Assured Guaranty Ltd. (AGO) on Decifer

Decifer ranks AGO number 245 of 265 tracked names on durable business quality.

Why it ranks here

• Its returns on invested money are modest, around 7% and those returns have been improving.
• Revenue is not growing right now, profits grew 47% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• 7 percent returns with zero revenue growth, no growth role, and 4 momentum capped below trend makes this uninvestable.

The current read

The evidence on AGO lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Specialty & E&S Insurance Hardening: Climate-driven catastrophe losses and complex emerging risks are pushing coverage out of admitted markets into a hard-pricing specialty and E&S market growing above the broader P&C industry.

Read the full AGO research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.