AGNC vs. ARES: AGNC Investment vs. Ares Management Stock Comparison

November 11, 2026

How do AGNC Investment (AGNC) and Ares Management (ARES) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

AGNC Investment (AGNC) and Ares Management (ARES) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while ARES is classified in Capital Markets.

Ares Management (ARES) is an ordinary operating company, while AGNC Investment (AGNC) is a REIT — read its payout ratio and P/E alongside FFO (funds from operations) rather than comparing them directly to ARES’s multiples.

Company profile comparison for AGNC Investment (AGNC) and Ares Management (ARES)
Profile Item	AGNC	ARES
Name	AGNC Investment Corp.	Ares Management Corp. Class A Common Stock
Country/Region	United States	United States
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Mortgage Real Estate Investment Trusts (REITs)	Capital Markets
GICS Sub-Industry	Mortgage REITs	Asset Management & Custody Banks
Market Capitalization	11.18 billion USD	44.45 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 15, 2008	May 2, 2014
Security Type	REIT	Common Stock

Price Performance

Cumulative Growth

AGNC

ARES

GSPC

AGNC Investment (AGNC) vs. Ares Management (ARES), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for AGNC Investment (AGNC) and Ares Management (ARES). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for AGNC Investment (AGNC) and Ares Management (ARES). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and Ares Management (ARES)
Metric	AGNC	ARES
Total Return (1Y)	-1.36%	-5.55%
Total Return (3Y, Annualized)	18.48%	13.18%
Total Return (5Y, Annualized)	2.31%	13.38%

Risk Profile

Drawdown History

AGNC

ARES

GSPC

AGNC Investment (AGNC) vs. Ares Management (ARES), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for AGNC Investment (AGNC) and Ares Management (ARES). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and Ares Management (ARES)
Metric	AGNC	ARES
Volatility (1Y, Annualized)	22.24%	44.09%
Beta (5Y)	1.37	1.45
Max Drawdown (5Y)	-49.02%	-49.97%
Avg. Volume (3M)	28.79M	2.20M

Risk-Adjusted Performance

Risk-Return Positioning

AGNC and ARES are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for AGNC Investment (AGNC) and Ares Management (ARES)
Metric	AGNC	ARES
Sharpe Ratio (1Y)	-0.25	-0.22
Sortino Ratio (1Y)	-0.36	-0.31

Profitability

ROE (TTM)

Capital efficiency shows on one side only: AGNC Investment (AGNC) earns 0.90% on shareholders’ equity, ranked against its industry; Ares Management (ARES) has no ROE this period.

AGNC

Financial Services industry group

0.90%

Max: 44.78%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
AGNC: 0.90%
Min: -18.71%

ARES

Financial Services industry group

Max: 44.78%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%
ARES: --

AGNC Investment (AGNC) vs. Ares Management (ARES): ARES does not report ROE, so it has no value marker; AGNC is benchmarked against the Financial Services industry group.

Net Margin (TTM)

AGNC Investment (AGNC) at 43.64% retains a top-quartile share of revenue as profit, ahead of Ares Management (ARES) at 8.69%, which keeps about the industry-typical share.

AGNC

Financial Services industry group

43.64%

Max: 62.84%
AGNC: 43.64%
Q3: 28.05%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

ARES

Financial Services industry group

8.69%

Max: 62.84%
Q3: 28.05%
Median: 15.36%
ARES: 8.69%
Q1: 4.82%
Min: -28.52%

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

AGNC Investment (AGNC) at 102.11% carries a top-quartile operating margin, while Ares Management (ARES) at 2.89% operates in the bottom quartile.

AGNC

Financial Services industry group

102.11%

Max: 107.33%
AGNC: 102.11%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

ARES

Financial Services industry group

2.89%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
Q1: 14.60%
ARES: 2.89%
Min: -44.34%

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and Ares Management (ARES)
Metric	AGNC	ARES
ROE (TTM)	0.90%	--
ROA (TTM)	0.09%	--
Net Margin (TTM)	43.64%	8.69%
Operating Margin (TTM)	102.11%	2.89%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Both companies are growing quickly, but AGNC Investment (AGNC) at 84.69% is the standout with revenue growth above its industry range; Ares Management (ARES) at 44.19% also sits in the top quartile.

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their Revenue Growth across different time periods.

EPS Growth

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while Ares Management (ARES) at -16.67% is closer to the peer norm — faster per-share earnings growth for AGNC.

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and Ares Management (ARES)
Metric	AGNC	ARES
Revenue Growth (YoY)	84.69%	44.19%
Revenue Growth (3Y CAGR)	--	22.39%
EPS Growth (YoY)	58.06%	-16.67%
EPS Growth (3Y CAGR)	--	25.02%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Ares Management (ARES) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: AGNC Investment (AGNC) in Financial Services and Ares Management (ARES) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for AGNC Investment (AGNC) and Ares Management (ARES)
Metric	AGNC	ARES
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Ares Management (ARES) at 3.87% pays an industry-typical yield; AGNC Investment (AGNC) at 16.33% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

AGNC

Financial Services industry group

16.33%

AGNC: 16.33%
Max: 9.77%
Q3: 3.92%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

ARES

Financial Services industry group

3.87%

Max: 9.77%
Q3: 3.92%
ARES: 3.87%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both AGNC Investment (AGNC) at 7,200.00% and Ares Management (ARES) at 423.77% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.

AGNC

Financial Services industry group

7,200.00%

AGNC: 7,200.00%
Max: 241.07%
Q3: 97.36%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

ARES

Financial Services industry group

423.77%

ARES: 423.77%
Max: 241.07%
Q3: 97.36%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and Ares Management (ARES)
Metric	AGNC	ARES
Dividend Yield (TTM)	16.33%	3.87%
Dividend Payout Ratio (TTM)	7,200.00%	423.77%

Valuation

P/E Ratio (TTM)

Both AGNC Investment (AGNC) at 439.00 and Ares Management (ARES) at 109.82 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to peers.

AGNC

Financial Services industry group

439.00

AGNC: 439.00
Max: 45.85
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

ARES

Financial Services industry group

109.82

ARES: 109.82
Max: 45.85
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Ares Management (ARES) at 8.92 sits in the upper P/S ratio quartile, and AGNC Investment (AGNC) at 47.39 prices even higher, above its industry range.

AGNC

Financial Services industry group

47.39

AGNC: 47.39
Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

ARES

Financial Services industry group

8.92

Max: 9.23
ARES: 8.92
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

AGNC Investment (AGNC) at 1.15 sits near its industry’s typical P/B ratio, while Ares Management (ARES) at 12.15 prices above its benchmark range — ARES looks rich relative to book.

AGNC

Financial Services industry group

1.15

Max: 7.79
Q3: 3.63
Median: 1.57
AGNC: 1.15
Q1: 0.81
Min: -0.39

ARES

Financial Services industry group

12.15

ARES: 12.15
Max: 7.79
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

AGNC Investment (AGNC) vs. Ares Management (ARES): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and Ares Management (ARES)
Metric	AGNC	ARES
P/E Ratio (TTM)	439.00	109.82
P/S Ratio (TTM)	47.39	8.92
P/B Ratio (MRQ)	1.15	12.15
Free Cash Flow Yield (TTM)	--	--