AGNC vs PMT
AGNC: AGNC Investment is a mortgage REIT that manages a leveraged portfolio of government-backed residential mortgage securities to generate net interest income for shareholders. PMT: PennyMac Mortgage Investment Trust is a REIT focused on generating risk-adjusted returns through investments in mortgage servicing rights, mortgage loans, and mortgage-backed securities.
Side-by-side fundamentals
| Metric | AGNC | PMT | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $8.68 | $7.49 | |
| Market cap | $10.3B | $653M | |
| P/E as of 2026-10-08 | 4.20 | 3.92 | PMT lower |
| ROE FY2025, SEC XBRL | +13.5% | +6.8% | AGNC higher |
| ROA FY2025, SEC XBRL | +1.5% | +0.6% | AGNC higher |
| Debt / equity as of 2026-09-03 | 8.61 | 12.37 | AGNC lower |
| Revenue growth (YoY) as of 2026-09-03 | +56.3% | +33.9% | AGNC higher |
| Revenue CAGR (3y) SEC XBRL | n/a | +12.2% | |
| Dividend yield as of 2026-09-03 | +14.6% | +25.5% | PMT higher |
| Dividend streak (yrs) SEC XBRL | 5 | 3 | AGNC higher |
| Beta as of 2026-09-03 | 0.68 | 0.62 | |
| 1-year return as of 2026-10-08 close | -14.6% | -40.3% | AGNC higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.