AGNC vs. LPLA: AGNC Investment vs. LPL Financial Stock Comparison

Company Profile

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

LPL Financial (LPLA) 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 LPLA’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 LPL Financial (LPLA) is defensive at 0.52 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 LPL Financial (LPLA) sees a more moderate 855.76K — 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

LPL Financial (LPLA) at 25.66% 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 LPL Financial (LPLA) at 6.97%, which keeps about the industry-typical share.

AGNC Investment (AGNC) at 102.11% carries a top-quartile operating margin, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

Profitability Metrics

Growth

Both companies are growing quickly, but AGNC Investment (AGNC) at 84.69% is the standout with revenue growth above its industry range; LPL Financial (LPLA) at 37.18% also sits in the top quartile.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while LPL Financial (LPLA) at -22.17% 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 LPL Financial (LPLA) 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 LPL Financial (LPLA) 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

LPL Financial (LPLA) at 0.40% 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 LPL Financial (LPLA) reports 6.88%, ranking against industry peers normally.

Dividend Metrics

Valuation

LPL Financial (LPLA) at 16.93 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.

LPL Financial (LPLA) at 1.15 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 Investment (AGNC) at 1.15 is valued about in line with its industry on P/B ratio, while LPL Financial (LPLA) at 3.98 carries an above-peer premium to book — LPLA is pricier on assets.

Valuation Metrics