AGNC vs. FDS: AGNC Investment vs. FactSet Research Systems Stock Comparison

Company Profile

AGNC Investment (AGNC) and FactSet Research Systems (FDS) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while FDS is classified in Capital Markets.

FactSet Research Systems (FDS) 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 FDS’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 FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

AGNC Investment (AGNC) is heavily traded at around 28.79M shares per day, whereas FactSet Research Systems (FDS) sees a more moderate 803.71K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

FactSet Research Systems (FDS) at 25.48% 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 Investment (AGNC) at 43.64% retains a top-quartile share of revenue as profit, ahead of FactSet Research Systems (FDS) at 21.54%, which keeps about the industry-typical share.

AGNC Investment (AGNC) at 102.11% operates in the top operating margin quartile, ahead of FactSet Research Systems (FDS) at 22.22%, which runs around its industry’s norm.

Profitability Metrics

Growth

AGNC Investment (AGNC) at 84.69% clears its industry range for revenue growth, far stronger top-line momentum than FactSet Research Systems (FDS) at 6.65%, which is closer to a typical peer reading.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while FactSet Research Systems (FDS) at -6.30% is closer to the peer norm — faster per-share earnings growth for AGNC.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and FactSet Research Systems (FDS) 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 FactSet Research Systems (FDS) 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

FactSet Research Systems (FDS) at 1.33% 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 Investment (AGNC) reports payout ratio above 100% at 7,200.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile FactSet Research Systems (FDS) reports 31.02%, ranking against industry peers normally.

Dividend Metrics

Valuation

FactSet Research Systems (FDS) at 22.50 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.

Both look expensive on sales: FactSet Research Systems (FDS) at 4.67 sits in the upper P/S ratio quartile, and AGNC Investment (AGNC) at 47.39 prices even higher, above its industry range.

AGNC Investment (AGNC) at 1.15 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.

Valuation Metrics