AGNC Investment vs Starwood Property Trust
Add, change or remove companies; up to four.
KIRAβs take AI analyst
I put AGNC Investment and Starwood Property Trust side by side, using each oneβs latest annual report. Here is what stands out:
- AGNC Investment is the larger business, with $3.5B of revenue in fiscal 2025 against $1.8B for Starwood Property Trust, about 1.9 times as much.
- AGNC Investment grew revenue faster (19.5%, against β5.3%).
- Investors pay more for each dollar of Starwood Property Trustβs earnings: a P/E of 21.2x against 4.5x for AGNC Investment.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
AGNC Investment
AGNC
4/5
Revenue growth5-year growthNet marginReturn on equity
Starwood Property Trust
STWD
1/5
Share count change
Side by side
Best in the row
| Latest fiscal year | AGNC FY25 | STWD FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.2B | $4.6B |
| Revenue | $3.5B | $1.8B |
| Free cash flow | β | $99.4M |
| Net income | $1.7B | $412M |
| Growth | ||
| Revenue growth | 19.5% | β5.3% |
| 5-year growth | 18.3% | 10.2% |
| Share count change | 30.2% | 9.2% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 47.4% | 22.3% |
| FCF margin | β | 5.4% |
| Return on capital | β | β |
| Return on equity | 15.1% | 6.2% |
| Balance sheet | ||
| Net debt | β | β |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $1.6B | $669M |
| Valuation & quality | ||
| P/E | 4.5x | 21.2x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.