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Essent Group vs Assured Guaranty: ESNT and AGO compared
Essent Group is the larger company: $374M of revenue in its latest quarter (Q3 2026) against $214M for Assured Guaranty (Q3 2026). Essent Group is growing faster (+20% against +3% a year earlier). Essent Group is more profitable, with an operating margin of 53.2% against 40.7%.
Where the money goes: ESNT and AGO
Essent Group (ESNT) · Q3 2026
Essent Group, Q3 2026: revenue $374M (+20% year over year), operating margin 53.2%, net earnings $163M, operating cash flow $239M. The chart follows the revenue to costs, profit and cash.
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.
| Essent Group (ESNT) | Assured Guaranty (AGO) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $374M | $214M |
| Revenue growth, Y/Y | +20% | +3% |
| Operating margin | 53.2% | 40.7% |
| Net earnings | $163M | $78.0M |
| Net margin | 43.7% | 36.4% |
| Operating cash flow | $239M | $92.0M |
| Free cash flow | $238M | — |
| Market value | $5.7B | — |
| P/E | 8.4× | — |
| Analysts’ mean target | $72.12 | — |
Questions
Which is bigger, Essent Group or Assured Guaranty?
Essent Group is the larger company: $374M of revenue in its latest quarter (Q3 2026) against $214M for Assured Guaranty (Q3 2026).
Is Essent Group or Assured Guaranty growing faster?
Essent Group is growing faster (+20% against +3% a year earlier).
Which is more profitable, Essent Group or Assured Guaranty?
Essent Group is more profitable, with an operating margin of 53.2% against 40.7%.
More: Essent Group earnings · how Essent Group makes money · Assured Guaranty earnings · how Assured Guaranty makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 6, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.