AGNC vs. WELL: A Head-to-Head Stock Comparison
UpdatedHere’s a clear look at AGNC and WELL, comparing key factors like performance, valuation metrics, dividends, and financial strength. It’s built for investors or anyone curious to see how these two stocks match up.
Company Overview
WELL stands out with 96.98 billion USD in market value—about 10.80× AGNC’s market cap of 8.98 billion USD.
With betas of 1.30 for AGNC and 0.93 for WELL, both show similar volatility profiles relative to the overall market.
| Symbol | AGNC | WELL |
|---|---|---|
| Company Name | AGNC Investment Corp. | Welltower Inc. |
| Country | US | US |
| Sector | Real Estate | Real Estate |
| Industry | REIT - Mortgage | REIT - Healthcare Facilities |
| CEO | Mr. Peter J. Federico | Mr. Shankh S. Mitra |
| Price | 8.8 USD | 148.3 USD |
| Market Cap | 8.98 billion USD | 96.98 billion USD |
| Beta | 1.30 | 0.93 |
| Exchange | NASDAQ | NYSE |
| IPO Date | May 15, 2008 | March 19, 1980 |
| ADR | No | No |
Performance Comparison
This chart compares the performance of AGNC and WELL over the past year by tracking the growth of an initial $10,000 investment in each (starting one year ago).
Hover over the lines to see the investment’s value and total return (%) at specific dates.
Data is adjusted for dividends and splits.
Valuation Metrics Comparison
The section examines key financial ratios to assess the valuation of AGNC and WELL based on earnings, cash flow, sales, and book value. Pay attention to the following notable points where extreme values stand out.
- Analysts assign negative forward PEG ratios to both AGNC (-6.57) and WELL (-0.88), suggesting expectation of shrinking or negative earnings in the upcoming period—a worrying sign for their profit outlook.
| Symbol | AGNC | WELL |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 17.19 | 88.14 |
| Forward PEG Ratio (TTM) | -6.57 | -0.88 |
| Price-to-Sales Ratio (P/S, TTM) | 8.32 | 11.44 |
| Price-to-Book Ratio (P/B, TTM) | 0.80 | 2.81 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | 34.80 | 58.70 |
| EV-to-EBITDA (TTM) | 34.90 | 32.24 |
| EV-to-Sales (TTM) | 84.00 | 11.32 |
| EV-to-Free Cash Flow (TTM) | 351.32 | 58.10 |
Dividend Comparison
AGNC’s dividend yield of 16.36% is about 805% higher than WELL’s 1.81%, underscoring its stronger focus on returning cash to shareholders.
| Symbol | AGNC | WELL |
|---|---|---|
| Dividend Yield (TTM) | 16.36% | 1.81% |
Financial Strength Metrics Comparison
This section dives into the financial resilience of AGNC and WELL, spotlighting key metrics like liquidity, leverage, and debt coverage. Check out the standout observations below where notable differences or extremes pop up.
- With current ratios of 0.00 and 0.00, both AGNC and WELL have less current assets than short-term liabilities, which could strain their working capital and force reliance on additional financing.
- Both AGNC (quick ratio 0.00) and WELL (quick ratio 0.00) fall below 0.8, meaning their most liquid assets—excluding inventory—aren’t enough to meet short-term obligations. This could force them to rely on receivables, inventory turn, or external financing.
- AGNC is heavily leveraged (debt-to-equity ratio 8.30), which can boost returns but raises risk if borrowing costs climb, while WELL at 0.07 keeps leverage at a more moderate level.
- AGNC’s debt-to-assets ratio of 0.87 indicates it relies heavily on debt to back its assets—potentially risky in a downturn—whereas WELL at 0.05 keeps borrowing to a more moderate level.
| Symbol | AGNC | WELL |
|---|---|---|
| Current Ratio (TTM) | 0.00 | 0.00 |
| Quick Ratio (TTM) | 0.00 | 0.00 |
| Debt-to-Equity Ratio (TTM) | 8.30 | 0.07 |
| Debt-to-Assets Ratio (TTM) | 0.87 | 0.05 |
| Interest Coverage Ratio (TTM) | 1.15 | 2.24 |