AGNC vs. IX: AGNC Investment vs. ORIX Stock Comparison

November 11, 2026

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

ORIX (IX) trades as an ADR, while AGNC Investment (AGNC) is a REIT — IX carries FX, depositary-fee, and withholding-tax nuances, and AGNC is best read against FFO rather than standard earnings multiples.

Company profile comparison for AGNC Investment (AGNC) and ORIX (IX)
Profile Item	AGNC	IX
Name	AGNC Investment Corp.	ORIX Corporation Sponsored ADR
Country/Region	United States	Japan
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Mortgage Real Estate Investment Trusts (REITs)	Financial Services
GICS Sub-Industry	Mortgage REITs	Diversified Financial Services
Market Capitalization	11.18 billion USD	37.30 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 15, 2008	September 16, 1998
Security Type	REIT	ADR

Price Performance

Cumulative Growth

AGNC

GSPC

AGNC Investment (AGNC) vs. ORIX (IX), 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 ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and ORIX (IX)
Metric	AGNC	IX
Total Return (1Y)	-1.36%	37.72%
Total Return (3Y, Annualized)	18.48%	27.79%
Total Return (5Y, Annualized)	2.31%	12.59%

Risk Profile

Drawdown History

AGNC

GSPC

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

Risk Metrics

AGNC Investment (AGNC) is heavily traded at around 28.79M shares per day, whereas ORIX (IX) sees a more moderate 317.58K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk profile metrics for AGNC Investment (AGNC) and ORIX (IX)
Metric	AGNC	IX
Volatility (1Y, Annualized)	22.24%	29.12%
Beta (5Y)	1.37	0.94
Max Drawdown (5Y)	-49.02%	-38.99%
Avg. Volume (3M)	28.79M	317.58K

Risk-Adjusted Performance

Risk-Return Positioning

AGNC and IX 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 ORIX (IX)
Metric	AGNC	IX
Sharpe Ratio (1Y)	-0.25	1.15
Sortino Ratio (1Y)	-0.36	1.77

Profitability

ROE (TTM)

ORIX (IX) at 14.04% 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%

IX

Financial Services industry group

14.04%

Max: 44.78%
Q3: 21.85%
IX: 14.04%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

AGNC Investment (AGNC) vs. ORIX (IX): 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 ORIX (IX) at 17.94%, 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%

IX

Financial Services industry group

17.94%

Max: 62.84%
Q3: 28.05%
IX: 17.94%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

AGNC Investment (AGNC) vs. ORIX (IX): 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 ORIX (IX) at 21.52%, 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%

IX

Financial Services industry group

21.52%

Max: 107.33%
Q3: 55.90%
Median: 30.09%
IX: 21.52%
Q1: 14.60%
Min: -44.34%

AGNC Investment (AGNC) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and ORIX (IX)
Metric	AGNC	IX
ROE (TTM)	0.90%	14.04%
ROA (TTM)	0.09%	2.65%
Net Margin (TTM)	43.64%	17.94%
Operating Margin (TTM)	102.11%	21.52%
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 ORIX (IX) at 18.57%, which is closer to a typical peer reading.

AGNC Investment (AGNC) vs. ORIX (IX): 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 ORIX (IX) at 30.03% is closer to the peer norm — faster per-share earnings growth for AGNC.

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

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and ORIX (IX)
Metric	AGNC	IX
Revenue Growth (YoY)	84.69%	18.57%
Revenue Growth (3Y CAGR)	--	9.97%
EPS Growth (YoY)	58.06%	30.03%
EPS Growth (3Y CAGR)	--	20.02%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both AGNC Investment (AGNC) at 16.33% and ORIX (IX) at 435.55% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.

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%

IX

Financial Services industry group

435.55%

IX: 435.55%
Max: 9.77%
Q3: 3.92%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

AGNC Investment (AGNC) vs. ORIX (IX): 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 ORIX (IX) reports 26.52%, 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%

IX

Financial Services industry group

26.52%

Max: 241.07%
Q3: 97.36%
IX: 26.52%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

AGNC Investment (AGNC) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and ORIX (IX)
Metric	AGNC	IX
Dividend Yield (TTM)	16.33%	435.55%
Dividend Payout Ratio (TTM)	7,200.00%	26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while AGNC Investment (AGNC) at 439.00 trades above its peer range — a wide earnings-valuation gap relative to industry peers.

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

IX

Financial Services industry group

9.68

Max: 45.85
Q3: 24.64
Median: 15.37
Q1: 9.68
IX: 9.68
Min: 0.16

AGNC Investment (AGNC) vs. ORIX (IX): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

ORIX (IX) at 0.01 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

IX

Financial Services industry group

0.01

Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
IX: 0.01
Min: -0.55

AGNC Investment (AGNC) vs. ORIX (IX): 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 ORIX (IX) at 1.28 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

IX

Financial Services industry group

1.28

Max: 7.79
Q3: 3.63
Median: 1.57
IX: 1.28
Q1: 0.81
Min: -0.39

AGNC Investment (AGNC) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and ORIX (IX)
Metric	AGNC	IX
P/E Ratio (TTM)	439.00	9.68
P/S Ratio (TTM)	47.39	0.01
P/B Ratio (MRQ)	1.15	1.28
Free Cash Flow Yield (TTM)	--	--