AGNC vs. BRK.B: AGNC Investment vs. Berkshire Hathaway Stock Comparison

Company Profile

AGNC Investment (AGNC) and Berkshire Hathaway (BRK.B) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while BRK.B is classified in Financial Services.

Berkshire Hathaway (BRK.B) 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 BRK.B’s multiples.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

AGNC Investment (AGNC) has an aggressive beta of 1.37, indicating higher sensitivity to broad-market moves, while Berkshire Hathaway (BRK.B) is defensive at 0.56 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Berkshire Hathaway (BRK.B) at 12.12% 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 Berkshire Hathaway (BRK.B) at 22.30%, which keeps about the industry-typical share.

AGNC Investment (AGNC) at 102.11% operates in the top operating margin quartile, ahead of Berkshire Hathaway (BRK.B) at 32.56%, which runs around its industry’s norm.

Profitability Metrics

Growth

AGNC Investment (AGNC) at 84.69% delivers above-range revenue growth, while Berkshire Hathaway (BRK.B) at -3.23% falls into the bottom quartile — a wide split in revenue momentum.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while Berkshire Hathaway (BRK.B) at -24.78% is in the bottom quartile, showing a clear gap in earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Berkshire Hathaway (BRK.B) 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 Berkshire Hathaway (BRK.B) 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

Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile AGNC Investment (AGNC) reports a yield of 16.33%, ranking against industry peers normally.

AGNC Investment (AGNC) reports payout ratio above 100% at 7,200.00%, meaning dividends exceeded current-period earnings; Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%).

Dividend Metrics

Valuation

Berkshire Hathaway (BRK.B) at 14.36 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.

Berkshire Hathaway (BRK.B) at 3.18 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.

Berkshire Hathaway (BRK.B) at 0.00 sits in the lower P/B ratio quartile against book while AGNC Investment (AGNC) at 1.15 is valued near its industry’s middle — BRK.B is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics