AGNCM vs HQY

Comparison between AGNC Investment Corp (AGNCM, Company) and Healthequity Inc (HQY, Company).

AGNCM is from the Real Estate sector, while HQY is from the Healthcare sector.

5-Year PerformanceHQY has outperformed AGNCM, delivering a return of +9.1% compared to +7.8%

AGNCM vs HQY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGNCM(COMPANY)	HQY(COMPANY)
Market Cap	$8.87B	$8.85B
Max Drawdown	56.16%	60.65%
Sharpe Ratio	0.91	0.44
5Y Beta	0.12	0.88
Industry	Reit - Mortgage	Health Information Services
P/E Ratio	30.46	38.95
Forward P/E	N/A	21.01
PEG Ratio	N/A	0.42
Dividend Yield	5.72%	N/A
5Y Dividends CAGR	9.54%	N/A
5Y EPS CAGR	N/A	114.60%
Debt to Equity	N/A	46.04%
Free Cash Flow Yield	N/A	5.51%
P/S Ratio	4.94	N/A
P/B Ratio	2.30	N/A

Market Cap

Winner

AGNCM

$8.87B

HQY

$8.85B

Max Drawdown

Winner

AGNCM

56.16%

HQY

60.65%

Sharpe Ratio

Winner

AGNCM

0.91

HQY

0.44

5Y Beta

Winner

AGNCM

0.12

HQY

0.88

Industry

AGNCM

Reit - Mortgage

HQY

Health Information Services

P/E Ratio

Winner

AGNCM

30.46

HQY

38.95

Forward P/E

AGNCM

N/A

HQY

21.01

PEG Ratio

AGNCM

N/A

HQY

0.42

Dividend Yield

AGNCM

5.72%

HQY

N/A

5Y Dividends CAGR

AGNCM

9.54%

HQY

N/A

5Y EPS CAGR

AGNCM

N/A

HQY

114.60%

Debt to Equity

AGNCM

N/A

HQY

46.04%

Free Cash Flow Yield

AGNCM

N/A

HQY

5.51%

P/S Ratio

AGNCM

4.94

HQY

N/A

P/B Ratio

AGNCM

2.30

HQY

N/A

AGNCM vs HQY - Historical Returns

Returns include dividend reinvestment.

Period	AGNCM	HQY
1 month	+1.20%	+10.38%
3 months	+3.42%	+28.49%
6 months	+5.05%	+42.92%
1 year	+8.46%	+18.28%
5 years(CAGR)	+7.82%	+9.06%
10 years(CAGR)	N/A	+13.79%
Max(CAGR)	+8.30%	+16.05%

AGNCM

+1.20%

Winner

HQY

+10.38%

AGNCM

+3.42%

Winner

HQY

+28.49%

AGNCM

+5.05%

Winner

HQY

+42.92%

AGNCM

+8.46%

Winner

HQY

+18.28%

5Y(CAGR)

AGNCM

+7.82%

Winner

HQY

+9.06%

10Y(CAGR)

AGNCM

N/A

HQY

+13.79%

Max(CAGR)

AGNCM

+8.30%

Winner

HQY

+16.05%

AGNCM vs HQY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	AGNCM	HQY
2026	+6.37%	+15.94%
2025	+6.51%	-5.37%
2024	+16.94%	+45.01%
2023	+25.53%	+9.23%
2022	-16.89%	+31.60%
2021	+12.21%	-35.80%
2020	+3.83%	-3.52%
2019	+9.96%	+25.31%
2018	N/A	+28.36%
2017	N/A	+16.10%
2016	N/A	+62.27%
2015	N/A	+1.50%
2014	N/A	+44.60%

AGNCM vs HQY Drawdown Comparison

The maximum drawdown for AGNCM was -55.99%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The maximum drawdown for HQY was -60.65%, occurring on Dec 20, 2021. Recovery took 1516 trading sessions.

The current HQY drawdown is -7.79%.

Rank	AGNCM	HQY
#1	-55.99% Feb 3, 2020 - Dec 23, 2020	-60.65% Nov 7, 2018 - Nov 18, 2024
#2	-28.38% Jan 3, 2022 - Jul 28, 2023	-54.61% Nov 11, 2015 - Sep 8, 2016
#3	-13.96% Sep 29, 2023 - Dec 26, 2023	-36.07% Feb 12, 2025 - Feb 12, 2026
#4	-6.49% Apr 1, 2025 - Jun 20, 2025	-26.64% Dec 26, 2014 - Mar 24, 2015
#5	-3.93% Jul 12, 2021 - Dec 31, 2021	-25.46% Jun 8, 2017 - Feb 14, 2018
#6	-3.65% Feb 18, 2026 - Apr 15, 2026	-20.14% Oct 10, 2016 - Nov 11, 2016
#7	-3.32% May 7, 2021 - Jun 9, 2021	-19.61% Sep 10, 2014 - Nov 18, 2014
#8	-3.04% Dec 30, 2020 - Mar 5, 2021	-19.35% Aug 5, 2015 - Nov 10, 2015
#9	-2.45% Aug 29, 2019 - Dec 18, 2019	-18.68% Jan 18, 2017 - Jun 7, 2017
#10	-2.36% Oct 7, 2025 - Dec 17, 2025	-17.11% Sep 11, 2018 - Nov 7, 2018
#11	-2.03% Aug 2, 2023 - Aug 24, 2023	-12.96% Nov 21, 2024 - Jan 21, 2025
#12	-1.97% Jun 24, 2025 - Jul 15, 2025	-10.53% Feb 21, 2018 - Feb 28, 2018
#13	-1.88% Dec 31, 2024 - Apr 1, 2025	-10.23% Nov 28, 2014 - Dec 22, 2014
#14	-1.82% Apr 21, 2021 - May 4, 2021	-10.22% Jul 26, 2018 - Aug 14, 2018
#15	-1.63% Dec 28, 2023 - Jan 8, 2024	-10.21% Aug 14, 2014 - Sep 10, 2014