COMP <GO>
AGNC vs MS // FREE CASH FLOW YIELD
AGNC Investment Corp. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: AGNC 9
— MS 5
▲ FREE CASH FLOW YIELD LEADER: AGNC
LAST: $8.65 (-3.35%) • MKT CAP: $10.61B
fcf-yield
4.89%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AGNC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AGNC | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.90% | 3.00% | -0.10 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.8x | 31.0x | -6.20 | AGNC | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 4.89% | -7.25% | +12.14 | AGNC | /fcf-yield <GO> |
| Operating Margin | 68.60% | 24.60% | +44.00 | AGNC | /operating-margins <GO> |
| Net Profit Margin | 56.20% | 20.20% | +36.00 | AGNC | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 5.50% | +16.50 | AGNC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 2.21% | +9.29 | AGNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.46 | -0.01 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | AGNC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | AGNC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.5 | 43.3 | -4.77 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.04 | -0.05 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.4x | 16.5x | -11.10 | AGNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.61B | $298.41B | -$287.80B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AGNC REV | MS REV | AGNC GROSS % | MS GROSS % | AGNC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $653.0M | -$17.89B |
| FY 2024 | $0 | $0 | — | — | $86.0M | $1.36B |
| FY 2023 | $0 | $0 | — | — | -$118.0M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AGNC // BETA 0.99
MS // BETA 1.04