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Upturn AI SWOT - About
DX 
Dynex Capital Inc (DX)
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Upturn Advisory Summary
02/27/2025: DX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
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 -8.99% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.16B USD | Price to earnings Ratio 8.6 | 1Y Target Price 14.17 |
Price to earnings Ratio 8.6 | 1Y Target Price 14.17 | ||
Volume (30-day avg) 2779031 | Beta 1.34 | 52 Weeks Range 9.95 - 14.34 | Updated Date 04/2/2025 |
52 Weeks Range 9.95 - 14.34 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 15.70% | Basic EPS (TTM) 1.49 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 75.73% | Operating Margin (TTM) 84.68% |
Management Effectiveness
Return on Assets (TTM) 1.57% | Return on Equity (TTM) 11.08% |
Valuation
Trailing PE 8.6 | Forward PE 9.56 | Enterprise Value 7491729920 | Price to Sales(TTM) 7.71 |
Enterprise Value 7491729920 | Price to Sales(TTM) 7.71 | ||
Enterprise Value to Revenue 8.53 | Enterprise Value to EBITDA - | Shares Outstanding 90468400 | Shares Floating 89641552 |
Shares Outstanding 90468400 | Shares Floating 89641552 | ||
Percent Insiders 1.38 | Percent Institutions 46.47 |
Analyst Ratings
Rating 4.29 | Target Price 13.5 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Dynex Capital Inc
Company Overview
History and Background
Dynex Capital, Inc. is a real estate investment trust (REIT) that was founded in 1987. It specializes in investing in mortgage-backed securities (MBS) and other real estate-related assets. The company aims to provide stable returns to its investors through a combination of dividends and capital appreciation.
Core Business Areas
- Agency RMBS: Investment in agency residential mortgage-backed securities (RMBS), which are guaranteed by U.S. government agencies or government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac.
- Non-Agency RMBS: Investment in non-agency RMBS, which are not guaranteed by U.S. government agencies or GSEs. These often carry higher yields but also involve greater credit risk.
- Commercial Real Estate (CRE): Investing in commercial real estate and real estate related securities
Leadership and Structure
Dynex Capital's leadership team consists of experienced professionals in the real estate and finance sectors. The company is structured as a REIT, adhering to specific operational and regulatory requirements.
Top Products and Market Share
Key Offerings
- Agency RMBS: Investments in securities fully backed by Fannie Mae and Freddie Mac which provides a stable income. Market share data is less specific and depends on specific strategies within this large market and is not easily quantifiable as a single company market share. Competitors include other REITs such as Annaly Capital Management and AGNC Investment Corp.
- Non-Agency RMBS: Investments in securities not backed by government entities which provides high-yield investment. Market share data is less specific and depends on specific strategies within this large market and is not easily quantifiable as a single company market share. Competitors include other REITs such as Chimera Investment Corporation and MFA Financial, Inc.
Market Dynamics
Industry Overview
The mortgage REIT industry is influenced by interest rates, economic conditions, and housing market trends. REITs are sensitive to interest rate fluctuations.
Positioning
Dynex Capital positions itself by managing its portfolio composition and using hedging strategies to mitigate interest rate risk. They focus on risk-adjusted returns.
Total Addressable Market (TAM)
The total addressable market (TAM) is the total value of assets in the mortgage backed securities market. Dynex Capital's position in this market varies depending on their investment choices and strategy. The total addressable market in mortgage backed securities is worth several trillion dollars. Dynex Capital's position depends on the total assets the company holds.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Disciplined Risk Management
- Focus on Agency RMBS for Stability
- Hedging Strategies to Mitigate Interest Rate Risk
- Active portfolio management
Weaknesses
- Sensitivity to Interest Rate Fluctuations
- Reliance on External Financing
- Market Volatility Impact
- Complexity of Mortgage-Backed Securities
- Dependent on US housing market
Opportunities
- Expansion into New Asset Classes
- Increased Investment in Technology
- Capitalizing on Market Dislocations
- Growing Demand for Housing
- Diversification of investment strategies
Threats
- Rising Interest Rates
- Economic Downturn
- Regulatory Changes
- Increased Competition
- Prepayment Risk
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- TWO
Competitive Landscape
Dynex Capital competes with other REITs in the mortgage-backed securities market. Advantages include disciplined risk management. Disadvantages include sensitivity to interest rate changes.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth rates are influenced by market conditions and investment strategies.
Future Projections: Future growth projections depend on analyst estimates and market forecasts.
Recent Initiatives: Recent initiatives include portfolio optimization and risk management enhancements.
Summary
Dynex Capital is a mortgage REIT focused on generating stable returns through strategic investments in mortgage-backed securities. The company's strength lies in its disciplined risk management and focus on agency RMBS, but it faces challenges related to interest rate sensitivity and market volatility. The company is positioned to capitalize on market dislocations. Its long-term success depends on effective hedging and adaptability to changing economic conditions.
Similar Companies
AGNC
AGNC Investment Corp
AGNC
AGNC Investment Corp
IVR
Invesco Mortgage Capital Inc
IVR
Invesco Mortgage Capital Inc
MITT
AG Mortgage Investment Trust Inc
MITT
AG Mortgage Investment Trust Inc
NLY
Annaly Capital Management Inc
NLY
Annaly Capital Management Inc
TWO
Two Harbors Investments Corp
TWO
Two Harbors Investments Corp
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share and competitive data are estimates based on available information and may not be precise.
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 Dynex Capital Inc
Exchange NYSE | Headquaters Glen Allen, VA, United States | ||
IPO Launch date 1989-06-30 | Co-CEO & Chairman of the Board Mr. Byron L. Boston | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees 22 | Website https://www.dynexcapital.com |
Full time employees 22 | Website https://www.dynexcapital.com | ||
Dynex Capital, Inc., a mortgage real estate investment trust, invests in mortgage-backed securities (MBS) in the United States. It invests in agency MBS consisting of residential MBS and commercial MBS (CMBS); and agency and non-agency CMBS interest-only securities. Agency MBS have a guaranty of principal payment by an agency of the U.S. government or a U.S. government-sponsored entity, such as Fannie Mae and Freddie Mac. Non-Agency MBS do not have a guaranty of principal or interest payments. The company has qualified as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal income taxes if it distributes at least 90% of its taxable income to its shareholders. Dynex Capital, Inc. was incorporated in 1987 and is headquartered in Glen Allen, Virginia.
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