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AGNC vs. IVZ: AGNC Investment vs. Invesco Stock Comparison

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

Invesco (IVZ) 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 IVZ’s multiples.

Company profile comparison for AGNC Investment (AGNC) and Invesco (IVZ)
Profile ItemAGNCIVZ
NameAGNC Investment Corp.Invesco Ltd.
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 USD11.90 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 15, 2008August 25, 1995
Security TypeREITCommon Stock

Price Performance

Cumulative Growth

AGNC
IVZ
GSPC
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AGNC Investment (AGNC) vs. Invesco (IVZ), 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 Invesco (IVZ). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and Invesco (IVZ)
MetricAGNCIVZ
Total Return (1Y)-1.36%27.77%
Total Return (3Y, Annualized)18.48%36.49%
Total Return (5Y, Annualized)2.31%6.57%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and Invesco (IVZ)
MetricAGNCIVZ
Volatility (1Y, Annualized)22.24%35.98%
Beta (5Y)1.371.65
Max Drawdown (5Y)-49.02%-48.49%
Avg. Volume (3M)28.79M4.52M

Risk-Adjusted Performance

Risk-Return Positioning

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AGNC and IVZ 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 Invesco (IVZ)
MetricAGNCIVZ
Sharpe Ratio (1Y)-0.250.65
Sortino Ratio (1Y)-0.360.94

Profitability

ROE (TTM)

Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile AGNC Investment (AGNC) reports 0.90%, ranking against industry peers normally.

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%

IVZ

Financial Services industry group

-0.58%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
IVZ
-0.58%
Min
-18.71%
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AGNC Investment (AGNC) vs. Invesco (IVZ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile AGNC Investment (AGNC) reports 43.64%, ranking against industry peers normally.

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%

IVZ

Financial Services industry group

-1.10%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
IVZ
-1.10%
Min
-28.52%
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AGNC Investment (AGNC) vs. Invesco (IVZ): 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 Invesco (IVZ) at 23.30%, 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%

IVZ

Financial Services industry group

23.30%

Max
107.33%
Q3
55.90%
Median
30.09%
IVZ
23.30%
Q1
14.60%
Min
-44.34%
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AGNC Investment (AGNC) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and Invesco (IVZ)
MetricAGNCIVZ
ROE (TTM)0.90%-0.58%
ROA (TTM)0.09%3.28%
Net Margin (TTM)43.64%-1.10%
Operating Margin (TTM)102.11%23.30%
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 Invesco (IVZ) at 5.11%, which is closer to a typical peer reading.

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AGNC Investment (AGNC) vs. Invesco (IVZ): 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 Invesco (IVZ) at -235.59% falls below its industry range — a large difference in per-share earnings trajectories.

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

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and Invesco (IVZ)
MetricAGNCIVZ
Revenue Growth (YoY)84.69%5.11%
Revenue Growth (3Y CAGR)--1.78%
EPS Growth (YoY)58.06%-235.59%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Invesco (IVZ) at 3.16% 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%

IVZ

Financial Services industry group

3.16%

Max
9.77%
Q3
3.92%
IVZ
3.16%
Median
1.09%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. Invesco (IVZ): 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 Invesco (IVZ) reports 56.46%, 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%

IVZ

Financial Services industry group

56.46%

Max
241.07%
Q3
97.36%
IVZ
56.46%
Median
25.77%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and Invesco (IVZ)
MetricAGNCIVZ
Dividend Yield (TTM)16.33%3.16%
Dividend Payout Ratio (TTM)7,200.00%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: AGNC Investment (AGNC) trades at 439.00 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

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

IVZ

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
IVZ
--
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AGNC Investment (AGNC) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; AGNC is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Invesco (IVZ) at 1.67 prices around its industry’s typical P/S ratio, while AGNC Investment (AGNC) at 47.39 clears its benchmark range — AGNC looks notably rich on sales.

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

IVZ

Financial Services industry group

1.67

Max
9.23
Q3
4.57
Median
2.72
IVZ
1.67
Q1
1.28
Min
-0.55
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AGNC Investment (AGNC) vs. Invesco (IVZ): 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 Invesco (IVZ) at 1.18 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

IVZ

Financial Services industry group

1.18

Max
7.79
Q3
3.63
Median
1.57
IVZ
1.18
Q1
0.81
Min
-0.39
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AGNC Investment (AGNC) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and Invesco (IVZ)
MetricAGNCIVZ
P/E Ratio (TTM)439.00--
P/S Ratio (TTM)47.391.67
P/B Ratio (MRQ)1.151.18
Free Cash Flow Yield (TTM)----