AGNC Investment (AGNC) Stock Analysis
This is a peer-relative look at AGNC Investment (AGNC): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.
Company Profile
AGNC Investment (AGNC) is a REIT, a distribution-oriented structure — read its payout ratio and P/E alongside FFO (funds from operations) rather than at face value.
| Profile Item | AGNC |
|---|---|
| Name | AGNC Investment Corp. |
| Country/Region | United States |
| GICS Sector | Financials |
| GICS Industry Group | Financial Services |
| GICS Industry | Mortgage Real Estate Investment Trusts (REITs) |
| GICS Sub-Industry | Mortgage REITs |
| Market Capitalization | 11.18 billion USD |
| Currency | USD |
| Exchange | Nasdaq |
| Listing Date | May 15, 2008 |
| Security Type | REIT |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: AGNC | Industry group median |
|---|---|---|
| Total Return (1Y) | -1.36% | 1.90% |
| Total Return (3Y, Annualized) | 18.48% | 12.71% |
| Total Return (5Y, Annualized) | 2.31% | 2.81% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: AGNC | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 22.24% | 36.24% |
| Beta (5Y) | 1.37 | 1.04 |
| Max Drawdown (5Y) | -49.02% | -48.56% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: AGNC | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.25 | -0.09 |
| Sortino Ratio (1Y) | -0.36 | -0.13 |
Profitability
ROE (TTM)
AGNC Investment (AGNC) posts ROE of 0.90%, in the lower peer quartile. Shareholders’ equity is not producing as much profit as it does at most peers, so margins, asset turns, or balance-sheet structure deserve a closer look.
AGNC
Financial Services industry group
0.90%
Group distribution
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- AGNC
- 0.90%
- Min
- -18.71%
Largest peers
- MA
- 231.37%
- V
- 63.51%
- MS
- 18.04%
- GS
- 17.71%
- BRK.A
- 12.12%
- BRK.B
- 12.12%
- AGNC
- 0.90%
Net Margin (TTM)
AGNC Investment (AGNC) keeps 43.64% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
AGNC
Financial Services industry group
43.64%
Group distribution
- Max
- 62.84%
- AGNC
- 43.64%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Largest peers
- V
- 51.20%
- MA
- 46.73%
- AGNC
- 43.64%
- GS
- 31.21%
- MS
- 25.63%
- BRK.A
- 22.30%
- BRK.B
- 22.30%
Operating Margin (TTM)
AGNC Investment (AGNC) turns 102.11% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
AGNC
Financial Services industry group
102.11%
Group distribution
- Max
- 107.33%
- AGNC
- 102.11%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Largest peers
- AGNC
- 102.11%
- V
- 63.73%
- MA
- 60.53%
- MS
- 39.00%
- GS
- 38.37%
- BRK.A
- 32.56%
- BRK.B
- 32.56%
Profitability Metrics
| Metric | Current stock: AGNC | Industry group median |
|---|---|---|
| ROE (TTM) | 0.90% | 12.91% |
| ROA (TTM) | 0.09% | 3.60% |
| Net Margin (TTM) | 43.64% | 15.36% |
| Operating Margin (TTM) | 102.11% | 30.09% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
AGNC Investment (AGNC) grew revenue 84.69%, above the industry benchmark range. Demand is expanding faster than at any typical peer, though growth that far ahead of the group is worth checking for acquisitions or other one-off contributions.
EPS Growth
AGNC Investment (AGNC) grew earnings per share 58.06%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.
Growth Metrics
| Metric | Current stock: AGNC | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 84.69% | 9.46% |
| Revenue Growth (3Y CAGR) | -- | 10.90% |
| EPS Growth (YoY) | 58.06% | 7.46% |
| EPS Growth (3Y CAGR) | -- | 13.04% |
Financial Strength
Current Ratio (MRQ)
current ratio is set aside for AGNC Investment (AGNC) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for AGNC Investment (AGNC) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.
Financial Strength Metrics
| Metric | Current stock: AGNC | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
AGNC Investment (AGNC) has dividend yield of 16.33%, above the entire industry range. That headline income is large, but yields this far above peers often come from a falling share price or an at-risk payout, so dividend safety matters more than the percentage itself.
AGNC
Financial Services industry group
16.33%
Group distribution
- AGNC
- 16.33%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- AGNC
- 16.33%
- MS
- 2.40%
- GS
- 2.07%
- V
- 0.66%
- MA
- 0.53%
- BRK.A
- 0.00%
- BRK.B
- 0.00%
Dividend Payout Ratio (TTM)
AGNC Investment (AGNC) has payout ratio of 7,200.00%, meaning dividends exceeded current-period earnings. The gap would need to be covered by cash, retained earnings, financing, or other sources, so earnings alone do not support the payout.
AGNC
Financial Services industry group
7,200.00%
Group distribution
- AGNC
- 7,200.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- AGNC
- 7,200.00%
- MS
- 32.91%
- GS
- 25.88%
- V
- 21.75%
- MA
- 17.63%
- BRK.A
- 0.00%
- BRK.B
- 0.00%
Dividend Metrics
| Metric | Current stock: AGNC | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 16.33% | 1.09% |
| Dividend Payout Ratio (TTM) | 7,200.00% | 25.77% |
Valuation
P/E Ratio (TTM)
AGNC Investment (AGNC) trades at P/E ratio of 439.00, above the peer range for its industry. The market is paying unusually heavily for TTM earnings relative to comparable companies.
AGNC
Financial Services industry group
439.00
Group distribution
- AGNC
- 439.00
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
Largest peers
- AGNC
- 439.00
- V
- 34.31
- MA
- 34.15
- MS
- 14.39
- BRK.A
- 14.36
- BRK.B
- 14.36
- GS
- 12.45
P/S Ratio (TTM)
AGNC Investment (AGNC) trades at 47.39 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.
AGNC
Financial Services industry group
47.39
Group distribution
- AGNC
- 47.39
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
Largest peers
- AGNC
- 47.39
- V
- 17.18
- MA
- 15.67
- MS
- 3.55
- GS
- 3.52
- BRK.A
- 3.18
- BRK.B
- 3.18
P/B Ratio (MRQ)
AGNC Investment (AGNC) trades at 1.15 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
AGNC
Financial Services industry group
1.15
Group distribution
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- AGNC
- 1.15
- Q1
- 0.81
- Min
- -0.39
Largest peers
- MA
- 84.30
- V
- 22.05
- MS
- 2.65
- GS
- 2.36
- BRK.A
- 1.72
- AGNC
- 1.15
- BRK.B
- 0.00
Valuation Metrics
| Metric | Current stock: AGNC | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 439.00 | 15.37 |
| P/S Ratio (TTM) | 47.39 | 2.72 |
| P/B Ratio (MRQ) | 1.15 | 1.57 |
| Free Cash Flow Yield (TTM) | -- | -- |