The world's largest financial guaranty reinsurer and serves both affiliated and non-affiliated insurance companies through its Assured Guaranty Re Ltd. subsidiary. Assured Guaranty is the only bond insurer that has paid claims and continued to write policies without interruption for three decades. The company maintains a diversified portfolio across U.S. and international public finance obligations, structured finance, and specialty insurance.
Cyborg Score Rationale
Market leadership in municipal bond insurance and financial guaranty reinsurance with AA+ ratings, consistent dividend growth since 2012, and aggressive capital management through share buybacks. Resilient business model proven across multiple economic cycles with stable competitive positioning.
Top Insights
Company has raised dividends every year since 2012, with quarterly dividend increased by 12% to $0.38 per common share
Assured Guaranty is aggressively buying back stock at deep discounts, boosting intrinsic value per share
Consolidated European operations through merger of four U.K. and European financial guarantee insurance companies
Asset management expansion through acquisition of BlueMountain Capital Management and strategic partnership with Sound Point Capital Management
Named Competitors
Bond Insurance & Credit Protection — Financial guaranty insurance for public finance and structured finance
Mortgage Insurance & Credit Protection — Mortgage insurance, title insurance, and ancillary services