COMP <GO>
AGNC vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
AGNC Investment Corp. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AGNC 8
— JPM 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $8.65 (-3.35%) • MKT CAP: $10.61B
roic
2.90%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AGNC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AGNC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.90% | 17.37% | -14.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.8x | 9.7x | +15.13 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.89% | -18.14% | +23.03 | AGNC | /fcf-yield <GO> |
| Operating Margin | 68.60% | 42.07% | +26.53 | AGNC | /operating-margins <GO> |
| Net Profit Margin | 56.20% | 32.63% | +23.57 | AGNC | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 13.53% | +8.47 | AGNC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 1.96% | +9.54 | AGNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | AGNC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | AGNC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.5 | 49.0 | -10.53 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.00 | -0.01 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.4x | 13.6x | -8.17 | AGNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.61B | $895.92B | -$885.31B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AGNC REV | JPM REV | AGNC GROSS % | JPM GROSS % | AGNC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | $653.0M | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $86.0M | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | -$118.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AGNC // BETA 0.99
JPM // BETA 1.00