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AGNC Investment Corp. (AGNC) vs Rithm Capital Corp. (RITM)

AGNC Investment Corp. and Rithm Capital Corp. are both Reit Mortgage companies. AGNC Investment Corp. is the larger, with a market value of $11.2B against $5.3B — 2.1× the size. Rithm Capital Corp. trades at the lower P/E: 14.6× against 441×. AGNC Investment Corp. grew revenue faster over the last twelve months: 22.4% against 5.98%. Rithm Capital Corp. has the higher net margin (9.89% vs −1.81%) and the higher return on invested capital (3.53% vs 0.06%). Both pay a dividend; AGNC Investment Corp. yields more (16.3% vs 10.6%). Across the 21 metrics below, Rithm Capital Corp. leads on 16 and AGNC Investment Corp. on 5.

Valuation

Metric AGNC RITM Reit Mortgage median
P/E 441.00 14.55 14.55
P/S 2.52 1.46 1.72
P/B 1.10 0.70 0.52
Price to free cash flow 9.31 n/m 4.35
EV/EBITDA 483.00 15.17 28.27
EV/Sales 25.16 12.44 15.73
Earnings yield 0.23% 6.87% 0.23%
Free cash flow yield 10.74% (30.22%) 13.86%

Profitability

Metric AGNC RITM Reit Mortgage median
Gross margin 29.31% 100.00% 100.00%
Operating margin 2.45% 76.32% 31.94%
Net margin (1.81%) 9.89% (1.81%)
Free cash flow margin 27.05% (44.06%) 27.05%
Return on equity (0.80%) 4.86% (0.49%)
Return on assets (0.06%) 0.69% (0.06%)
Return on invested capital 0.06% 3.53% 0.79%

Growth

Metric AGNC RITM Reit Mortgage median
Revenue growth (TTM) 22.39% 5.98% 1.39%
EPS growth (last fiscal year) 58.06% (37.72%) 45.25%
Revenue growth, 5-year CAGR 18.32% 64.52% 14.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AGNC RITM Reit Mortgage median
Debt to equity 8.42 4.62 2.91
Current ratio 0.27 0.55 0.82
Net debt to EBITDA 45.27 15.22 18.31

Dividend

Metric AGNC RITM Reit Mortgage median
Dividend yield 16.33% 10.57% 17.37%
Payout ratio 144.00 1.59 1.87

Size

Metric AGNC RITM Reit Mortgage median
Market cap 11.23b 5.28b 409.49m

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