Agnc Investment Corp Stock Five Year Return
| AGNC Stock | USD 9.36 0.01 0.11% |
AGNC Investment Corp fundamentals help investors to digest information that contributes to AGNC Investment's financial success or failures. It also enables traders to predict the movement of AGNC Stock. The fundamental analysis module provides a way to measure AGNC Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to AGNC Investment stock.
AGNC | Five Year Return |
AGNC Investment Corp Company Five Year Return Analysis
AGNC Investment's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current AGNC Investment Five Year Return | 11.63 % |
Most of AGNC Investment's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, AGNC Investment Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
AGNC Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for AGNC Investment is extremely important. It helps to project a fair market value of AGNC Stock properly, considering its historical fundamentals such as Five Year Return. Since AGNC Investment's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of AGNC Investment's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of AGNC Investment's interrelated accounts and indicators.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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AGNC Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, AGNC Investment Corp has a Five Year Return of 11.63%. This is much higher than that of the Mortgage Real Estate Investment Trusts (REITs) sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.
AGNC Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses AGNC Investment's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of AGNC Investment could also be used in its relative valuation, which is a method of valuing AGNC Investment by comparing valuation metrics of similar companies.AGNC Investment is currently under evaluation in five year return category among related companies.
AGNC Investment ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, AGNC Investment's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to AGNC Investment's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
AGNC Fundamentals
| Return On Equity | 0.0915 | ||||
| Return On Asset | 0.0109 | ||||
| Profit Margin | 0.88 % | ||||
| Operating Margin | 0.95 % | ||||
| Current Valuation | 45.36 B | ||||
| Shares Outstanding | 720.3 M | ||||
| Shares Owned By Insiders | 0.50 % | ||||
| Shares Owned By Institutions | 41.50 % | ||||
| Number Of Shares Shorted | 51.65 M | ||||
| Price To Earning | 1.74 X | ||||
| Price To Book | 0.98 X | ||||
| Price To Sales | 25.80 X | ||||
| Revenue | 251 M | ||||
| Gross Profit | (1.12 B) | ||||
| EBITDA | 691 M | ||||
| Net Income | 155 M | ||||
| Cash And Equivalents | 9.4 B | ||||
| Cash Per Share | 16.45 X | ||||
| Total Debt | 80 M | ||||
| Debt To Equity | 5.76 % | ||||
| Current Ratio | 0.23 X | ||||
| Book Value Per Share | 9.64 X | ||||
| Cash Flow From Operations | (118 M) | ||||
| Short Ratio | 4.99 X | ||||
| Earnings Per Share | 0.05 X | ||||
| Price To Earnings To Growth | 17.55 X | ||||
| Target Price | 10.09 | ||||
| Number Of Employees | 53 | ||||
| Beta | 1.45 | ||||
| Market Capitalization | 6.75 B | ||||
| Total Asset | 71.6 B | ||||
| Retained Earnings | (8.15 B) | ||||
| Working Capital | (43.95 B) | ||||
| Current Asset | 4.16 B | ||||
| Current Liabilities | 48.12 B | ||||
| Annual Yield | 0.15 % | ||||
| Five Year Return | 11.63 % | ||||
| Net Asset | 71.6 B | ||||
| Last Dividend Paid | 1.44 |
About AGNC Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze AGNC Investment Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of AGNC Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of AGNC Investment Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
AGNC Investment Investors Sentiment
The influence of AGNC Investment's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in AGNC. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to AGNC Investment's public news can be used to forecast risks associated with an investment in AGNC. The trend in average sentiment can be used to explain how an investor holding AGNC can time the market purely based on public headlines and social activities around AGNC Investment Corp. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
AGNC Investment's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for AGNC Investment's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average AGNC Investment's news discussions. The higher the estimated score, the more favorable is the investor's outlook on AGNC Investment.
AGNC Investment Implied Volatility | 53.6 |
AGNC Investment's implied volatility exposes the market's sentiment of AGNC Investment Corp stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if AGNC Investment's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that AGNC Investment stock will not fluctuate a lot when AGNC Investment's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards AGNC Investment in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, AGNC Investment's short interest history, or implied volatility extrapolated from AGNC Investment options trading.
Pair Trading with AGNC Investment
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if AGNC Investment position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in AGNC Investment will appreciate offsetting losses from the drop in the long position's value.Moving together with AGNC Stock
| 0.72 | BN | Brookfield Corp | PairCorr |
| 0.79 | DX | Dynex Capital | PairCorr |
The ability to find closely correlated positions to AGNC Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AGNC Investment when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back AGNC Investment - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling AGNC Investment Corp to buy it.
The correlation of AGNC Investment is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as AGNC Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AGNC Investment Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for AGNC Investment can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out AGNC Investment Piotroski F Score and AGNC Investment Altman Z Score analysis. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Complementary Tools for AGNC Stock analysis
When running AGNC Investment's price analysis, check to measure AGNC Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AGNC Investment is operating at the current time. Most of AGNC Investment's value examination focuses on studying past and present price action to predict the probability of AGNC Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AGNC Investment's price. Additionally, you may evaluate how the addition of AGNC Investment to your portfolios can decrease your overall portfolio volatility.
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Is AGNC Investment's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of AGNC Investment. If investors know AGNC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about AGNC Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.40) | Dividend Share 1.44 | Earnings Share 0.05 | Revenue Per Share 1.305 | Quarterly Revenue Growth (0.23) |
The market value of AGNC Investment Corp is measured differently than its book value, which is the value of AGNC that is recorded on the company's balance sheet. Investors also form their own opinion of AGNC Investment's value that differs from its market value or its book value, called intrinsic value, which is AGNC Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AGNC Investment's market value can be influenced by many factors that don't directly affect AGNC Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between AGNC Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if AGNC Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AGNC Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.