Assured Guaranty Ltd (AGO)vsBerkshire Hathaway Inc (BRK-B)
AGO
Assured Guaranty Ltd
$76.63
+2.30%
FINANCIAL SERVICES · Cap: $3.39B
BRK-B
Berkshire Hathaway Inc
$492.81
+1.98%
FINANCIAL SERVICES · Cap: $1.07T
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 46017% more annual revenue ($375.39B vs $814.00M). AGO leads profitability with a 51.0% profit margin vs 19.3%. AGO appears more attractively valued with a PEG of 0.33. BRK-B earns a higher WallStSmart Score of 62/100 (C+).
AGO
Buy61
out of 100
Grade: C+
BRK-B
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 24.3%
Mega-cap, among the largest globally
Reasonable price relative to book value
Earnings expanding 119.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.5B in free cash flow
Areas to Watch
ROE of 7.9% — below average capital efficiency
Revenue declined 6.2%
Earnings declined 44.5%
4.4% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AGO
The strongest argument for AGO centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 51.0% and operating margin at 24.3%. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bull Case : BRK-B
The strongest argument for BRK-B centers on Market Cap, Price/Book, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 14.3%.
Bear Case : AGO
The primary concerns for AGO are Return on Equity, Revenue Growth, EPS Growth.
Bear Case : BRK-B
The primary concerns for BRK-B are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AGO profiles as a declining stock while BRK-B is a value play — different risk/reward profiles.
AGO carries more volatility with a beta of 0.76 — expect wider price swings.
BRK-B is growing revenue faster at 4.4% — sustainability is the question.
BRK-B generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
BRK-B scores higher overall (62/100 vs 61/100), backed by strong 19.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Assured Guaranty Ltd
FINANCIAL SERVICES · INSURANCE - SPECIALTY · USA
Assured Guaranty Ltd., provides credit protection products to the public finance, infrastructure and structured finance markets in the United States and internationally. The company is headquartered in Hamilton, Bermuda.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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