AGNC vs. SPG: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AGNC and SPG, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both AGNC and SPG 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 | SPG |
|---|---|---|
| Company Name | AGNC Investment Corp. | Simon Property Group, Inc. |
| Country | United States | United States |
| GICS Sector | Financials | Real Estate |
| GICS Industry | Mortgage Real Estate Investment Trusts (REITs) | Retail REITs |
| Market Capitalization | 10.12 billion USD | 65.68 billion USD |
| Exchange | NasdaqGS | NYSE |
| Listing Date | May 15, 2008 | December 14, 1993 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of AGNC and SPG 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 | SPG |
|---|---|---|
| 5-Day Price Return | -0.52% | 1.13% |
| 13-Week Price Return | 4.68% | 5.86% |
| 26-Week Price Return | -5.60% | -6.49% |
| 52-Week Price Return | -4.85% | 8.91% |
| Month-to-Date Return | 1.91% | 6.31% |
| Year-to-Date Return | 4.34% | 1.11% |
| 10-Day Avg. Volume | 13.86M | 1.42M |
| 3-Month Avg. Volume | 25.89M | 1.57M |
| 3-Month Volatility | 18.01% | 18.68% |
| Beta | 1.33 | 1.55 |
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.
SPG
79.00%
Retail REITs Industry
- Max
- 15.84%
- Q3
- 10.01%
- Median
- 5.58%
- Q1
- 2.80%
- Min
- -2.65%
SPG’s Return on Equity of 79.00% is exceptionally high, placing it well beyond the typical range for the Retail REITs industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
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.
SPG
35.06%
Retail REITs Industry
- Max
- 72.99%
- Q3
- 48.25%
- Median
- 27.21%
- Q1
- 13.68%
- Min
- -25.48%
In the Retail REITs industry, Net Profit Margin is often not the primary profitability metric.
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.
SPG
50.96%
Retail REITs Industry
- Max
- 102.11%
- Q3
- 53.88%
- Median
- 35.05%
- Q1
- 20.90%
- Min
- -8.87%
In the Retail REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | AGNC | SPG |
|---|---|---|
| Return on Equity (TTM) | 3.80% | 79.00% |
| Return on Assets (TTM) | 0.40% | 6.44% |
| Net Profit Margin (TTM) | 11.08% | 35.06% |
| Operating Profit Margin (TTM) | 11.08% | 50.96% |
| Gross Profit Margin (TTM) | 14.54% | 82.17% |
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.
SPG
0.52
Retail REITs Industry
- Max
- 1.54
- Q3
- 0.87
- Median
- 0.60
- Q1
- 0.39
- Min
- 0.04
SPG’s Current Ratio of 0.52 aligns with the median group of the Retail REITs industry, indicating that its short-term liquidity is in line with its sector peers.
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.
SPG
10.36
Retail REITs Industry
- Max
- 1.96
- Q3
- 1.36
- Median
- 0.93
- Q1
- 0.64
- Min
- 0.28
With a Debt-to-Equity Ratio of 10.36, SPG operates with exceptionally high leverage compared to the Retail REITs industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.
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.
SPG
11.31
Retail REITs Industry
- Max
- 4.31
- Q3
- 3.35
- Median
- 2.33
- Q1
- 1.37
- Min
- 0.52
With an Interest Coverage Ratio of 11.31, SPG demonstrates a superior capacity to service its debt, placing it well above the typical range for the Retail REITs industry. This stems from either robust earnings or a conservative debt load.
Financial Strength at a Glance
| Symbol | AGNC | SPG |
|---|---|---|
| Current Ratio (MRQ) | 0.01 | 0.52 |
| Quick Ratio (MRQ) | 0.01 | 0.52 |
| Debt-to-Equity Ratio (MRQ) | 8.75 | 10.36 |
| Interest Coverage Ratio (TTM) | -- | 11.31 |
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.
SPG
4.78%
Retail REITs Industry
- Max
- 6.40%
- Q3
- 4.96%
- Median
- 4.61%
- Q1
- 3.75%
- Min
- 2.91%
SPG’s Dividend Yield of 4.78% is consistent with its peers in the Retail 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.
SPG
129.03%
Retail REITs Industry
- Max
- 233.72%
- Q3
- 148.83%
- Median
- 90.03%
- Q1
- 67.83%
- Min
- 12.86%
SPG’s Dividend Payout Ratio of 129.03% is within the typical range for the Retail REITs industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AGNC | SPG |
|---|---|---|
| Dividend Yield (TTM) | 14.21% | 4.78% |
| Dividend Payout Ratio (TTM) | 198.65% | 129.03% |
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.
SPG
26.99
Retail REITs Industry
- Max
- 69.12
- Q3
- 38.21
- Median
- 21.85
- Q1
- 15.96
- Min
- 6.82
The P/E Ratio is often not the primary metric for valuation in the Retail 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.
SPG
9.46
Retail REITs Industry
- Max
- 13.84
- Q3
- 9.05
- Median
- 7.00
- Q1
- 5.56
- Min
- 2.93
SPG’s P/S Ratio of 9.46 is in the upper echelon for the Retail REITs industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
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.
SPG
21.41
Retail REITs Industry
- Max
- 2.75
- Q3
- 1.73
- Median
- 1.08
- Q1
- 0.87
- Min
- 0.48
At 21.41, SPG’s P/B Ratio is at an extreme premium to the Retail REITs industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
Valuation at a Glance
| Symbol | AGNC | SPG |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 26.48 | 26.99 |
| Price-to-Sales Ratio (TTM) | 2.93 | 9.46 |
| Price-to-Book Ratio (MRQ) | 0.91 | 21.41 |
| Price-to-Free Cash Flow Ratio (TTM) | 21.86 | 18.17 |