WallStSmart

AGNC Investment Corp (AGNCM)vsChicago Atlantic Real Estate Finance Inc (REFI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGNC Investment Corp generates 3188% more annual revenue ($1.80B vs $54.66M). AGNCM leads profitability with a 92.9% profit margin vs 65.9%. AGNCM earns a higher WallStSmart Score of 63/100 (C+).

AGNCM

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 8.0Value: 5.0Quality: 2.5
Piotroski: 2/9Altman Z: -0.95

REFI

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 8.5Value: 6.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGNCM.

REFIFair Value (-4.2%)

Margin of Safety

-4.2%

Fair Value

$11.42

Current Price

$12.05

$0.63 premium

UndervaluedFair: $11.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGNCM3 strengths · Avg: 9.3/10
Profit MarginProfitability
92.9%10/10

Keeps 93 of every $100 in revenue as profit

Operating MarginProfitability
95.9%10/10

Strong operational efficiency at 95.9%

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

REFI4 strengths · Avg: 10.0/10
P/E RatioValuation
7.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
65.9%10/10

Keeps 66 of every $100 in revenue as profit

Operating MarginProfitability
57.7%10/10

Strong operational efficiency at 57.7%

Areas to Watch

AGNCM3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.952/10

Distress zone — elevated risk

Debt/EquityHealth
8.211/10

Elevated debt levels

REFI3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Market CapQuality
$260.13M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-3.3%2/10

Earnings declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : AGNCM

The strongest argument for AGNCM centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 92.9% and operating margin at 95.9%.

Bull Case : REFI

The strongest argument for REFI centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 65.9% and operating margin at 57.7%.

Bear Case : AGNCM

The primary concerns for AGNCM are Piotroski F-Score, Altman Z-Score, Debt/Equity. Debt-to-equity of 8.21 is elevated, increasing financial risk.

Bear Case : REFI

The primary concerns for REFI are Revenue Growth, Market Cap, EPS Growth.

Key Dynamics to Monitor

AGNCM profiles as a mature stock while REFI is a value play — different risk/reward profiles.

AGNCM carries more volatility with a beta of 1.35 — expect wider price swings.

AGNCM is growing revenue faster at 5.5% — sustainability is the question.

AGNCM generates stronger free cash flow (128M), providing more financial flexibility.

Bottom Line

AGNCM scores higher overall (63/100 vs 51/100), backed by strong 92.9% margins. Both earn "Buy" and "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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Chicago Atlantic Real Estate Finance Inc

REAL ESTATE · REIT - MORTGAGE · USA

Chicago Atlantic Real Estate Finance Inc. is a specialized Real Estate Investment Trust (REIT) focused on providing secured financing solutions primarily to the cannabis industry. By capitalizing on the growth of this rapidly expanding sector, the company strategically positions itself to enhance shareholder returns through a diversified portfolio. With a commitment to robust risk management and a seasoned management team equipped with deep industry insights, Chicago Atlantic aims to navigate the complexities of evolving regulatory landscapes while delivering attractive risk-adjusted returns to investors.

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