AGNC vs. BLK: AGNC Investment vs. BlackRock Stock Comparison

Company Profile

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

BlackRock (BLK) 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 BLK’s multiples.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

AGNC Investment (AGNC) is heavily traded at around 28.79M shares per day, whereas BlackRock (BLK) sees a more moderate 600.75K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

BlackRock (BLK) at 11.61% is around its peer norm for ROE, while AGNC Investment (AGNC) at 0.90% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

AGNC Investment (AGNC) at 43.64% retains a top-quartile share of revenue as profit, ahead of BlackRock (BLK) at 24.22%, which keeps about the industry-typical share.

AGNC Investment (AGNC) at 102.11% operates in the top operating margin quartile, ahead of BlackRock (BLK) at 37.90%, which runs around its industry’s norm.

Profitability Metrics

Growth

AGNC Investment (AGNC) at 84.69% clears its industry range for revenue growth, far stronger top-line momentum than BlackRock (BLK) at 18.67%, which is closer to a typical peer reading.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while BlackRock (BLK) at -15.95% 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 BlackRock (BLK) 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 BlackRock (BLK) 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

BlackRock (BLK) at 1.91% 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 Investment (AGNC) reports payout ratio above 100% at 7,200.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile BlackRock (BLK) reports 51.00%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both look expensive on trailing earnings: BlackRock (BLK) at 26.84 sits in the richer P/E ratio quartile, and AGNC Investment (AGNC) at 439.00 is richer still, above its industry range.

Both look expensive on sales: BlackRock (BLK) at 6.38 sits in the upper P/S ratio quartile, and AGNC Investment (AGNC) at 47.39 prices even higher, above its industry range.

On P/B ratio, both AGNC Investment (AGNC) at 1.15 and BlackRock (BLK) at 3.14 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics