AGNCM vs XP

Comparison between AGNC Investment Corp (AGNCM, Company) and XP Inc - Class A (XP, Company).

AGNCM is from the Real Estate sector, while XP is from the Financial Services sector.

5-Year PerformanceAGNCM has outperformed XP, delivering a return of +7.9% compared to -14.6%

AGNCM vs XP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGNCM(COMPANY)	XP(COMPANY)
Market Cap	$8.87B	$8.86B
Max Drawdown	56.16%	79.19%
Sharpe Ratio	1.11	0.07
5Y Beta	0.12	1.04
Industry	Reit - Mortgage	Capital Markets
P/E Ratio	30.46	9.22
Forward P/E	N/A	9.53
PEG Ratio	N/A	0.47
Dividend Yield	5.73%	1.18%
5Y Dividends CAGR	9.54%	N/A
5Y EPS CAGR	N/A	18.25%
Debt to Equity	N/A	366.57%
Free Cash Flow Yield	N/A	31.84%
P/S Ratio	4.94	N/A
P/B Ratio	2.30	N/A

Market Cap

Winner

AGNCM

$8.87B

$8.86B

Max Drawdown

Winner

AGNCM

56.16%

79.19%

Sharpe Ratio

Winner

AGNCM

1.11

0.07

5Y Beta

Winner

AGNCM

0.12

1.04

Industry

AGNCM

Reit - Mortgage

Capital Markets

P/E Ratio

AGNCM

30.46

Winner

9.22

Forward P/E

AGNCM

N/A

9.53

PEG Ratio

AGNCM

N/A

0.47

Dividend Yield

Winner

AGNCM

5.73%

1.18%

5Y Dividends CAGR

AGNCM

9.54%

N/A

5Y EPS CAGR

AGNCM

N/A

18.25%

Debt to Equity

AGNCM

N/A

366.57%

Free Cash Flow Yield

AGNCM

N/A

31.84%

P/S Ratio

AGNCM

4.94

N/A

P/B Ratio

AGNCM

2.30

N/A

AGNCM vs XP - Historical Returns

Returns include dividend reinvestment.

Period	AGNCM	XP
1 month	+1.64%	+6.38%
3 months	+4.23%	-19.97%
6 months	+5.40%	-2.85%
1 year	+9.10%	-6.60%
5 years(CAGR)	+7.87%	-14.62%
Max(CAGR)	+8.33%	-8.67%

AGNCM

+1.64%

Winner

+6.38%

Winner

AGNCM

+4.23%

-19.97%

Winner

AGNCM

+5.40%

-2.85%

Winner

AGNCM

+9.10%

-6.60%

5Y(CAGR)

Winner

AGNCM

+7.87%

-14.62%

Max(CAGR)

Winner

AGNCM

+8.33%

-8.67%

AGNCM vs XP - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AGNCM	XP
2026	+5.90%	+4.47%
2025	+6.51%	+40.01%
2024	+16.94%	-51.35%
2023	+25.53%	+99.31%
2022	-16.89%	-47.09%
2021	+12.21%	-26.70%
2020	+3.83%	+2.80%
2019	+9.96%	+11.78%

AGNCM vs XP Drawdown Comparison

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

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current AGNCM drawdown is -0.12%. The current XP drawdown is -62.97%.

Rank	AGNCM	XP
#1	-55.99% Feb 3, 2020 - Dec 23, 2020	-79.19% Sep 2, 2021 - Mar 23, 2023
#2	-28.38% Jan 3, 2022 - Jul 28, 2023	-60.55% Feb 20, 2020 - Jun 16, 2020
#3	-13.96% Sep 29, 2023 - Dec 26, 2023	-29.90% Sep 1, 2020 - Sep 2, 2021
#4	-6.49% Apr 1, 2025 - Jun 20, 2025	-15.01% Jun 23, 2020 - Aug 6, 2020
#5	-3.93% Jul 12, 2021 - Dec 31, 2021	-12.96% Aug 6, 2020 - Sep 1, 2020
#6	-3.65% Feb 18, 2026 - Apr 15, 2026	-12.15% Jan 22, 2020 - Feb 19, 2020
#7	-3.32% May 7, 2021 - Jun 9, 2021	-9.48% Dec 20, 2019 - Jan 21, 2020
#8	-3.04% Dec 30, 2020 - Mar 5, 2021	-9.04% Dec 13, 2019 - Dec 18, 2019
#9	-2.45% Aug 29, 2019 - Dec 18, 2019	-3.39% Jun 18, 2020 - Jun 23, 2020
#10	-2.36% Oct 7, 2025 - Dec 17, 2025	-0.89% Dec 18, 2019 - Dec 20, 2019
#11	-2.03% Aug 2, 2023 - Aug 24, 2023	N/A
#12	-1.97% Jun 24, 2025 - Jul 15, 2025	N/A
#13	-1.88% Dec 31, 2024 - Apr 1, 2025	N/A
#14	-1.82% Apr 21, 2021 - May 4, 2021	N/A
#15	-1.63% Dec 28, 2023 - Jan 8, 2024	N/A

Correlation

Correlation between AGNCM and XP is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101