Assured Guaranty Ltd. (AGO) vs Axis Capital Holdings Limited (AXS)
Assured Guaranty Ltd. and Axis Capital Holdings Limited are both Insurance Specialty companies. Axis Capital Holdings Limited is the larger, with a market value of $6.9B against $3.0B — 2.3× the size. Axis Capital Holdings Limited trades at the lower P/E: 6.7× against 9.3×. Axis Capital Holdings Limited grew revenue faster over the last twelve months: 9.10% against −10.6%. Assured Guaranty Ltd. has the higher net margin (37.3% vs 15.8%) and the lower return on invested capital (3.91% vs 12.5%). Both pay a dividend; Axis Capital Holdings Limited yields more (3.08% vs 1.36%). Across the 23 metrics below, Axis Capital Holdings Limited leads on 17 and Assured Guaranty Ltd. on 6.
Valuation
Profitability
| Metric | AGO | AXS | Insurance Specialty median |
|---|---|---|---|
| Gross margin | 99.04% | 30.67% | 73.81% |
| Operating margin | 46.38% | 20.15% | 17.70% |
| Net margin | 37.34% | 15.78% | 13.80% |
| Free cash flow margin | 34.47% | 35.24% | 34.47% |
| Return on equity | 6.21% | 18.55% | 12.01% |
| Return on assets | 2.84% | 3.04% | 4.12% |
| Return on invested capital | 3.91% | 12.51% | 8.77% |
Growth
Health
Dividend
Size
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