Seek Returns

AGNC vs. UBS: AGNC Investment vs. UBS Stock Comparison

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

UBS (UBS) 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 UBS’s multiples.

Company profile comparison for AGNC Investment (AGNC) and UBS (UBS)
Profile ItemAGNCUBS
NameAGNC Investment Corp.UBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryMortgage Real Estate Investment Trusts (REITs)Capital Markets
GICS Sub-IndustryMortgage REITsDiversified Capital Markets
Market Capitalization11.18 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 15, 2008May 16, 2000
Security TypeREITCommon Stock

Price Performance

Cumulative Growth

AGNC
UBS
GSPC
Loading price history…
AGNC Investment (AGNC) vs. UBS (UBS), 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

Loading price history…
Trailing total returns for AGNC Investment (AGNC) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for AGNC Investment (AGNC) and UBS (UBS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AGNC Investment (AGNC) and UBS (UBS)
MetricAGNCUBS
Total Return (1Y)-1.36%30.78%
Total Return (3Y, Annualized)18.48%29.39%
Total Return (5Y, Annualized)2.31%25.00%

Risk Profile

Drawdown History

AGNC
UBS
GSPC
Loading price history…
AGNC Investment (AGNC) vs. UBS (UBS), 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

Loading price history…
Distribution of monthly total returns for AGNC Investment (AGNC) and UBS (UBS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AGNC Investment (AGNC) and UBS (UBS)
MetricAGNCUBS
Volatility (1Y, Annualized)22.24%27.78%
Beta (5Y)1.371.15
Max Drawdown (5Y)-49.02%-32.48%
Avg. Volume (3M)28.79M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
AGNC and UBS 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 UBS (UBS)
MetricAGNCUBS
Sharpe Ratio (1Y)-0.250.95
Sortino Ratio (1Y)-0.361.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: AGNC Investment (AGNC) earns 0.90% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

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%

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; AGNC is benchmarked against the Financial Services industry group.

Net Margin (TTM)

AGNC Investment (AGNC) at 43.64% retains a top-quartile share of revenue as profit, ahead of UBS (UBS) at 18.18%, 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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): 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 UBS (UBS) at 27.10%, 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for AGNC Investment (AGNC) and UBS (UBS)
MetricAGNCUBS
ROE (TTM)0.90%--
ROA (TTM)0.09%--
Net Margin (TTM)43.64%18.18%
Operating Margin (TTM)102.11%27.10%
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 UBS (UBS) at 4.30%, which is closer to a typical peer reading.

Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both AGNC Investment (AGNC) at 58.06% and UBS (UBS) at 55.26% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AGNC Investment (AGNC) and UBS (UBS)
MetricAGNCUBS
Revenue Growth (YoY)84.69%4.30%
Revenue Growth (3Y CAGR)--12.44%
EPS Growth (YoY)58.06%55.26%
EPS Growth (3Y CAGR)--1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and UBS (UBS) 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 UBS (UBS) 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 UBS (UBS)
MetricAGNCUBS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

UBS (UBS) 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%

UBS

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
UBS
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): A comparison of their dividend yield against the Financial Services industry group benchmark.

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 UBS (UBS) reports 36.30%, 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for AGNC Investment (AGNC) and UBS (UBS)
MetricAGNCUBS
Dividend Yield (TTM)16.33%0.00%
Dividend Payout Ratio (TTM)7,200.00%36.30%

Valuation

P/E Ratio (TTM)

UBS (UBS) at 15.77 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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

UBS (UBS) at 2.71 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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): 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 UBS (UBS) at 1.64 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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
AGNC Investment (AGNC) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for AGNC Investment (AGNC) and UBS (UBS)
MetricAGNCUBS
P/E Ratio (TTM)439.0015.77
P/S Ratio (TTM)47.392.71
P/B Ratio (MRQ)1.151.64
Free Cash Flow Yield (TTM)----