Top line contracting.
−3.2% YoY versus −19.8% prior. 3y CAGR +4.8%.
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Financial Services · Market Cap: $3.4B
Live price unavailable
Fundamentals as of 2026-03-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
2 of 3 legendary models say BUY AGO — but Howard Marks disagrees.
What would legendary investors pay for AGO?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Bottom line: AGO is rated BUY by 2 of 3 legendary models, with 1 holding and 0 flagging it overvalued, but earns a B sector grade (70/100) in Financial Services. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
The Question
−3.2% YoY versus −19.8% prior. 3y CAGR +4.8%.
−3.2%Net margin 63.8% versus 46.2% prior (+17.6pp). Operating 84.0%.
63.8%P/E 8.9x — 2% below the 5y median of 9.0x. Forward 10.5x signals EPS contraction next year.
8.9xConcerns — Assured Guaranty Ltd.'s 7.5% ROE is below sector median.
Financial story
Concerns — Assured Guaranty Ltd.'s 7.5% ROE and 1.28 debt-to-equity warrant a closer look at the underlying business.
How does AGO compare?
AGO is in the Financial Services sector. Sector ranking and peer comparison are in the sector tab.
2 of 3 legendary investor models rate AGO a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $151. See the per-investor fair-value table in the valuation tab.
AGO trades at 8.8x earnings. Sector context and per-investor signals are in the valuation tab.
AGO and BHF differ on P/E, ROE, and revenue growth. See the full AGO vs BHF compare matrix.
Buffett, Lynch, and Marks evaluate AGO against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
See exactly where AGO ranks
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Sign in to see the rankingAGO sits at #1 in Financial Services with a B grade (70/100).