WallStSmart

New York Mortgage Trust, Inc. (ADAM)vsAGNC Investment Corp. (AGNC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGNC Investment Corp. generates 529% more annual revenue ($2.40B vs $381.67M). AGNC leads profitability with a 94.4% profit margin vs 53.0%. ADAM appears more attractively valued with a PEG of 2.50. ADAM earns a higher WallStSmart Score of 79/100 (B+).

ADAM

Strong Buy

79

out of 100

Grade: B+

Growth: 9.3Profit: 7.5Value: 7.3Quality: 4.5
Piotroski: 4/9Altman Z: -0.60

AGNC

Strong Buy

75

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 4.7Quality: 2.5
Piotroski: 3/9Altman Z: -0.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADAMUndervalued (+19.3%)

Margin of Safety

+19.3%

Fair Value

$9.89

Current Price

$9.51

$0.38 discount

UndervaluedFair: $9.89Overvalued
AGNCSignificantly Overvalued (-42.7%)

Margin of Safety

-42.7%

Fair Value

$8.01

Current Price

$10.64

$2.63 premium

UndervaluedFair: $8.01Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADAM6 strengths · Avg: 9.7/10
P/E RatioValuation
5.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
53.0%10/10

Keeps 53 of every $100 in revenue as profit

Operating MarginProfitability
51.7%10/10

Strong operational efficiency at 51.7%

Revenue GrowthGrowth
129.8%10/10

Revenue surging 129.8% year-over-year

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

AGNC6 strengths · Avg: 10.0/10
P/E RatioValuation
8.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
94.4%10/10

Keeps 94 of every $100 in revenue as profit

Operating MarginProfitability
95.6%10/10

Strong operational efficiency at 95.6%

Revenue GrowthGrowth
546.0%10/10

Revenue surging 546.0% year-over-year

EPS GrowthGrowth
772.0%10/10

Earnings expanding 772.0% YoY

Areas to Watch

ADAM3 concerns · Avg: 3.0/10
PEG RatioValuation
2.504/10

Expensive relative to growth rate

Market CapQuality
$848.47M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.602/10

Distress zone — elevated risk

AGNC4 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.482/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.952/10

Distress zone — elevated risk

Debt/EquityHealth
7.161/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : ADAM

The strongest argument for ADAM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 53.0% and operating margin at 51.7%. Revenue growth of 129.8% demonstrates continued momentum.

Bull Case : AGNC

The strongest argument for AGNC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 94.4% and operating margin at 95.6%. Revenue growth of 546.0% demonstrates continued momentum.

Bear Case : ADAM

The primary concerns for ADAM are PEG Ratio, Market Cap, Altman Z-Score.

Bear Case : AGNC

The primary concerns for AGNC are Piotroski F-Score, PEG Ratio, Altman Z-Score. Debt-to-equity of 7.16 is elevated, increasing financial risk.

Key Dynamics to Monitor

AGNC carries more volatility with a beta of 1.30 — expect wider price swings.

AGNC is growing revenue faster at 546.0% — sustainability is the question.

AGNC generates stronger free cash flow (387M), providing more financial flexibility.

Monitor REIT - MORTGAGE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ADAM scores higher overall (79/100 vs 75/100), backed by strong 53.0% margins and 129.8% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

New York Mortgage Trust, Inc.

REAL ESTATE · REIT - MORTGAGE · USA

Adamas Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. The company is headquartered in New York, New York.

AGNC Investment Corp.

REAL ESTATE · REIT - MORTGAGE · USA

AGNC Investment Corp. The company is headquartered in Bethesda, Maryland.

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