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AGNC vs. KKR: AGNC Investment vs. KKR Stock Comparison

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

KKR (KKR) 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 KKR’s multiples.

Company profile comparison for AGNC Investment (AGNC) and KKR (KKR)
Profile ItemAGNCKKR
NameAGNC Investment Corp.Korro Bio, Inc.
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 USD89.11 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 15, 2008July 15, 2010
Security TypeREITCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and KKR (KKR)
MetricAGNCKKR
Total Return (1Y)-1.36%-18.61%
Total Return (3Y, Annualized)18.48%17.09%
Total Return (5Y, Annualized)2.31%5.12%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and KKR (KKR)
MetricAGNCKKR
Volatility (1Y, Annualized)22.24%38.71%
Beta (5Y)1.371.69
Max Drawdown (5Y)-49.02%-49.42%
Avg. Volume (3M)28.79M4.77M

Risk-Adjusted Performance

Risk-Return Positioning

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AGNC and KKR 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 KKR (KKR)
MetricAGNCKKR
Sharpe Ratio (1Y)-0.25-0.59
Sortino Ratio (1Y)-0.36-0.81

Profitability

ROE (TTM)

KKR (KKR) at 7.28% 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%

KKR

Financial Services industry group

7.28%

Max
44.78%
Q3
21.85%
Median
12.91%
KKR
7.28%
Q1
4.48%
Min
-18.71%
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AGNC Investment (AGNC) vs. KKR (KKR): 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 KKR (KKR) at 12.20%, 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%

KKR

Financial Services industry group

12.20%

Max
62.84%
Q3
28.05%
Median
15.36%
KKR
12.20%
Q1
4.82%
Min
-28.52%
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AGNC Investment (AGNC) vs. KKR (KKR): 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 KKR (KKR) at 20.65%, 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%

KKR

Financial Services industry group

20.65%

Max
107.33%
Q3
55.90%
Median
30.09%
KKR
20.65%
Q1
14.60%
Min
-44.34%
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AGNC Investment (AGNC) vs. KKR (KKR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and KKR (KKR)
MetricAGNCKKR
ROE (TTM)0.90%7.28%
ROA (TTM)0.09%1.39%
Net Margin (TTM)43.64%12.20%
Operating Margin (TTM)102.11%20.65%
Gross Margin (TTM)----

Growth

Revenue Growth

AGNC Investment (AGNC) at 84.69% delivers above-range revenue growth, while KKR (KKR) at -11.24% falls into the bottom quartile — a wide split in revenue momentum.

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AGNC Investment (AGNC) vs. KKR (KKR): 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 KKR (KKR) at -28.66% is in the bottom quartile, showing a clear gap in earnings momentum.

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

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and KKR (KKR)
MetricAGNCKKR
Revenue Growth (YoY)84.69%-11.24%
Revenue Growth (3Y CAGR)--51.12%
EPS Growth (YoY)58.06%-28.66%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

KKR (KKR) at 0.77% 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%

KKR

Financial Services industry group

0.77%

Max
9.77%
Q3
3.92%
Median
1.09%
KKR
0.77%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. KKR (KKR): 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 KKR (KKR) reports 23.96%, 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%

KKR

Financial Services industry group

23.96%

Max
241.07%
Q3
97.36%
Median
25.77%
KKR
23.96%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. KKR (KKR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and KKR (KKR)
MetricAGNCKKR
Dividend Yield (TTM)16.33%0.77%
Dividend Payout Ratio (TTM)7,200.00%23.96%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: KKR (KKR) at 30.82 sits in the richer P/E ratio quartile, and AGNC Investment (AGNC) at 439.00 is richer still, above its industry range.

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

KKR

Financial Services industry group

30.82

Max
45.85
KKR
30.82
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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AGNC Investment (AGNC) vs. KKR (KKR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

KKR (KKR) at 3.45 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

KKR

Financial Services industry group

3.45

Max
9.23
Q3
4.57
KKR
3.45
Median
2.72
Q1
1.28
Min
-0.55
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AGNC Investment (AGNC) vs. KKR (KKR): 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 KKR (KKR) at 3.04 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

KKR

Financial Services industry group

3.04

Max
7.79
Q3
3.63
KKR
3.04
Median
1.57
Q1
0.81
Min
-0.39
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AGNC Investment (AGNC) vs. KKR (KKR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and KKR (KKR)
MetricAGNCKKR
P/E Ratio (TTM)439.0030.82
P/S Ratio (TTM)47.393.45
P/B Ratio (MRQ)1.153.04
Free Cash Flow Yield (TTM)----