AGNC vs. BAM: AGNC Investment vs. Brookfield Asset Management Stock Comparison

Company Profile

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

Brookfield Asset Management (BAM) 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 BAM’s multiples.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Brookfield Asset Management (BAM) at 42.29% sits in the top ROE quartile, while AGNC Investment (AGNC) at 0.90% is in the bottom quartile, showing a clear gap in returns on equity.

Brookfield Asset Management (BAM) at 71.24% keeps the most of each sales dollar — above its industry’s net margin range — and AGNC Investment (AGNC) at 43.64% also retains a top-quartile share.

Both AGNC Investment (AGNC) at 102.11% and Brookfield Asset Management (BAM) at 65.33% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

Profitability Metrics

Growth

AGNC Investment (AGNC) at 84.69% clears its industry range for revenue growth, far stronger top-line momentum than Brookfield Asset Management (BAM) at 15.52%, which is closer to a typical peer reading.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while Brookfield Asset Management (BAM) at 14.29% is closer to the peer norm — faster per-share earnings growth for AGNC.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Brookfield Asset Management (BAM) 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-to-equity ratio is set aside for both: AGNC Investment (AGNC) in Financial Services and Brookfield Asset Management (BAM) 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

Dividends

Brookfield Asset Management (BAM) at 0.83% 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.

Both AGNC Investment (AGNC) at 7,200.00% and Brookfield Asset Management (BAM) at 108.05% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.

Dividend Metrics

Valuation

Brookfield Asset Management (BAM) at 17.95 is near its industry’s usual P/E ratio, while AGNC Investment (AGNC) at 439.00 sits above its peer range — an unusually expensive price for AGNC’s trailing earnings.

Investors are paying well above the peer range per dollar of sales for both AGNC Investment (AGNC) at 47.39 and Brookfield Asset Management (BAM) at 12.75 — each P/S ratio clears its industry’s benchmark range.

AGNC Investment (AGNC) at 1.15 is valued about in line with its industry on P/B ratio, while Brookfield Asset Management (BAM) at 7.19 carries an above-peer premium to book — BAM is pricier on assets.

Valuation Metrics