AGNC vs. SPGI: AGNC Investment vs. S&P Global Stock Comparison

Company Profile

AGNC Investment (AGNC) and S&P Global (SPGI) both fall under the Financial Services industry group, but AGNC is classified in Mortgage Real Estate Investment Trusts (REITs) while SPGI is classified in Capital Markets.

S&P Global (SPGI) 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 SPGI’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

S&P Global (SPGI) at 17.88% 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.

For every dollar of sales, both AGNC Investment (AGNC) at 43.64% and S&P Global (SPGI) at 30.60% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

AGNC Investment (AGNC) at 102.11% operates in the top operating margin quartile, ahead of S&P Global (SPGI) at 48.21%, 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 S&P Global (SPGI) at 7.94%, which is closer to a typical peer reading.

AGNC Investment (AGNC) at 58.06% sits in the top EPS growth quartile, while S&P Global (SPGI) at 18.70% 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 S&P Global (SPGI) 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 S&P Global (SPGI) 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

S&P Global (SPGI) at 0.82% 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 S&P Global (SPGI) reports 22.06%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both look expensive on trailing earnings: S&P Global (SPGI) at 27.95 sits in the richer P/E ratio quartile, and AGNC Investment (AGNC) at 439.00 is richer still, above its industry range.

Both look expensive on sales: S&P Global (SPGI) at 8.32 sits in the upper P/S ratio quartile, and AGNC Investment (AGNC) at 47.39 prices even higher, above its industry range.

AGNC Investment (AGNC) at 1.15 is valued about in line with its industry on P/B ratio, while S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.

Valuation Metrics