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AGNC vs. EQH: AGNC Investment vs. Equitable Stock Comparison

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

Equitable (EQH) 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 EQH’s multiples.

Company profile comparison for AGNC Investment (AGNC) and Equitable (EQH)
Profile ItemAGNCEQH
NameAGNC Investment Corp.Equitable Holdings Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryMortgage Real Estate Investment Trusts (REITs)Financial Services
GICS Sub-IndustryMortgage REITsDiversified Financial Services
Market Capitalization11.18 billion USD14.04 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 15, 2008May 10, 2018
Security TypeREITCommon Stock

Price Performance

Cumulative Growth

AGNC
EQH
GSPC
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AGNC Investment (AGNC) vs. Equitable (EQH), 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 Equitable (EQH). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and Equitable (EQH)
MetricAGNCEQH
Total Return (1Y)-1.36%26.35%
Total Return (3Y, Annualized)18.48%32.07%
Total Return (5Y, Annualized)2.31%12.88%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and Equitable (EQH)
MetricAGNCEQH
Volatility (1Y, Annualized)22.24%33.44%
Beta (5Y)1.371.04
Max Drawdown (5Y)-49.02%-35.85%
Avg. Volume (3M)28.79M2.71M

Risk-Adjusted Performance

Risk-Return Positioning

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AGNC and EQH 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 Equitable (EQH)
MetricAGNCEQH
Sharpe Ratio (1Y)-0.250.66
Sortino Ratio (1Y)-0.360.94

Profitability

ROE (TTM)

Equitable (EQH) at 171.08% delivers above-range ROE, while AGNC Investment (AGNC) at 0.90% falls into the bottom quartile — a wide split in profit generated from 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%

EQH

Financial Services industry group

171.08%

EQH
171.08%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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AGNC Investment (AGNC) vs. Equitable (EQH): 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 Equitable (EQH) at 11.52%, 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%

EQH

Financial Services industry group

11.52%

Max
62.84%
Q3
28.05%
Median
15.36%
EQH
11.52%
Q1
4.82%
Min
-28.52%
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AGNC Investment (AGNC) vs. Equitable (EQH): 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 Equitable (EQH) at 37.18%, 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%

EQH

Financial Services industry group

37.18%

Max
107.33%
Q3
55.90%
EQH
37.18%
Median
30.09%
Q1
14.60%
Min
-44.34%
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AGNC Investment (AGNC) vs. Equitable (EQH): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and Equitable (EQH)
MetricAGNCEQH
ROE (TTM)0.90%171.08%
ROA (TTM)0.09%0.45%
Net Margin (TTM)43.64%11.52%
Operating Margin (TTM)102.11%37.18%
Gross Margin (TTM)----

Growth

Revenue Growth

AGNC Investment (AGNC) at 84.69% delivers above-range revenue growth, while Equitable (EQH) at -6.12% falls into the bottom quartile — a wide split in revenue momentum.

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AGNC Investment (AGNC) vs. Equitable (EQH): 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 Equitable (EQH) at -227.78% falls below its industry range — a large difference in per-share earnings trajectories.

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

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and Equitable (EQH)
MetricAGNCEQH
Revenue Growth (YoY)84.69%-6.12%
Revenue Growth (3Y CAGR)---2.65%
EPS Growth (YoY)58.06%-227.78%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Equitable (EQH) at 0.51% 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%

EQH

Financial Services industry group

0.51%

Max
9.77%
Q3
3.92%
Median
1.09%
EQH
0.51%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. Equitable (EQH): 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 Equitable (EQH) reports 22.49%, 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%

EQH

Financial Services industry group

22.49%

Max
241.07%
Q3
97.36%
Median
25.77%
EQH
22.49%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. Equitable (EQH): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and Equitable (EQH)
MetricAGNCEQH
Dividend Yield (TTM)16.33%0.51%
Dividend Payout Ratio (TTM)7,200.00%22.49%

Valuation

P/E Ratio (TTM)

Equitable (EQH) at 10.39 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

EQH

Financial Services industry group

10.39

Max
45.85
Q3
24.64
Median
15.37
EQH
10.39
Q1
9.68
Min
0.16
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AGNC Investment (AGNC) vs. Equitable (EQH): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Equitable (EQH) at 1.08 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

EQH

Financial Services industry group

1.08

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
EQH
1.08
Min
-0.55
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AGNC Investment (AGNC) vs. Equitable (EQH): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile AGNC Investment (AGNC) reports 1.15, ranking against industry peers normally.

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

EQH

Financial Services industry group

-4.92

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
EQH
-4.92
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AGNC Investment (AGNC) vs. Equitable (EQH): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and Equitable (EQH)
MetricAGNCEQH
P/E Ratio (TTM)439.0010.39
P/S Ratio (TTM)47.391.08
P/B Ratio (MRQ)1.15-4.92
Free Cash Flow Yield (TTM)----