AGNC vs. RJF: AGNC Investment vs. Raymond James Financial Stock Comparison
How do AGNC Investment (AGNC) and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while RJF is classified in Capital Markets.
Raymond James Financial (RJF) 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 RJF’s multiples.
| Profile Item | AGNC | RJF |
|---|---|---|
| Name | AGNC Investment Corp. | Raymond James Financial, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Mortgage Real Estate Investment Trusts (REITs) | Capital Markets |
| GICS Sub-Industry | Mortgage REITs | Investment Banking & Brokerage |
| Market Capitalization | 11.18 billion USD | 31.28 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 15, 2008 | July 1, 1983 |
| Security Type | REIT | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AGNC | RJF |
|---|---|---|
| Total Return (1Y) | -1.36% | 3.99% |
| Total Return (3Y, Annualized) | 18.48% | 20.73% |
| Total Return (5Y, Annualized) | 2.31% | 12.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AGNC | RJF |
|---|---|---|
| Volatility (1Y, Annualized) | 22.24% | 25.94% |
| Beta (5Y) | 1.37 | 0.91 |
| Max Drawdown (5Y) | -49.02% | -32.11% |
| Avg. Volume (3M) | 28.79M | 1.20M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AGNC | RJF |
|---|---|---|
| Sharpe Ratio (1Y) | -0.25 | -0.01 |
| Sortino Ratio (1Y) | -0.36 | -0.02 |
Profitability
ROE (TTM)
Raymond James Financial (RJF) at 18.73% 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%
RJF
Financial Services industry group
18.73%
- Max
- 44.78%
- Q3
- 21.85%
- RJF
- 18.73%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
AGNC Investment (AGNC) at 43.64% retains a top-quartile share of revenue as profit, ahead of Raymond James Financial (RJF) at 14.97%, 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%
RJF
Financial Services industry group
14.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- RJF
- 14.97%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
AGNC Investment (AGNC) at 102.11% operates in the top operating margin quartile, ahead of Raymond James Financial (RJF) at 20.88%, 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%
RJF
Financial Services industry group
20.88%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- RJF
- 20.88%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | AGNC | RJF |
|---|---|---|
| ROE (TTM) | 0.90% | 18.73% |
| ROA (TTM) | 0.09% | -- |
| Net Margin (TTM) | 43.64% | 14.97% |
| Operating Margin (TTM) | 102.11% | 20.88% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: AGNC Investment (AGNC) reports revenue growth of 84.69%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.
EPS Growth
AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while Raymond James Financial (RJF) at 15.63% is closer to the peer norm — faster per-share earnings growth for AGNC.
Growth Metrics
| Metric | AGNC | RJF |
|---|---|---|
| Revenue Growth (YoY) | 84.69% | -- |
| Revenue Growth (3Y CAGR) | -- | -- |
| EPS Growth (YoY) | 58.06% | 15.63% |
| EPS Growth (3Y CAGR) | -- | 14.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) 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
| Metric | AGNC | RJF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile AGNC Investment (AGNC) reports a yield of 16.33%, ranking against industry peers normally.
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%
RJF
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- RJF
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
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 Raymond James Financial (RJF) reports 18.48%, 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%
RJF
Financial Services industry group
18.48%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- RJF
- 18.48%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AGNC | RJF |
|---|---|---|
| Dividend Yield (TTM) | 16.33% | 0.00% |
| Dividend Payout Ratio (TTM) | 7,200.00% | 18.48% |
Valuation
P/E Ratio (TTM)
Raymond James Financial (RJF) at 13.67 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.
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
RJF
Financial Services industry group
13.67
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- RJF
- 13.67
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Raymond James Financial (RJF) at 1.98 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
RJF
Financial Services industry group
1.98
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- RJF
- 1.98
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both AGNC Investment (AGNC) at 1.15 and Raymond James Financial (RJF) at 2.46 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
RJF
Financial Services industry group
2.46
- Max
- 7.79
- Q3
- 3.63
- RJF
- 2.46
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | AGNC | RJF |
|---|---|---|
| P/E Ratio (TTM) | 439.00 | 13.67 |
| P/S Ratio (TTM) | 47.39 | 1.98 |
| P/B Ratio (MRQ) | 1.15 | 2.46 |
| Free Cash Flow Yield (TTM) | -- | -- |