Seek Returns

AGNC vs. BNY: AGNC Investment vs. Bank of New York Mellon Stock Comparison

How do AGNC Investment (AGNC) and Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while BNY is classified in Capital Markets.

Bank of New York Mellon (BNY) 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 BNY’s multiples.

Company profile comparison for AGNC Investment (AGNC) and Bank of New York Mellon (BNY)
Profile ItemAGNCBNY
NameAGNC Investment Corp.Bank of New York Mellon Corp.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryMortgage Real Estate Investment Trusts (REITs)Capital Markets
GICS Sub-IndustryMortgage REITsAsset Management & Custody Banks
Market Capitalization11.18 billion USD99.40 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 15, 2008May 3, 1973
Security TypeREITCommon Stock

Price Performance

Cumulative Growth

AGNC
BNY
GSPC
Loading price history…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY), 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

Loading price history…
Trailing total returns for AGNC Investment (AGNC) and Bank of New York Mellon (BNY). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for AGNC Investment (AGNC) and Bank of New York Mellon (BNY). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and Bank of New York Mellon (BNY)
MetricAGNCBNY
Total Return (1Y)-1.36%41.28%
Total Return (3Y, Annualized)18.48%53.51%
Total Return (5Y, Annualized)2.31%24.36%

Risk Profile

Drawdown History

AGNC
BNY
GSPC
Loading price history…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY), 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

Loading price history…
Distribution of monthly total returns for AGNC Investment (AGNC) and Bank of New York Mellon (BNY). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and Bank of New York Mellon (BNY)
MetricAGNCBNY
Volatility (1Y, Annualized)22.24%22.30%
Beta (5Y)1.371.00
Max Drawdown (5Y)-49.02%-40.45%
Avg. Volume (3M)28.79M3.38M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
AGNC and BNY 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 Bank of New York Mellon (BNY)
MetricAGNCBNY
Sharpe Ratio (1Y)-0.251.66
Sortino Ratio (1Y)-0.362.48

Profitability

ROE (TTM)

Bank of New York Mellon (BNY) at 14.87% 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

Financial Services industry group

0.90%

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

BNY

Financial Services industry group

14.87%

Max
44.78%
Q3
21.85%
BNY
14.87%
Median
12.91%
Q1
4.48%
Min
-18.71%
Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both AGNC Investment (AGNC) at 43.64% and Bank of New York Mellon (BNY) at 29.74% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

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%

BNY

Financial Services industry group

29.74%

Max
62.84%
BNY
29.74%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

AGNC Investment (AGNC) at 102.11% operates in the top operating margin quartile, ahead of Bank of New York Mellon (BNY) at 39.07%, 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%

BNY

Financial Services industry group

39.07%

Max
107.33%
Q3
55.90%
BNY
39.07%
Median
30.09%
Q1
14.60%
Min
-44.34%
Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and Bank of New York Mellon (BNY)
MetricAGNCBNY
ROE (TTM)0.90%14.87%
ROA (TTM)0.09%1.39%
Net Margin (TTM)43.64%29.74%
Operating Margin (TTM)102.11%39.07%
Gross Margin (TTM)----

Growth

Revenue Growth

AGNC Investment (AGNC) at 84.69% clears its industry range for revenue growth, far stronger top-line momentum than Bank of New York Mellon (BNY) at 8.22%, which is closer to a typical peer reading.

Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): 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 Bank of New York Mellon (BNY) at 27.59% is closer to the peer norm — faster per-share earnings growth for AGNC.

Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and Bank of New York Mellon (BNY)
MetricAGNCBNY
Revenue Growth (YoY)84.69%8.22%
Revenue Growth (3Y CAGR)--6.87%
EPS Growth (YoY)58.06%27.59%
EPS Growth (3Y CAGR)--36.65%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY)
MetricAGNCBNY
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Bank of New York Mellon (BNY) at 1.51% 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%

BNY

Financial Services industry group

1.51%

Max
9.77%
Q3
3.92%
BNY
1.51%
Median
1.09%
Q1
0.00%
Min
0.00%
Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their dividend yield against the Financial Services industry group benchmark.

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 Bank of New York Mellon (BNY) reports 24.58%, 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%

BNY

Financial Services industry group

24.58%

Max
241.07%
Q3
97.36%
Median
25.77%
BNY
24.58%
Q1
0.00%
Min
0.00%
Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and Bank of New York Mellon (BNY)
MetricAGNCBNY
Dividend Yield (TTM)16.33%1.51%
Dividend Payout Ratio (TTM)7,200.00%24.58%

Valuation

P/E Ratio (TTM)

Bank of New York Mellon (BNY) at 16.36 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.

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

BNY

Financial Services industry group

16.36

Max
45.85
Q3
24.64
BNY
16.36
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Bank of New York Mellon (BNY) at 4.52 prices around its industry’s typical P/S ratio, while AGNC Investment (AGNC) at 47.39 clears its benchmark range — AGNC looks notably rich on sales.

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

BNY

Financial Services industry group

4.52

Max
9.23
Q3
4.57
BNY
4.52
Median
2.72
Q1
1.28
Min
-0.55
Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both AGNC Investment (AGNC) at 1.15 and Bank of New York Mellon (BNY) at 2.53 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

BNY

Financial Services industry group

2.53

Max
7.79
Q3
3.63
BNY
2.53
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
AGNC Investment (AGNC) vs. Bank of New York Mellon (BNY): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and Bank of New York Mellon (BNY)
MetricAGNCBNY
P/E Ratio (TTM)439.0016.36
P/S Ratio (TTM)47.394.52
P/B Ratio (MRQ)1.152.53
Free Cash Flow Yield (TTM)----