Assured Guaranty (AGO) vs Pelagos Insurance Capital (PLGO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Pelagos Insurance Capital (PLGO) has outperformed Assured Guaranty (AGO) over the past year, gaining 31.0% versus a loss of 14.3%. Assured Guaranty is the larger company by market cap ($3.11 billion vs $2.02 billion), about 1.5 times the size. On valuation, Pelagos Insurance Capital trades at a lower forward P/E (6.3x vs 10.0x for Assured Guaranty).
Pelagos Insurance Capital offers the higher dividend yield (2.45% vs 2.04%). Assured Guaranty converts more of its revenue into profit, with a net margin of 45.3% versus 9.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AGO | PLGO |
|---|---|---|
| Share price | $70.72 | $24.45 |
| Market cap | $3.11B | $2.02B |
| 1-day change | +2.29% | +2.69% |
| YTD return | -21.31% | +24.94% |
| 1-year return | -14.27% | +30.96% |
| 5-year return | +33.79% | — |
| P/E ratio (TTM) | 9.42 | 6.01 |
| Forward P/E | 10.05 | 6.27 |
| EPS (TTM) | $7.51 | $4.07 |
| Dividend yield | 2.04% | 2.45% |
| Annual dividend | $1.44 | $0.60 |
| Revenue (latest FY) | $1.11B | $2.50B |
| Revenue growth (YoY) | +27.29% | +3.33% |
| Net income (latest FY) | $503.00M | $225.50M |
| Net margin | 45.32% | 9.02% |
| 52-week high | $92.40 | $26.34 |
| 52-week low | $67.24 | $17.58 |
| Distance from 52-week high | -23.46% | -7.18% |
| Analyst consensus | strong_buy | hold |
| Avg. price target upside | +28.68% | +2.94% |
| Average volume | 418.88K | 445.17K |
| Shares outstanding | 43.98M | 82.73M |
| Employees | 367 | 108 |
| Sector | Finance | Finance |
| Industry | Property-Casualty Insurers | Property-Casualty Insurers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- PLGO has outperformed AGO by 45.2 percentage points over the past year.
- Assured Guaranty trades at a higher earnings multiple (9.4x vs 6.0x trailing P/E).
- Assured Guaranty is more profitable, keeping 45.3 cents of every revenue dollar as net income versus 9.0 cents for Pelagos Insurance Capital.
- Assured Guaranty grew revenue faster in its latest fiscal year (+27.29% vs +3.33%).
About Assured Guaranty
AGO stock →Assured Guaranty Ltd., together with its subsidiaries, provides credit protection products to public finance and structured finance markets in the United States and internationally. It operates through Insurance and Asset Management segments.
Finance · Property-Casualty Insurers · 367 employees
About Pelagos Insurance Capital
PLGO stock →Pelagos Insurance Capital Limited provides insurance and reinsurance solutions in Bermuda, the Republic of Ireland, and the United Kingdom. It operates in two segments: Insurance and Reinsurance.
Finance · Property-Casualty Insurers · 108 employees
AGO vs PLGO FAQ
Which is bigger, Assured Guaranty or Pelagos Insurance Capital?
Assured Guaranty (AGO) is larger, with a market capitalization of $3.11B compared with $2.02B for Pelagos Insurance Capital (PLGO).
Which stock has performed better over the past year, AGO or PLGO?
PLGO returned +30.96% over the past 12 months, compared with -14.27% for AGO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AGO or PLGO?
PLGO has the lower trailing P/E at 6.0, versus 9.4 for AGO. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Assured Guaranty or Pelagos Insurance Capital?
Pelagos Insurance Capital has the higher yield at 2.45%, compared with 2.04% for Assured Guaranty.
Are Assured Guaranty and Pelagos Insurance Capital in the same industry?
Yes. Both are classified in the Property-Casualty Insurers industry within the Finance sector.