WallStSmart

AGNC Investment Corp. (AGNCN)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Welltower Inc generates 390% more annual revenue ($11.77B vs $2.40B). AGNCN leads profitability with a 94.4% profit margin vs 12.0%. AGNCN earns a higher WallStSmart Score of 61/100 (C+).

AGNCN

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 6.7Quality: 2.5
Piotroski: 3/9Altman Z: -0.95

WELL

Buy

57

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 3.0Quality: 6.3
Piotroski: 4/9Altman Z: 1.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGNCNUndervalued (+30.3%)

Margin of Safety

+30.3%

Fair Value

$36.94

Current Price

$25.63

$11.31 discount

UndervaluedFair: $36.94Overvalued

Intrinsic value data unavailable for WELL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGNCN5 strengths · Avg: 9.6/10
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

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

WELL4 strengths · Avg: 9.8/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

EPS GrowthGrowth
157.9%10/10

Earnings expanding 157.9% YoY

Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Market CapQuality
$172.98B9/10

Large-cap with strong market position

Areas to Watch

AGNCN3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.952/10

Distress zone — elevated risk

Debt/EquityHealth
8.591/10

Elevated debt levels

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
118.4x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AGNCN

The strongest argument for AGNCN centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 94.4% and operating margin at 95.6%. Revenue growth of 546.0% demonstrates continued momentum.

Bull Case : WELL

The strongest argument for WELL centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 38.3% demonstrates continued momentum.

Bear Case : AGNCN

The primary concerns for AGNCN are Piotroski F-Score, Altman Z-Score, Debt/Equity. Debt-to-equity of 8.59 is elevated, increasing financial risk.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 118.4x leaves little room for execution misses.

Key Dynamics to Monitor

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

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

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

Bottom Line

AGNCN scores higher overall (61/100 vs 57/100), backed by strong 94.4% margins and 546.0% revenue growth. 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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Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.

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