AGNC vs. NLY: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AGNC and NLY, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both AGNC and NLY are Real Estate Investment Trusts (REITs). These entities are required to distribute the majority of their taxable income to shareholders, often resulting in higher dividend yields.
| Symbol | AGNC | NLY |
|---|---|---|
| Company Name | AGNC Investment Corp. | Annaly Capital Management, Inc. |
| Country | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry | Mortgage Real Estate Investment Trusts (REITs) | Mortgage Real Estate Investment Trusts (REITs) |
| Market Capitalization | 10.29 billion USD | 13.57 billion USD |
| Exchange | NasdaqGS | NYSE |
| Listing Date | May 15, 2008 | October 8, 1997 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of AGNC and NLY by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | AGNC | NLY |
|---|---|---|
| 5-Day Price Return | 3.13% | 2.32% |
| 13-Week Price Return | 12.27% | 12.51% |
| 26-Week Price Return | -5.82% | -1.31% |
| 52-Week Price Return | -2.66% | 5.33% |
| Month-to-Date Return | 4.77% | 3.94% |
| Year-to-Date Return | 7.27% | 15.46% |
| 10-Day Avg. Volume | 15.33M | 6.26M |
| 3-Month Avg. Volume | 24.55M | 7.12M |
| 3-Month Volatility | 18.65% | 18.98% |
| Beta | 1.33 | 1.34 |
Profitability
Return on Equity (TTM)
AGNC
3.80%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.10%
- Q3
- 8.57%
- Median
- 5.68%
- Q1
- 4.39%
- Min
- 3.80%
AGNC’s Return on Equity of 3.80% is in the lower quartile for the Mortgage Real Estate Investment Trusts (REITs) industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
NLY
5.68%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.10%
- Q3
- 8.57%
- Median
- 5.68%
- Q1
- 4.39%
- Min
- 3.80%
NLY’s Return on Equity of 5.68% is on par with the norm for the Mortgage Real Estate Investment Trusts (REITs) industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
AGNC
11.08%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.60%
- Q3
- 17.25%
- Median
- 14.85%
- Q1
- 12.08%
- Min
- 11.08%
Falling into the lower quartile for the Mortgage Real Estate Investment Trusts (REITs) industry, AGNC’s Net Profit Margin of 11.08% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
NLY
13.07%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.60%
- Q3
- 17.25%
- Median
- 14.85%
- Q1
- 12.08%
- Min
- 11.08%
NLY’s Net Profit Margin of 13.07% is aligned with the median group of its peers in the Mortgage Real Estate Investment Trusts (REITs) industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
AGNC
11.08%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 19.58%
- Q3
- 19.03%
- Median
- 13.59%
- Q1
- 6.14%
- Min
- -4.62%
AGNC’s Operating Profit Margin of 11.08% is around the midpoint for the Mortgage Real Estate Investment Trusts (REITs) industry, indicating that its efficiency in managing core business operations is typical for the sector.
NLY
13.59%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 19.58%
- Q3
- 19.03%
- Median
- 13.59%
- Q1
- 6.14%
- Min
- -4.62%
NLY’s Operating Profit Margin of 13.59% is around the midpoint for the Mortgage Real Estate Investment Trusts (REITs) industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | AGNC | NLY |
|---|---|---|
| Return on Equity (TTM) | 3.80% | 5.68% |
| Return on Assets (TTM) | 0.40% | 0.69% |
| Net Profit Margin (TTM) | 11.08% | 13.07% |
| Operating Profit Margin (TTM) | 11.08% | 13.59% |
| Gross Profit Margin (TTM) | 14.54% | 16.92% |
Financial Strength
Current Ratio (MRQ)
AGNC
0.01
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.04
- Q3
- 7.72
- Median
- 0.46
- Q1
- 0.10
- Min
- 0.01
For the Mortgage Real Estate Investment Trusts (REITs) industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
NLY
0.06
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.04
- Q3
- 7.72
- Median
- 0.46
- Q1
- 0.10
- Min
- 0.01
For the Mortgage Real Estate Investment Trusts (REITs) industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
AGNC
8.75
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 8.75
- Q3
- 5.74
- Median
- 4.15
- Q1
- 3.08
- Min
- 1.97
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Mortgage Real Estate Investment Trusts (REITs) industry.
NLY
7.16
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 8.75
- Q3
- 5.74
- Median
- 4.15
- Q1
- 3.08
- Min
- 1.97
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Mortgage Real Estate Investment Trusts (REITs) industry.
Interest Coverage Ratio (TTM)
AGNC
--
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Mortgage Real Estate Investment Trusts (REITs) industry.
NLY
--
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Mortgage Real Estate Investment Trusts (REITs) industry.
Financial Strength at a Glance
| Symbol | AGNC | NLY |
|---|---|---|
| Current Ratio (MRQ) | 0.01 | 0.06 |
| Quick Ratio (MRQ) | 0.01 | 0.06 |
| Debt-to-Equity Ratio (MRQ) | 8.75 | 7.16 |
| Interest Coverage Ratio (TTM) | -- | -- |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
AGNC
14.21%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.47%
- Q3
- 12.78%
- Median
- 11.37%
- Q1
- 8.85%
- Min
- 6.08%
With a Dividend Yield of 14.21%, AGNC offers a more attractive income stream than most of its peers in the Mortgage Real Estate Investment Trusts (REITs) industry, signaling a strong commitment to shareholder returns.
NLY
12.32%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.47%
- Q3
- 12.78%
- Median
- 11.37%
- Q1
- 8.85%
- Min
- 6.08%
NLY’s Dividend Yield of 12.32% is consistent with its peers in the Mortgage Real Estate Investment Trusts (REITs) industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
AGNC
198.65%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 218.61%
- Q3
- 198.43%
- Median
- 175.73%
- Q1
- 125.71%
- Min
- 53.82%
AGNC’s Dividend Payout Ratio of 198.65% is in the upper quartile for the Mortgage Real Estate Investment Trusts (REITs) industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
NLY
224.87%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 218.61%
- Q3
- 198.43%
- Median
- 175.73%
- Q1
- 125.71%
- Min
- 53.82%
At 224.87%, NLY’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Mortgage Real Estate Investment Trusts (REITs) industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.
Dividend at a Glance
| Symbol | AGNC | NLY |
|---|---|---|
| Dividend Yield (TTM) | 14.21% | 12.32% |
| Dividend Payout Ratio (TTM) | 198.65% | 224.87% |
Valuation
Price-to-Earnings Ratio (TTM)
AGNC
26.48
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 26.29
- Q3
- 21.76
- Median
- 14.96
- Q1
- 10.32
- Min
- 9.23
The P/E Ratio is often not the primary metric for valuation in the Mortgage Real Estate Investment Trusts (REITs) industry.
NLY
18.25
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 26.29
- Q3
- 21.76
- Median
- 14.96
- Q1
- 10.32
- Min
- 9.23
The P/E Ratio is often not the primary metric for valuation in the Mortgage Real Estate Investment Trusts (REITs) industry.
Price-to-Sales Ratio (TTM)
AGNC
2.93
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 3.93
- Q3
- 3.42
- Median
- 2.26
- Q1
- 1.84
- Min
- 1.37
AGNC’s P/S Ratio of 2.93 aligns with the market consensus for the Mortgage Real Estate Investment Trusts (REITs) industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
NLY
2.38
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 3.93
- Q3
- 3.42
- Median
- 2.26
- Q1
- 1.84
- Min
- 1.37
NLY’s P/S Ratio of 2.38 aligns with the market consensus for the Mortgage Real Estate Investment Trusts (REITs) industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
AGNC
0.91
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 1.04
- Q3
- 0.99
- Median
- 0.91
- Q1
- 0.81
- Min
- 0.74
AGNC’s P/B Ratio of 0.91 is within the conventional range for the Mortgage Real Estate Investment Trusts (REITs) industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
NLY
0.85
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 1.04
- Q3
- 0.99
- Median
- 0.91
- Q1
- 0.81
- Min
- 0.74
NLY’s P/B Ratio of 0.85 is within the conventional range for the Mortgage Real Estate Investment Trusts (REITs) industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | AGNC | NLY |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 26.48 | 18.25 |
| Price-to-Sales Ratio (TTM) | 2.93 | 2.38 |
| Price-to-Book Ratio (MRQ) | 0.91 | 0.85 |
| Price-to-Free Cash Flow Ratio (TTM) | 21.86 | 4.78 |