AGOASSURED GUARANTY LTD
Surety Insurance
- Revenue
- $0
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.4B net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired51% of net incomeCash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowFired219% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $88M | $93M | $53M | $0 | $0 | |
| Net income | $389M | $124M | $739M | $376M | $503M | 34% |
| Operating cash flow | −$1.9B | −$2.5B | $461M | $47M | $259M | 451% |
| Buybacks | $496M | $500M | $199M | $502M | $500M | 0.4% |
| Dividends | $66M | $64M | $67M | $68M | $68M | 0.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.