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Upturn AI SWOT - About
AGNC 
AGNC Investment Corp (AGNC)
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Upturn Advisory Summary
02/12/2025: AGNC (3-star) is a STRONG-BUY. BUY since 15 days. Profits (6.82%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 30.59% | Avg. Invested days 53 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.77B USD | Price to earnings Ratio 10.3 | 1Y Target Price 10.29 |
Price to earnings Ratio 10.3 | 1Y Target Price 10.29 | ||
Volume (30-day avg) 19691425 | Beta 1.49 | 52 Weeks Range 7.70 - 10.40 | Updated Date 03/31/2025 |
52 Weeks Range 7.70 - 10.40 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 15.05% | Basic EPS (TTM) 0.93 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 88.7% | Operating Margin (TTM) 79.22% |
Management Effectiveness
Return on Assets (TTM) 1.08% | Return on Equity (TTM) 9.58% |
Valuation
Trailing PE 10.3 | Forward PE 5.88 | Enterprise Value 53369036800 | Price to Sales(TTM) 9.01 |
Enterprise Value 53369036800 | Price to Sales(TTM) 9.01 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 915464000 | Shares Floating 892857678 |
Shares Outstanding 915464000 | Shares Floating 892857678 | ||
Percent Insiders 0.43 | Percent Institutions 41.15 |
Analyst Ratings
Rating 3.93 | Target Price 10.29 | Buy 4 | Strong Buy 5 |
Buy 4 | Strong Buy 5 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AGNC Investment Corp
Company Overview
History and Background
AGNC Investment Corp. was founded in 2008, initially focusing on agency mortgage-backed securities (MBS). It has grown to become a significant player in the REIT sector, adapting its investment strategies to market conditions.
Core Business Areas
- Agency MBS Investments: AGNC primarily invests in agency mortgage-backed securities, which are guaranteed by U.S. government-sponsored enterprises (GSEs) such as Fannie Mae and Freddie Mac. These investments provide income from the difference between the yield on the MBS and the cost of borrowing.
- Risk Management: AGNC uses a variety of strategies to manage its interest rate risk and credit risk, including hedging with interest rate swaps and other derivatives. Their risk management approach aims to protect against market volatility.
Leadership and Structure
The leadership team comprises seasoned investment professionals with expertise in mortgage finance and capital markets. The company has a board of directors overseeing its operations.
Top Products and Market Share
Key Offerings
- Agency Mortgage-Backed Securities: AGNC invests in agency MBS, primarily fixed-rate mortgages. Their revenue is derived from the net interest margin earned on these investments. Competitors include other mortgage REITs such as Annaly Capital Management (NLY) and Starwood Property Trust (STWD). Market share data is difficult to pinpoint precisely, as the MBS market is very large and fragmented. AGNC holds a significant percentage, estimated to be within the top 10 players by asset size.
Market Dynamics
Industry Overview
The mortgage REIT industry is influenced by interest rates, housing market conditions, and government policies related to housing finance. The industry is cyclical and can be volatile.
Positioning
AGNC is a leading agency mortgage REIT. Its competitive advantage stems from its scale, expertise in managing MBS portfolios, and access to capital markets.
Total Addressable Market (TAM)
The TAM consists of the entire market for agency MBS. The total value of agency MBS outstanding is several trillion dollars. AGNC is a major player, managing a significant portion of this market. The overall health of the real estate market and interest rates plays a role in the direction of the TAM.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Significant scale and access to capital
- Focus on agency MBS (low credit risk)
- Active risk management strategies
Weaknesses
- Sensitivity to interest rate fluctuations
- Reliance on leverage
- Complexity of investment portfolio
- Susceptible to changes in government policy
Opportunities
- Expansion into other mortgage-related assets
- Increased demand for agency MBS
- Improved housing market conditions
- Strategic acquisitions
Threats
- Rising interest rates
- Increased competition
- Changes in government regulations
- Economic downturn
Competitors and Market Share
Key Competitors
- NLY
- ARR
- IVR
Competitive Landscape
AGNC is a major player in the agency mortgage REIT sector. It competes with other REITs for capital and investment opportunities. AGNC's focus on agency MBS provides a level of safety but also limits its potential returns.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: AGNC's growth has been driven by reinvesting earnings and leveraging its balance sheet to acquire agency MBS. Growth rate varies based on market conditions.
Future Projections: Future growth depends on interest rate trends, housing market conditions, and the company's ability to manage risk effectively. Analyst estimates vary based on these factors.
Recent Initiatives: Recent initiatives likely include active management of the MBS portfolio and hedging strategies to mitigate interest rate risk. These initiatives are detailed in their quarterly and annual reports.
Summary
AGNC Investment Corp. is a leading agency mortgage REIT that focuses on generating income from the difference between the yield on MBS and its borrowing costs. While their agency-backed assets offer lower credit risk, the company is highly sensitive to interest rate fluctuations. AGNC's scale, experienced management, and active risk management are strengths, but reliance on leverage and susceptibility to policy changes are potential concerns. Future growth will depend on navigating interest rate environments and maintaining a strong capital position.
Similar Companies
- NLY
- ARR
- IVR
- TWO
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Presentations
- Financial News Articles
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, and past performance is not indicative of future results. The user should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AGNC Investment Corp
Exchange NASDAQ | Headquaters Bethesda, MD, United States | ||
IPO Launch date 2008-05-13 | President, CEO & Director and Chief Investment Officer Mr. Peter J. Federico | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees 53 | Website https://agnc.com |
Full time employees 53 | Website https://agnc.com | ||
AGNC Investment Corp. provides private capital to housing market in the United States. The company invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It qualifies as a real estate investment trust for federal income tax purposes. The company generally would not be subject to federal or state corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was formerly known as American Capital Agency Corp. and changed its name to AGNC Investment Corp. in September 2016. AGNC Investment Corp. was incorporated in 2008 and is headquartered in Bethesda, Maryland.
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