AGNC vs. MS: AGNC Investment vs. Morgan Stanley Stock Comparison

Company Profile

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

Morgan Stanley (MS) 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 MS’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

Morgan Stanley (MS) at 18.04% 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 Investment (AGNC) at 43.64% retains a top-quartile share of revenue as profit, ahead of Morgan Stanley (MS) at 25.63%, which keeps about the industry-typical share.

AGNC Investment (AGNC) at 102.11% operates in the top operating margin quartile, ahead of Morgan Stanley (MS) at 39.00%, which runs around its industry’s norm.

Profitability Metrics

Growth

AGNC Investment (AGNC) at 84.69% clears its industry range for revenue growth, far stronger top-line momentum than Morgan Stanley (MS) at 14.48%, which is closer to a typical peer reading.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while Morgan Stanley (MS) at 28.43% 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 Morgan Stanley (MS) 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 Morgan Stanley (MS) 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

Morgan Stanley (MS) at 2.40% 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 Morgan Stanley (MS) reports 32.91%, ranking against industry peers normally.

Dividend Metrics

Valuation

Morgan Stanley (MS) at 14.39 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.

Morgan Stanley (MS) at 3.55 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.

On P/B ratio, both AGNC Investment (AGNC) at 1.15 and Morgan Stanley (MS) at 2.65 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics