4 24 | $1.2B | $256.6M | ||
| Q3 24 | $1.5B | $252.8M | ||
| Q2 24 | $1.7B | $244.7M | ||
| Q1 24 | $1.6B | $273.4M |
| 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 | $512.5M | ||
| Q3 25 | $5.7B | $490.2M | ||
| Q2 25 | $5.6B | $468.6M | ||
| Q1 25 | $5.6B | $453.4M | ||
| Q4 24 | $5.5B | $437.8M | ||
| Q3 24 | $5.7B | $420.8M | ||
| Q2 24 | $5.5B | $405.8M | ||
| Q1 24 | $5.6B | $389.9M |
| Q4 25 | $12.2B | $765.0M | ||
| Q3 25 | $12.1B | $751.3M | ||
| Q2 25 | $12.1B | $722.9M | ||
| Q1 25 | $11.9B | $713.9M | ||
| Q4 24 | $11.9B | $665.5M | ||
| Q3 24 | $12.3B | $670.9M | ||
| Q2 24 | $12.1B | $657.8M | ||
| Q1 24 | $12.2B | $650.0M |
| 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 | $-10.2M |
| Free Cash FlowOCF − Capex | — | $-13.3M |
| FCF MarginFCF / Revenue | — | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | 2.18× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | — | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $259.0M | $-10.2M | ||
| Q3 25 | $55.0M | $11.8M | ||
| Q2 25 | $78.0M | $12.6M | ||
| Q1 25 | $87.0M | $45.1M | ||
| Q4 24 | $47.0M | $3.9M | ||
| Q3 24 | $17.0M | $9.1M | ||
| Q2 24 | $58.0M | $-24.7M | ||
| Q1 24 | $-74.0M | $38.4M |
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | 2.18× | -0.55× | ||
| Q3 25 | 0.52× | 0.56× | ||
| Q2 25 | 0.76× | 1.24× | ||
| Q1 25 | 0.49× | 3.82× | ||
| Q4 24 | 2.61× | 0.32× | ||
| Q3 24 | 0.10× | 0.83× | ||
| Q2 24 | 0.74× | -1.60× | ||
| Q1 24 | -0.68× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
