AGNC vs. IBKR: AGNC Investment vs. Interactive Brokers Stock Comparison

Company Profile

AGNC Investment (AGNC) and Interactive Brokers (IBKR) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while IBKR is classified in Capital Markets.

Interactive Brokers (IBKR) 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 IBKR’s multiples.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Interactive Brokers (IBKR) at 23.67% 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 Interactive Brokers (IBKR) at 16.68%, which keeps about the industry-typical share.

Both AGNC Investment (AGNC) at 102.11% and Interactive Brokers (IBKR) at 77.70% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

Profitability Metrics

Growth

AGNC Investment (AGNC) at 84.69% clears its industry range for revenue growth, far stronger top-line momentum than Interactive Brokers (IBKR) at 9.73%, which is closer to a typical peer reading.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while Interactive Brokers (IBKR) at 28.14% 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 Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) 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

Interactive Brokers (IBKR) at 0.46% 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 Interactive Brokers (IBKR) reports 12.79%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both look expensive on trailing earnings: Interactive Brokers (IBKR) at 28.94 sits in the richer P/E ratio quartile, and AGNC Investment (AGNC) at 439.00 is richer still, above its industry range.

Investors are paying well above the peer range per dollar of sales for both AGNC Investment (AGNC) at 47.39 and Interactive Brokers (IBKR) at 18.30 — each P/S ratio clears its industry’s benchmark range.

AGNC Investment (AGNC) at 1.15 is valued about in line with its industry on P/B ratio, while Interactive Brokers (IBKR) at 5.53 carries an above-peer premium to book — IBKR is pricier on assets.

Valuation Metrics