Assured Guaranty Ltd.

AGO ·Financial, Insurance - Property & Casualty, Bermuda
Valuation › AI Valuation

AI Valuation

AI-generated fair value estimate for this company.

AI Fair Value $104.35
Market Price $68.47
Undervalued By 34.4%

Method: Adjusted book value (ABV) approach: $189.72/share Q2 2026 reported ABV (includes the discounted present value of future installment premiums and expected losses) multiplied by a 0.55x runoff-business discount factor consistent with how financial guaranty insurers in a shrinking municipal-bond-insurance market have historically traded; 44.1M shares outstanding.

Reasoning: Assured Guaranty is a monoline financial guarantor best valued using its industry-standard adjusted book value metric rather than a DCF, since ABV already embeds the present value of future contracted cash flows; a discount is applied to reflect that the insured municipal-bond portfolio is in long-term runoff.