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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and Bristow Group Inc. (VTOL). Click either name above to swap in a different company.
Bristow Group Inc. is the larger business by last-quarter revenue ($377.3M vs $277.0M, roughly 1.4× ASSURED GUARANTY LTD). ASSURED GUARANTY LTD runs the higher net margin — 43.0% vs 4.9%, a 38.1% gap on every dollar of revenue. On growth, ASSURED GUARANTY LTD posted the faster year-over-year revenue change (77.6% vs 6.7%). Over the past eight quarters, ASSURED GUARANTY LTD's revenue compounded faster (6.3% CAGR vs 5.8%).
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".
Bristow Helicopters Limited is a British civil helicopter operator originally based at Aberdeen Airport, Scotland, which is currently a part of the U.S.-based Bristow Group which in turn has its corporate headquarters in Houston, Texas, U.S. In 2020, Bristow Group was merged with Era Helicopters, a large U.S.-based commercial helicopter operator that was previously a division of Era Aviation, with the two companies then continuing to use the Bristow name.
AGO vs VTOL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $277.0M | $377.3M |
| Net Profit | $119.0M | $18.4M |
| Gross Margin | — | — |
| Operating Margin | 59.6% | 8.5% |
| Net Margin | 43.0% | 4.9% |
| Revenue YoY | 77.6% | 6.7% |
| Net Profit YoY | 561.1% | -42.1% |
| EPS (diluted) | $2.56 | $0.61 |
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 | $377.3M | ||
| Q3 25 | $207.0M | $386.3M | ||
| Q2 25 | $281.0M | $376.4M | ||
| Q1 25 | $345.0M | $350.5M | ||
| Q4 24 | $156.0M | $353.5M | ||
| Q3 24 | $269.0M | $365.1M | ||
| Q2 24 | $202.0M | $359.7M | ||
| Q1 24 | $245.0M | $337.1M |
| Q4 25 | $119.0M | $18.4M | ||
| Q3 25 | $105.0M | $51.5M | ||
| Q2 25 | $103.0M | $31.7M | ||
| Q1 25 | $176.0M | $27.4M | ||
| Q4 24 | $18.0M | $31.8M | ||
| Q3 24 | $171.0M | $28.2M | ||
| Q2 24 | $78.0M | $28.2M | ||
| Q1 24 | $109.0M | $6.6M |
| Q4 25 | 59.6% | 8.5% | ||
| Q3 25 | 65.2% | 13.1% | ||
| Q2 25 | 47.3% | 11.3% | ||
| Q1 25 | 66.4% | 9.6% | ||
| Q4 24 | 19.2% | 9.0% | ||
| Q3 24 | 81.8% | 9.1% | ||
| Q2 24 | 46.5% | 12.4% | ||
| Q1 24 | 58.8% | 6.8% |
| Q4 25 | 43.0% | 4.9% | ||
| Q3 25 | 50.7% | 13.3% | ||
| Q2 25 | 36.7% | 8.4% | ||
| Q1 25 | 51.0% | 7.8% | ||
| Q4 24 | 11.5% | 9.0% | ||
| Q3 24 | 63.6% | 7.7% | ||
| Q2 24 | 38.6% | 7.8% | ||
| Q1 24 | 44.5% | 2.0% |
| Q4 25 | $2.56 | $0.61 | ||
| Q3 25 | $2.18 | $1.72 | ||
| Q2 25 | $2.08 | $1.07 | ||
| Q1 25 | $3.44 | $0.92 | ||
| Q4 24 | $0.40 | $1.07 | ||
| Q3 24 | $3.17 | $0.95 | ||
| Q2 24 | $1.41 | $0.96 | ||
| Q1 24 | $1.89 | $0.23 |
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 | $286.2M |
| Total DebtLower is stronger | $1.7B | $671.5M |
| Stockholders' EquityBook value | $5.7B | $1.1B |
| Total Assets | $12.2B | $2.3B |
| Debt / EquityLower = less leverage | 0.30× | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $903.0M | $286.2M | ||
| Q3 25 | $1.3B | $245.5M | ||
| Q2 25 | $939.0M | $251.8M | ||
| Q1 25 | $1.2B | $191.1M | ||
| Q4 24 | $1.2B | $247.5M | ||
| Q3 24 | $1.5B | $200.3M | ||
| Q2 24 | $1.7B | $178.6M | ||
| Q1 24 | $1.6B | $140.6M |
| Q4 25 | $1.7B | $671.5M | ||
| Q3 25 | $1.7B | $675.0M | ||
| Q2 25 | $1.7B | $705.2M | ||
| Q1 25 | $1.7B | $701.9M | ||
| Q4 24 | $1.7B | $689.8M | ||
| Q3 24 | $1.7B | $629.1M | ||
| Q2 24 | $1.7B | $594.2M | ||
| Q1 24 | $1.7B | $544.1M |
| Q4 25 | $5.7B | $1.1B | ||
| Q3 25 | $5.7B | $1.0B | ||
| Q2 25 | $5.6B | $984.4M | ||
| Q1 25 | $5.6B | $931.7M | ||
| Q4 24 | $5.5B | $891.7M | ||
| Q3 24 | $5.7B | $899.2M | ||
| Q2 24 | $5.5B | $849.1M | ||
| Q1 24 | $5.6B | $820.7M |
| Q4 25 | $12.2B | $2.3B | ||
| Q3 25 | $12.1B | $2.3B | ||
| Q2 25 | $12.1B | $2.3B | ||
| Q1 25 | $11.9B | $2.2B | ||
| Q4 24 | $11.9B | $2.1B | ||
| Q3 24 | $12.3B | $2.1B | ||
| Q2 24 | $12.1B | $2.0B | ||
| Q1 24 | $12.2B | $1.9B |
| Q4 25 | 0.30× | 0.63× | ||
| Q3 25 | 0.30× | 0.65× | ||
| Q2 25 | 0.30× | 0.72× | ||
| Q1 25 | 0.30× | 0.75× | ||
| Q4 24 | 0.31× | 0.77× | ||
| Q3 24 | 0.30× | 0.70× | ||
| Q2 24 | 0.31× | 0.70× | ||
| Q1 24 | 0.30× | 0.66× |
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 | $76.9M |
| Free Cash FlowOCF − Capex | — | $47.8M |
| FCF MarginFCF / Revenue | — | 12.7% |
| Capex IntensityCapex / Revenue | — | 7.7% |
| Cash ConversionOCF / Net Profit | 2.18× | 4.17× |
| TTM Free Cash FlowTrailing 4 quarters | — | $56.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $259.0M | $76.9M | ||
| Q3 25 | $55.0M | $23.1M | ||
| Q2 25 | $78.0M | $99.0M | ||
| Q1 25 | $87.0M | $-603.0K | ||
| Q4 24 | $47.0M | $51.1M | ||
| Q3 24 | $17.0M | $66.0M | ||
| Q2 24 | $58.0M | $33.7M | ||
| Q1 24 | $-74.0M | $26.7M |
| Q4 25 | — | $47.8M | ||
| Q3 25 | — | $-6.2M | ||
| Q2 25 | — | $67.4M | ||
| Q1 25 | — | $-52.7M | ||
| Q4 24 | — | $-32.4M | ||
| Q3 24 | — | $9.0M | ||
| Q2 24 | — | $-16.7M | ||
| Q1 24 | — | $-37.9M |
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | -1.6% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | -15.0% | ||
| Q4 24 | — | -9.2% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | -4.6% | ||
| Q1 24 | — | -11.2% |
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 7.6% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 14.9% | ||
| Q4 24 | — | 23.6% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 14.0% | ||
| Q1 24 | — | 19.2% |
| Q4 25 | 2.18× | 4.17× | ||
| Q3 25 | 0.52× | 0.45× | ||
| Q2 25 | 0.76× | 3.12× | ||
| Q1 25 | 0.49× | -0.02× | ||
| Q4 24 | 2.61× | 1.61× | ||
| Q3 24 | 0.10× | 2.34× | ||
| Q2 24 | 0.74× | 1.20× | ||
| Q1 24 | -0.68× | 4.04× |
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% |
VTOL
| Offshore Energy Services | $247.5M | 66% |
| Government Services | $100.1M | 27% |
| Other | $21.9M | 6% |
| Related Party | $7.8M | 2% |