AGNC vs. BN: AGNC Investment vs. Brookfield Stock Comparison
How do AGNC Investment (AGNC) and Brookfield (BN) 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 Brookfield (BN) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while BN is classified in Capital Markets.
Brookfield (BN) 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 BN’s multiples.
| Profile Item | AGNC | BN |
|---|---|---|
| Name | AGNC Investment Corp. | Brookfield Corporation |
| Country/Region | United States | Canada |
| 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 | 92.37 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 15, 2008 | December 30, 1983 |
| Security Type | REIT | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AGNC | BN |
|---|---|---|
| Total Return (1Y) | -1.36% | -5.98% |
| Total Return (3Y, Annualized) | 18.48% | 26.70% |
| Total Return (5Y, Annualized) | 2.31% | 6.17% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AGNC | BN |
|---|---|---|
| Volatility (1Y, Annualized) | 22.24% | 29.18% |
| Beta (5Y) | 1.37 | 1.49 |
| Max Drawdown (5Y) | -49.02% | -41.29% |
| Avg. Volume (3M) | 28.79M | 4.91M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AGNC | BN |
|---|---|---|
| Sharpe Ratio (1Y) | -0.25 | -0.35 |
| Sortino Ratio (1Y) | -0.36 | -0.50 |
Profitability
ROE (TTM)
Both AGNC Investment (AGNC) at 0.90% and Brookfield (BN) at 2.26% produce bottom-quartile ROE versus peers, pointing to weaker profit generation on shareholders’ equity.
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%
BN
Financial Services industry group
2.26%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- BN
- 2.26%
- Min
- -18.71%
Net Margin (TTM)
AGNC Investment (AGNC) at 43.64% keeps a top-quartile share of each sales dollar as profit, while Brookfield (BN) at 1.77% keeps a bottom-quartile 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%
BN
Financial Services industry group
1.77%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- BN
- 1.77%
- Min
- -28.52%
Operating Margin (TTM)
AGNC Investment (AGNC) at 102.11% operates in the top operating margin quartile, ahead of Brookfield (BN) at 25.67%, which runs around its industry’s norm.
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%
BN
Financial Services industry group
25.67%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BN
- 25.67%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | AGNC | BN |
|---|---|---|
| ROE (TTM) | 0.90% | 2.26% |
| ROA (TTM) | 0.09% | 2.66% |
| Net Margin (TTM) | 43.64% | 1.77% |
| Operating Margin (TTM) | 102.11% | 25.67% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
AGNC Investment (AGNC) at 84.69% delivers above-range revenue growth, while Brookfield (BN) at -12.68% falls into the bottom quartile — a wide split in revenue momentum.
EPS Growth
Both AGNC Investment (AGNC) at 58.06% and Brookfield (BN) at 137.06% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.
Growth Metrics
| Metric | AGNC | BN |
|---|---|---|
| Revenue Growth (YoY) | 84.69% | -12.68% |
| Revenue Growth (3Y CAGR) | -- | -6.80% |
| EPS Growth (YoY) | 58.06% | 137.06% |
| EPS Growth (3Y CAGR) | -- | -25.60% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Brookfield (BN) 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 Brookfield (BN) 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
| Metric | AGNC | BN |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Brookfield (BN) at 0.62% 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%
BN
Financial Services industry group
0.62%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BN
- 0.62%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
AGNC Investment (AGNC) reports payout ratio above 100% at 7,200.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Brookfield (BN) reports 48.15%, ranking against industry peers normally.
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%
BN
Financial Services industry group
48.15%
- Max
- 241.07%
- Q3
- 97.36%
- BN
- 48.15%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AGNC | BN |
|---|---|---|
| Dividend Yield (TTM) | 16.33% | 0.62% |
| Dividend Payout Ratio (TTM) | 7,200.00% | 48.15% |
Valuation
P/E Ratio (TTM)
Both AGNC Investment (AGNC) at 439.00 and Brookfield (BN) at 76.63 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
BN
Financial Services industry group
76.63
- BN
- 76.63
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while AGNC Investment (AGNC) at 47.39 prices above its industry range — a wide gap in sales valuation between them.
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
BN
Financial Services industry group
1.14
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- BN
- 1.14
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both AGNC Investment (AGNC) at 1.15 and Brookfield (BN) at 2.18 are valued close to their industries’ norm against book — neither stands out from peers.
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
BN
Financial Services industry group
2.18
- Max
- 7.79
- Q3
- 3.63
- BN
- 2.18
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | AGNC | BN |
|---|---|---|
| P/E Ratio (TTM) | 439.00 | 76.63 |
| P/S Ratio (TTM) | 47.39 | 1.14 |
| P/B Ratio (MRQ) | 1.15 | 2.18 |
| Free Cash Flow Yield (TTM) | -- | -- |