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Assured Guaranty vs Mbia: AGO and MBI compared
Assured Guaranty is the larger company: $214M of revenue in its latest quarter (Q3 2026) against $26.0M for Mbia (Q3 2026). Mbia is growing faster (+73% against +3% a year earlier). Assured Guaranty is more profitable, with an operating margin of 40.7% against -88.5%.
Where the money goes: AGO and MBI
Assured Guaranty (AGO) · Q3 2026
Assured Guaranty, Q3 2026: revenue $214M (+3% year over year), operating margin 40.7%, net earnings $78.0M, operating cash flow $92.0M. The chart follows the revenue to costs, profit and cash.
Mbia (MBI) · Q3 2026
Mbia, Q3 2026: revenue $26.0M (+73% year over year), operating margin -88.5%, net loss $23.0M, operating cash flow −$73.0M. The chart follows the revenue to costs, profit and cash.
| Assured Guaranty (AGO) | Mbia (MBI) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $214M | $26.0M |
| Revenue growth, Y/Y | +3% | +73% |
| Operating margin | 40.7% | -88.5% |
| Net earnings | $78.0M | −$23.0M |
| Net margin | 36.4% | -88.5% |
| Operating cash flow | $92.0M | −$73.0M |
Questions
Which is bigger, Assured Guaranty or Mbia?
Assured Guaranty is the larger company: $214M of revenue in its latest quarter (Q3 2026) against $26.0M for Mbia (Q3 2026).
Is Assured Guaranty or Mbia growing faster?
Mbia is growing faster (+73% against +3% a year earlier).
Which is more profitable, Assured Guaranty or Mbia?
Assured Guaranty is more profitable, with an operating margin of 40.7% against -88.5%.
More: Assured Guaranty earnings · how Assured Guaranty makes money · Mbia earnings · how Mbia makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 6, 2026; 10-Q filed Nov 4, 2026). Fiscal quarters can end on different dates. Not investment advice.