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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and Westrock Coffee Co (WEST). Click either name above to swap in a different company.
Westrock Coffee Co is the larger business by last-quarter revenue ($339.5M vs $277.0M, roughly 1.2× ASSURED GUARANTY LTD). ASSURED GUARANTY LTD runs the higher net margin — 43.0% vs -6.6%, a 49.6% gap on every dollar of revenue. On growth, ASSURED GUARANTY LTD posted the faster year-over-year revenue change (77.6% vs 48.3%). Over the past eight quarters, Westrock Coffee Co's revenue compounded faster (32.8% 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".
Westrock Coffee Co is a global integrated coffee, tea and functional beverage solutions provider. It sources, roasts, manufactures and distributes coffee products, ready-to-drink beverages and custom formulations for retail, foodservice and commercial clients across North America and other key markets.
AGO vs WEST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $277.0M | $339.5M |
| Net Profit | $119.0M | $-22.6M |
| Gross Margin | — | 11.5% |
| Operating Margin | 59.6% | -2.6% |
| Net Margin | 43.0% | -6.6% |
| Revenue YoY | 77.6% | 48.3% |
| Net Profit YoY | 561.1% | 8.3% |
| 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 | $339.5M | ||
| Q3 25 | $207.0M | $354.8M | ||
| Q2 25 | $281.0M | $280.9M | ||
| Q1 25 | $345.0M | $213.8M | ||
| Q4 24 | $156.0M | $229.0M | ||
| Q3 24 | $269.0M | $220.9M | ||
| Q2 24 | $202.0M | $208.4M | ||
| Q1 24 | $245.0M | $192.5M |
| Q4 25 | $119.0M | $-22.6M | ||
| Q3 25 | $105.0M | $-19.1M | ||
| Q2 25 | $103.0M | $-21.6M | ||
| Q1 25 | $176.0M | $-27.2M | ||
| Q4 24 | $18.0M | $-24.6M | ||
| Q3 24 | $171.0M | $-14.3M | ||
| Q2 24 | $78.0M | $-17.8M | ||
| Q1 24 | $109.0M | $-23.7M |
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 19.9% | ||
| Q1 24 | — | 19.4% |
| Q4 25 | 59.6% | -2.6% | ||
| Q3 25 | 65.2% | -2.4% | ||
| Q2 25 | 47.3% | -5.3% | ||
| Q1 25 | 66.4% | -6.1% | ||
| Q4 24 | 19.2% | -4.3% | ||
| Q3 24 | 81.8% | -5.8% | ||
| Q2 24 | 46.5% | -7.9% | ||
| Q1 24 | 58.8% | -5.3% |
| Q4 25 | 43.0% | -6.6% | ||
| Q3 25 | 50.7% | -5.4% | ||
| Q2 25 | 36.7% | -7.7% | ||
| Q1 25 | 51.0% | -12.7% | ||
| Q4 24 | 11.5% | -10.7% | ||
| Q3 24 | 63.6% | -6.5% | ||
| Q2 24 | 38.6% | -8.5% | ||
| Q1 24 | 44.5% | -12.3% |
| Q4 25 | $2.56 | $-0.22 | ||
| Q3 25 | $2.18 | $-0.20 | ||
| Q2 25 | $2.08 | $-0.23 | ||
| Q1 25 | $3.44 | $-0.29 | ||
| Q4 24 | $0.40 | $-0.26 | ||
| Q3 24 | $3.17 | $-0.16 | ||
| Q2 24 | $1.41 | $-0.20 | ||
| Q1 24 | $1.89 | $-0.27 |
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 | $49.9M |
| Total DebtLower is stronger | $1.7B | $444.1M |
| Stockholders' EquityBook value | $5.7B | $-1.9M |
| Total Assets | $12.2B | $1.2B |
| Debt / EquityLower = less leverage | 0.30× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $903.0M | $49.9M | ||
| Q3 25 | $1.3B | $34.0M | ||
| Q2 25 | $939.0M | $44.0M | ||
| Q1 25 | $1.2B | $33.1M | ||
| Q4 24 | $1.2B | $26.2M | ||
| Q3 24 | $1.5B | $22.4M | ||
| Q2 24 | $1.7B | $24.3M | ||
| Q1 24 | $1.6B | $12.6M |
| Q4 25 | $1.7B | $444.1M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $393.1M | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.7B | — |
| Q4 25 | $5.7B | $-1.9M | ||
| Q3 25 | $5.7B | $11.4M | ||
| Q2 25 | $5.6B | $18.2M | ||
| Q1 25 | $5.6B | $71.4M | ||
| Q4 24 | $5.5B | $97.5M | ||
| Q3 24 | $5.7B | $110.3M | ||
| Q2 24 | $5.5B | $81.5M | ||
| Q1 24 | $5.6B | $91.7M |
| Q4 25 | $12.2B | $1.2B | ||
| Q3 25 | $12.1B | $1.2B | ||
| Q2 25 | $12.1B | $1.2B | ||
| Q1 25 | $11.9B | $1.1B | ||
| Q4 24 | $11.9B | $1.1B | ||
| Q3 24 | $12.3B | $1.1B | ||
| Q2 24 | $12.1B | $1.1B | ||
| Q1 24 | $12.2B | $983.3M |
| Q4 25 | 0.30× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.31× | 4.03× | ||
| 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 | $36.7M |
| Free Cash FlowOCF − Capex | — | $27.8M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 2.6% |
| Cash ConversionOCF / Net Profit | 2.18× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $259.0M | $36.7M | ||
| Q3 25 | $55.0M | $-26.6M | ||
| Q2 25 | $78.0M | $-7.0M | ||
| Q1 25 | $87.0M | $-22.1M | ||
| Q4 24 | $47.0M | $2.8M | ||
| Q3 24 | $17.0M | $-332.0K | ||
| Q2 24 | $58.0M | $-23.7M | ||
| Q1 24 | $-74.0M | $8.0M |
| Q4 25 | — | $27.8M | ||
| Q3 25 | — | $-44.7M | ||
| Q2 25 | — | $-27.5M | ||
| Q1 25 | — | $-63.4M | ||
| Q4 24 | — | $-15.4M | ||
| Q3 24 | — | $-36.7M | ||
| Q2 24 | — | $-59.9M | ||
| Q1 24 | — | $-60.9M |
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | -12.6% | ||
| Q2 25 | — | -9.8% | ||
| Q1 25 | — | -29.7% | ||
| Q4 24 | — | -6.7% | ||
| Q3 24 | — | -16.6% | ||
| Q2 24 | — | -28.7% | ||
| Q1 24 | — | -31.7% |
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | — | 7.3% | ||
| Q1 25 | — | 19.3% | ||
| Q4 24 | — | 7.9% | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | — | 17.4% | ||
| Q1 24 | — | 35.8% |
| Q4 25 | 2.18× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.76× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 2.61× | — | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.74× | — | ||
| Q1 24 | -0.68× | — |
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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
