AGNC vs. BX: AGNC Investment vs. Blackstone Stock Comparison

November 11, 2026

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

Blackstone (BX) 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 BX’s multiples.

Company profile comparison for AGNC Investment (AGNC) and Blackstone (BX)
Profile Item	AGNC	BX
Name	AGNC Investment Corp.	Blackstone Inc.
Country/Region	United States	United States
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	148.61 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 15, 2008	June 22, 2007
Security Type	REIT	Common Stock

Price Performance

Cumulative Growth

AGNC

GSPC

AGNC Investment (AGNC) vs. Blackstone (BX), 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

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Trailing total returns for AGNC Investment (AGNC) and Blackstone (BX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for AGNC Investment (AGNC) and Blackstone (BX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and Blackstone (BX)
Metric	AGNC	BX
Total Return (1Y)	-1.36%	-11.29%
Total Return (3Y, Annualized)	18.48%	12.22%
Total Return (5Y, Annualized)	2.31%	0.26%

Risk Profile

Drawdown History

AGNC

GSPC

AGNC Investment (AGNC) vs. Blackstone (BX), 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

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Distribution of monthly total returns for AGNC Investment (AGNC) and Blackstone (BX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and Blackstone (BX)
Metric	AGNC	BX
Volatility (1Y, Annualized)	22.24%	38.63%
Beta (5Y)	1.37	1.50
Max Drawdown (5Y)	-49.02%	-49.29%
Avg. Volume (3M)	28.79M	4.75M

Risk-Adjusted Performance

Risk-Return Positioning

AGNC and BX 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 Blackstone (BX)
Metric	AGNC	BX
Sharpe Ratio (1Y)	-0.25	-0.40
Sortino Ratio (1Y)	-0.36	-0.57

Profitability

ROE (TTM)

Blackstone (BX) at 32.38% 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.

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%

BX

Financial Services industry group

32.38%

Max: 44.78%
BX: 32.38%
Q3: 21.85%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

AGNC Investment (AGNC) vs. Blackstone (BX): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

AGNC Investment (AGNC) at 43.64% retains a top-quartile share of revenue as profit, ahead of Blackstone (BX) at 22.99%, which keeps about the industry-typical 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%

BX

Financial Services industry group

22.99%

Max: 62.84%
Q3: 28.05%
BX: 22.99%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

AGNC Investment (AGNC) vs. Blackstone (BX): 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 Blackstone (BX) at 48.86%, 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%

BX

Financial Services industry group

48.86%

Max: 107.33%
Q3: 55.90%
BX: 48.86%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

AGNC Investment (AGNC) vs. Blackstone (BX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and Blackstone (BX)
Metric	AGNC	BX
ROE (TTM)	0.90%	32.38%
ROA (TTM)	0.09%	14.27%
Net Margin (TTM)	43.64%	22.99%
Operating Margin (TTM)	102.11%	48.86%
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 Blackstone (BX) at 13.54%, which is closer to a typical peer reading.

AGNC Investment (AGNC) vs. Blackstone (BX): 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 Blackstone (BX) at 6.91% is closer to the peer norm — faster per-share earnings growth for AGNC.

AGNC Investment (AGNC) vs. Blackstone (BX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and Blackstone (BX)
Metric	AGNC	BX
Revenue Growth (YoY)	84.69%	13.54%
Revenue Growth (3Y CAGR)	--	20.27%
EPS Growth (YoY)	58.06%	6.91%
EPS Growth (3Y CAGR)	--	17.92%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Blackstone (BX) 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 Blackstone (BX) 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 Blackstone (BX)
Metric	AGNC	BX
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

Blackstone (BX) at 4.22% earns its spot in the top quartile of its industry’s yields; AGNC Investment (AGNC) at 16.33% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

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%

BX

Financial Services industry group

4.22%

Max: 9.77%
BX: 4.22%
Q3: 3.92%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

AGNC Investment (AGNC) vs. Blackstone (BX): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both AGNC Investment (AGNC) at 7,200.00% and Blackstone (BX) at 111.19% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.

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%

BX

Financial Services industry group

111.19%

Max: 241.07%
BX: 111.19%
Q3: 97.36%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

AGNC Investment (AGNC) vs. Blackstone (BX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and Blackstone (BX)
Metric	AGNC	BX
Dividend Yield (TTM)	16.33%	4.22%
Dividend Payout Ratio (TTM)	7,200.00%	111.19%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: Blackstone (BX) at 26.61 sits in the richer P/E ratio quartile, and AGNC Investment (AGNC) at 439.00 is richer still, above its industry range.

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

BX

Financial Services industry group

26.61

Max: 45.85
BX: 26.61
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

AGNC Investment (AGNC) vs. Blackstone (BX): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Investors are paying well above the peer range per dollar of sales for both AGNC Investment (AGNC) at 47.39 and Blackstone (BX) at 9.61 — each P/S ratio clears its industry’s benchmark range.

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

BX

Financial Services industry group

9.61

BX: 9.61
Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

AGNC Investment (AGNC) vs. Blackstone (BX): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

AGNC Investment (AGNC) at 1.15 sits near its industry’s typical P/B ratio, while Blackstone (BX) at 10.81 prices above its benchmark range — BX looks rich relative to book.

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

BX

Financial Services industry group

10.81

BX: 10.81
Max: 7.79
Q3: 3.63
Median: 1.57
Q1: 0.81
Min: -0.39

AGNC Investment (AGNC) vs. Blackstone (BX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and Blackstone (BX)
Metric	AGNC	BX
P/E Ratio (TTM)	439.00	26.61
P/S Ratio (TTM)	47.39	9.61
P/B Ratio (MRQ)	1.15	10.81
Free Cash Flow Yield (TTM)	--	--