WallStSmart

AGNC Investment Corp. (AGNC)vsPennyMac Mortgage Investment Trust (PMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGNC Investment Corp. generates 112% more annual revenue ($1.60B vs $758.84M). AGNC leads profitability with a 91.7% profit margin vs 18.8%. PMT appears more attractively valued with a PEG of 0.76. AGNC earns a higher WallStSmart Score of 73/100 (B).

AGNC

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 4.7Quality: 3.3
Piotroski: 2/9Altman Z: -0.95

PMT

Strong Buy

69

out of 100

Grade: B-

Growth: 5.0Profit: 6.5Value: 9.3Quality: 3.3
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGNCSignificantly Overvalued (-68.8%)

Margin of Safety

-68.8%

Fair Value

$6.77

Current Price

$10.86

$4.09 premium

UndervaluedFair: $6.77Overvalued
PMTUndervalued (+82.9%)

Margin of Safety

+82.9%

Fair Value

$72.35

Current Price

$11.00

$61.35 discount

UndervaluedFair: $72.35Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGNC6 strengths · Avg: 10.0/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
91.7%10/10

Keeps 92 of every $100 in revenue as profit

Operating MarginProfitability
129.8%10/10

Strong operational efficiency at 129.8%

Revenue GrowthGrowth
546.0%10/10

Revenue surging 546.0% year-over-year

EPS GrowthGrowth
772.0%10/10

Earnings expanding 772.0% YoY

PMT4 strengths · Avg: 9.5/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.7%10/10

Strong operational efficiency at 32.7%

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Areas to Watch

AGNC3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.482/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.952/10

Distress zone — elevated risk

PMT4 concerns · Avg: 2.8/10
Market CapQuality
$966.20M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.6%3/10

ROE of 7.6% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-56.6%2/10

Revenue declined 56.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : AGNC

The strongest argument for AGNC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 91.7% and operating margin at 129.8%. Revenue growth of 546.0% demonstrates continued momentum.

Bull Case : PMT

The strongest argument for PMT centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 32.7%. PEG of 0.76 suggests the stock is reasonably priced for its growth.

Bear Case : AGNC

The primary concerns for AGNC are Piotroski F-Score, PEG Ratio, Altman Z-Score.

Bear Case : PMT

The primary concerns for PMT are Market Cap, Return on Equity, Piotroski F-Score. Debt-to-equity of 10.12 is elevated, increasing financial risk.

Key Dynamics to Monitor

AGNC profiles as a growth stock while PMT is a declining play — different risk/reward profiles.

AGNC carries more volatility with a beta of 1.33 — expect wider price swings.

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

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

Bottom Line

AGNC scores higher overall (73/100 vs 69/100), backed by strong 91.7% margins and 546.0% revenue growth. PMT offers better value entry with a 82.9% margin of safety. 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.

AGNC Investment Corp.

REAL ESTATE · REIT - MORTGAGE · USA

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

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PennyMac Mortgage Investment Trust

REAL ESTATE · REIT - MORTGAGE · USA

PennyMac Mortgage Investment Trust, a specialty finance company, invests primarily in mortgage-related assets in the United States. The company is headquartered in Westlake Village, California.

Visit Website →

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