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AGNC vs. CG: AGNC Investment vs. Carlyle Stock Comparison

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

Carlyle (CG) 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 CG’s multiples.

Company profile comparison for AGNC Investment (AGNC) and Carlyle (CG)
Profile ItemAGNCCG
NameAGNC Investment Corp.The Carlyle Group Inc.
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 USD14.04 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMay 15, 2008May 3, 2012
Security TypeREITCommon Stock

Price Performance

Cumulative Growth

AGNC
CG
GSPC
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AGNC Investment (AGNC) vs. Carlyle (CG), 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 Carlyle (CG). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and Carlyle (CG)
MetricAGNCCG
Total Return (1Y)-1.36%-17.79%
Total Return (3Y, Annualized)18.48%15.29%
Total Return (5Y, Annualized)2.31%-3.77%

Risk Profile

Drawdown History

AGNC
CG
GSPC
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AGNC Investment (AGNC) vs. Carlyle (CG), 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 Carlyle (CG). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and Carlyle (CG)
MetricAGNCCG
Volatility (1Y, Annualized)22.24%37.89%
Beta (5Y)1.371.82
Max Drawdown (5Y)-49.02%-56.75%
Avg. Volume (3M)28.79M3.48M

Risk-Adjusted Performance

Risk-Return Positioning

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AGNC and CG 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 Carlyle (CG)
MetricAGNCCG
Sharpe Ratio (1Y)-0.25-0.58
Sortino Ratio (1Y)-0.36-0.81

Profitability

ROE (TTM)

Carlyle (CG) at 5.23% 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%

CG

Financial Services industry group

5.23%

Max
44.78%
Q3
21.85%
Median
12.91%
CG
5.23%
Q1
4.48%
Min
-18.71%
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AGNC Investment (AGNC) vs. Carlyle (CG): 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 Carlyle (CG) at 12.81%, 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%

CG

Financial Services industry group

12.81%

Max
62.84%
Q3
28.05%
Median
15.36%
CG
12.81%
Q1
4.82%
Min
-28.52%
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AGNC Investment (AGNC) vs. Carlyle (CG): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile AGNC Investment (AGNC) reports 102.11%, ranking against industry peers normally.

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%

CG

Financial Services industry group

-52.93%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
CG
-52.93%
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AGNC Investment (AGNC) vs. Carlyle (CG): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and Carlyle (CG)
MetricAGNCCG
ROE (TTM)0.90%5.23%
ROA (TTM)0.09%1.27%
Net Margin (TTM)43.64%12.81%
Operating Margin (TTM)102.11%-52.93%
Gross Margin (TTM)----

Growth

Revenue Growth

AGNC Investment (AGNC) at 84.69% delivers above-range revenue growth, while Carlyle (CG) at -5.56% falls into the bottom quartile — a wide split in revenue momentum.

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AGNC Investment (AGNC) vs. Carlyle (CG): 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 Carlyle (CG) at -21.30% is closer to the peer norm — faster per-share earnings growth for AGNC.

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

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and Carlyle (CG)
MetricAGNCCG
Revenue Growth (YoY)84.69%-5.56%
Revenue Growth (3Y CAGR)---1.43%
EPS Growth (YoY)58.06%-21.30%
EPS Growth (3Y CAGR)---13.34%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Carlyle (CG) at 3.50% 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%

CG

Financial Services industry group

3.50%

Max
9.77%
Q3
3.92%
CG
3.50%
Median
1.09%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. Carlyle (CG): 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 Carlyle (CG) at 147.37% 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%

CG

Financial Services industry group

147.37%

Max
241.07%
CG
147.37%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. Carlyle (CG): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and Carlyle (CG)
MetricAGNCCG
Dividend Yield (TTM)16.33%3.50%
Dividend Payout Ratio (TTM)7,200.00%147.37%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: Carlyle (CG) at 40.93 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

CG

Financial Services industry group

40.93

Max
45.85
CG
40.93
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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AGNC Investment (AGNC) vs. Carlyle (CG): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Carlyle (CG) at 5.06 sits in the upper P/S ratio quartile, and AGNC Investment (AGNC) at 47.39 prices even higher, above its industry 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

CG

Financial Services industry group

5.06

Max
9.23
CG
5.06
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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AGNC Investment (AGNC) vs. Carlyle (CG): 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 Carlyle (CG) at 2.81 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

CG

Financial Services industry group

2.81

Max
7.79
Q3
3.63
CG
2.81
Median
1.57
Q1
0.81
Min
-0.39
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AGNC Investment (AGNC) vs. Carlyle (CG): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and Carlyle (CG)
MetricAGNCCG
P/E Ratio (TTM)439.0040.93
P/S Ratio (TTM)47.395.06
P/B Ratio (MRQ)1.152.81
Free Cash Flow Yield (TTM)----