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AGNC vs. OWL: AGNC Investment vs. Blue Owl Capital Stock Comparison

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

Blue Owl Capital (OWL) 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 OWL’s multiples.

Company profile comparison for AGNC Investment (AGNC) and Blue Owl Capital (OWL)
Profile ItemAGNCOWL
NameAGNC Investment Corp.Blue Owl Capital Inc. Class A Common Stock
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 USD15.48 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 15, 2008December 14, 2020
Security TypeREITCommon Stock

Price Performance

Cumulative Growth

AGNC
OWL
GSPC
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL), 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 Blue Owl Capital (OWL). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and Blue Owl Capital (OWL)
MetricAGNCOWL
Total Return (1Y)-1.36%-27.51%
Total Return (3Y, Annualized)18.48%-3.02%
Total Return (5Y, Annualized)2.31%-4.22%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and Blue Owl Capital (OWL)
MetricAGNCOWL
Volatility (1Y, Annualized)22.24%46.89%
Beta (5Y)1.371.28
Max Drawdown (5Y)-49.02%-67.10%
Avg. Volume (3M)28.79M19.50M

Risk-Adjusted Performance

Risk-Return Positioning

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AGNC and OWL 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 Blue Owl Capital (OWL)
MetricAGNCOWL
Sharpe Ratio (1Y)-0.25-0.68
Sortino Ratio (1Y)-0.36-0.99

Profitability

ROE (TTM)

Blue Owl Capital (OWL) at 6.41% 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%

OWL

Financial Services industry group

6.41%

Max
44.78%
Q3
21.85%
Median
12.91%
OWL
6.41%
Q1
4.48%
Min
-18.71%
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

AGNC Investment (AGNC) at 43.64% keeps a top-quartile share of each sales dollar as profit, while Blue Owl Capital (OWL) at 3.08% keeps a bottom-quartile 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%

OWL

Financial Services industry group

3.08%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
OWL
3.08%
Min
-28.52%
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): 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 Blue Owl Capital (OWL) at 31.15%, 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%

OWL

Financial Services industry group

31.15%

Max
107.33%
Q3
55.90%
OWL
31.15%
Median
30.09%
Q1
14.60%
Min
-44.34%
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and Blue Owl Capital (OWL)
MetricAGNCOWL
ROE (TTM)0.90%6.41%
ROA (TTM)0.09%4.69%
Net Margin (TTM)43.64%3.08%
Operating Margin (TTM)102.11%31.15%
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 Blue Owl Capital (OWL) at 25.04%, which is closer to a typical peer reading.

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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): 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 Blue Owl Capital (OWL) at -50.00% is in the bottom quartile, showing a clear gap in earnings momentum.

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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and Blue Owl Capital (OWL)
MetricAGNCOWL
Revenue Growth (YoY)84.69%25.04%
Revenue Growth (3Y CAGR)--27.97%
EPS Growth (YoY)58.06%-50.00%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL)
MetricAGNCOWL
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Blue Owl Capital (OWL) at 9.66% earns its spot in the top quartile of its industry’s yields; AGNC Investment (AGNC) at 16.33% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

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%

OWL

Financial Services industry group

9.66%

Max
9.77%
OWL
9.66%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both AGNC Investment (AGNC) at 7,200.00% and Blue Owl Capital (OWL) at 650.00% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.

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%

OWL

Financial Services industry group

650.00%

OWL
650.00%
Max
241.07%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and Blue Owl Capital (OWL)
MetricAGNCOWL
Dividend Yield (TTM)16.33%9.66%
Dividend Payout Ratio (TTM)7,200.00%650.00%

Valuation

P/E Ratio (TTM)

Both AGNC Investment (AGNC) at 439.00 and Blue Owl Capital (OWL) at 70.14 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to 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

OWL

Financial Services industry group

70.14

OWL
70.14
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Blue Owl Capital (OWL) at 5.04 sits in the upper P/S ratio quartile, and AGNC Investment (AGNC) at 47.39 prices even higher, above its industry range.

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

OWL

Financial Services industry group

5.04

Max
9.23
OWL
5.04
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): 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 Blue Owl Capital (OWL) at 3.54 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

OWL

Financial Services industry group

3.54

Max
7.79
Q3
3.63
OWL
3.54
Median
1.57
Q1
0.81
Min
-0.39
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AGNC Investment (AGNC) vs. Blue Owl Capital (OWL): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and Blue Owl Capital (OWL)
MetricAGNCOWL
P/E Ratio (TTM)439.0070.14
P/S Ratio (TTM)47.395.04
P/B Ratio (MRQ)1.153.54
Free Cash Flow Yield (TTM)----