AGNC vs. WELL: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AGNC and WELL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both AGNC and WELL 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 | WELL |
|---|---|---|
| Company Name | AGNC Investment Corp. | Welltower Inc. |
| Country | United States | United States |
| GICS Sector | Financials | Real Estate |
| GICS Industry | Mortgage Real Estate Investment Trusts (REITs) | Health Care REITs |
| Market Capitalization | 10.29 billion USD | 109.98 billion USD |
| Exchange | NasdaqGS | NYSE |
| Listing Date | May 15, 2008 | March 19, 1980 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of AGNC and WELL 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 | WELL |
|---|---|---|
| 5-Day Price Return | 3.13% | 1.24% |
| 13-Week Price Return | 12.27% | 10.88% |
| 26-Week Price Return | -5.82% | 9.04% |
| 52-Week Price Return | -2.66% | 41.35% |
| Month-to-Date Return | 4.77% | -0.39% |
| Year-to-Date Return | 7.27% | 30.47% |
| 10-Day Avg. Volume | 15.33M | 2.28M |
| 3-Month Avg. Volume | 24.55M | 2.78M |
| 3-Month Volatility | 18.65% | 19.60% |
| Beta | 1.33 | 0.92 |
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.
WELL
3.42%
Health Care REITs Industry
- Max
- 10.72%
- Q3
- 6.35%
- Median
- 5.14%
- Q1
- 1.99%
- Min
- 1.33%
WELL’s Return on Equity of 3.42% is on par with the norm for the Health Care REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.
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.
WELL
12.18%
Health Care REITs Industry
- Max
- 65.42%
- Q3
- 41.17%
- Median
- 26.13%
- Q1
- 5.90%
- Min
- -44.62%
In the Health Care 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.
WELL
14.52%
Health Care REITs Industry
- Max
- 86.51%
- Q3
- 46.69%
- Median
- 36.79%
- Q1
- 14.52%
- Min
- -33.46%
In the Health Care REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | AGNC | WELL |
|---|---|---|
| Return on Equity (TTM) | 3.80% | 3.42% |
| Return on Assets (TTM) | 0.40% | 2.16% |
| Net Profit Margin (TTM) | 11.08% | 12.18% |
| Operating Profit Margin (TTM) | 11.08% | 14.52% |
| Gross Profit Margin (TTM) | 14.54% | 40.56% |
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.
WELL
1.92
Health Care REITs Industry
- Max
- 3.23
- Q3
- 1.92
- Median
- 1.21
- Q1
- 0.19
- Min
- 0.07
WELL’s Current Ratio of 1.92 aligns with the median group of the Health Care 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.
WELL
0.45
Health Care REITs Industry
- Max
- 1.14
- Q3
- 1.00
- Median
- 0.89
- Q1
- 0.65
- Min
- 0.28
Falling into the lower quartile for the Health Care REITs industry, WELL’s Debt-to-Equity Ratio of 0.45 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
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.
WELL
1.96
Health Care REITs Industry
- Max
- 5.10
- Q3
- 3.14
- Median
- 1.96
- Q1
- 1.08
- Min
- -1.73
WELL’s Interest Coverage Ratio of 1.96 is positioned comfortably within the norm for the Health Care REITs industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | AGNC | WELL |
|---|---|---|
| Current Ratio (MRQ) | 0.01 | 1.92 |
| Quick Ratio (MRQ) | 0.01 | 1.92 |
| Debt-to-Equity Ratio (MRQ) | 8.75 | 0.45 |
| Interest Coverage Ratio (TTM) | -- | 1.96 |
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.
WELL
1.50%
Health Care REITs Industry
- Max
- 8.28%
- Q3
- 6.85%
- Median
- 5.55%
- Q1
- 4.58%
- Min
- 1.56%
WELL’s Dividend Yield of 1.50% is below the typical range for the Health Care REITs industry. This indicates that shareholder returns are likely driven more by potential capital appreciation than by dividend income.
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.
WELL
150.35%
Health Care REITs Industry
- Max
- 234.45%
- Q3
- 210.75%
- Median
- 158.46%
- Q1
- 117.20%
- Min
- 0.00%
WELL’s Dividend Payout Ratio of 150.35% is within the typical range for the Health Care REITs industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AGNC | WELL |
|---|---|---|
| Dividend Yield (TTM) | 14.21% | 1.50% |
| Dividend Payout Ratio (TTM) | 198.65% | 150.35% |
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.
WELL
100.33
Health Care REITs Industry
- Max
- 96.07
- Q3
- 55.85
- Median
- 27.80
- Q1
- 24.06
- Min
- 14.42
The P/E Ratio is often not the primary metric for valuation in the Health Care 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.
WELL
12.22
Health Care REITs Industry
- Max
- 18.19
- Q3
- 10.43
- Median
- 6.09
- Q1
- 4.41
- Min
- 2.67
WELL’s P/S Ratio of 12.22 is in the upper echelon for the Health Care 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.
WELL
2.80
Health Care REITs Industry
- Max
- 2.80
- Q3
- 2.26
- Median
- 1.54
- Q1
- 0.86
- Min
- 0.76
WELL’s P/B Ratio of 2.80 is in the upper tier for the Health Care REITs industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
| Symbol | AGNC | WELL |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 26.48 | 100.33 |
| Price-to-Sales Ratio (TTM) | 2.93 | 12.22 |
| Price-to-Book Ratio (MRQ) | 0.91 | 2.80 |
| Price-to-Free Cash Flow Ratio (TTM) | 21.86 | 43.37 |