ARE vs AGNCM

Comparison between Alexandria Real Estate Equities Inc (ARE, Company) and AGNC Investment Corp (AGNCM, Company).

Both ARE and AGNCM are from the Real Estate sector.

5-Year PerformanceAGNCM has outperformed ARE, delivering a return of +7.6% compared to -19.4%

ARE vs AGNCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARE(COMPANY)	AGNCM(COMPANY)
Market Cap	$8.92B	$8.87B
Max Drawdown	81.93%	56.16%
Sharpe Ratio	-0.46	1.13
5Y Beta	0.80	0.12
Industry	Reit - Office	Reit - Mortgage
P/E Ratio	737.98	30.46
Forward P/E	16.69	N/A
PEG Ratio	3.24	N/A
Dividend Yield	8.12%	5.74%
5Y Dividends CAGR	4.66%	9.81%
5Y EPS CAGR	-56.32%	N/A
Debt to Equity	79.57%	N/A
Free Cash Flow Yield	15.72%	N/A
P/S Ratio	3.15	4.94
P/B Ratio	0.59	2.30

Market Cap

Winner

ARE

$8.92B

AGNCM

$8.87B

Max Drawdown

ARE

81.93%

Winner

AGNCM

56.16%

Sharpe Ratio

ARE

-0.46

Winner

AGNCM

1.13

5Y Beta

ARE

0.80

Winner

AGNCM

0.12

Industry

ARE

Reit - Office

AGNCM

Reit - Mortgage

P/E Ratio

ARE

737.98

Winner

AGNCM

30.46

Forward P/E

ARE

16.69

AGNCM

N/A

PEG Ratio

ARE

3.24

AGNCM

N/A

Dividend Yield

Winner

ARE

8.12%

AGNCM

5.74%

5Y Dividends CAGR

ARE

4.66%

Winner

AGNCM

9.81%

5Y EPS CAGR

ARE

-56.32%

AGNCM

N/A

Debt to Equity

ARE

79.57%

AGNCM

N/A

Free Cash Flow Yield

ARE

15.72%

AGNCM

N/A

P/S Ratio

Winner

ARE

3.15

AGNCM

4.94

P/B Ratio

Winner

ARE

0.59

AGNCM

2.30

ARE vs AGNCM - Historical Returns

Returns include dividend reinvestment.

Period	ARE	AGNCM
1 month	+14.32%	+0.48%
3 months	+7.43%	+3.09%
6 months	+17.45%	+5.97%
1 year	-22.45%	+10.78%
5 years(CAGR)	-19.39%	+7.61%
10 years(CAGR)	-2.58%	N/A
Max(CAGR)	+6.09%	+8.15%

Winner

ARE

+14.32%

AGNCM

+0.48%

Winner

ARE

+7.43%

AGNCM

+3.09%

Winner

ARE

+17.45%

AGNCM

+5.97%

ARE

-22.45%

Winner

AGNCM

+10.78%

5Y(CAGR)

ARE

-19.39%

Winner

AGNCM

+7.61%

10Y(CAGR)

ARE

-2.58%

AGNCM

N/A

Max(CAGR)

ARE

+6.09%

Winner

AGNCM

+8.15%

ARE vs AGNCM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ARE	AGNCM
2026	+10.24%	+3.84%
2025	-46.57%	+6.51%
2024	-21.07%	+16.94%
2023	-8.19%	+25.53%
2022	-31.68%	-16.89%
2021	+33.67%	+12.21%
2020	+14.57%	+3.83%
2019	+49.03%	+9.96%
2018	-8.55%	N/A
2017	+21.55%	N/A
2016	+28.69%	N/A
2015	+4.07%	N/A
2014	+44.49%	N/A
2013	-6.29%	N/A
2012	+3.73%	N/A
2011	-4.94%	N/A
2010	+17.81%	N/A
2009	+14.72%	N/A
2008	-39.21%	N/A
2007	+3.95%	N/A
2006	+25.64%	N/A
2005	+14.37%	N/A
2004	+33.99%	N/A
2003	+43.62%	N/A
2002	+9.02%	N/A
2001	+16.49%	N/A
2000	+23.77%	N/A
1999	+10.68%	N/A

ARE vs AGNCM Drawdown Comparison

The maximum drawdown for ARE was -77.96%, occurring on Apr 28, 2026. This drawdown has not yet recovered.

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

The current ARE drawdown is -71.00%.

Rank	ARE	AGNCM
#1	-77.96% Dec 30, 2021 - Apr 28, 2026	-55.99% Feb 3, 2020 - Dec 23, 2020
#2	-71.87% Sep 19, 2008 - Jan 7, 2015	-28.38% Jan 3, 2022 - Jul 28, 2023
#3	-34.31% Feb 14, 2020 - Jul 28, 2020	-13.96% Sep 29, 2023 - Dec 26, 2023
#4	-27.66% Mar 20, 2015 - May 25, 2016	-6.49% Apr 1, 2025 - Jun 20, 2025
#5	-22.89% Feb 8, 2007 - Aug 11, 2008	-3.93% Jul 12, 2021 - Dec 31, 2021
#6	-20.94% Jun 28, 2002 - Jul 8, 2003	-3.65% Feb 18, 2026 - Apr 15, 2026
#7	-19.97% Feb 11, 2004 - Aug 24, 2004	-3.32% May 7, 2021 - Jun 9, 2021
#8	-15.30% Dec 18, 2017 - Jan 30, 2019	-3.04% Dec 30, 2020 - Mar 5, 2021
#9	-14.65% Dec 31, 2004 - Jun 15, 2005	-2.45% Aug 29, 2019 - Dec 18, 2019
#10	-14.21% Aug 11, 2000 - Nov 30, 2000	-2.36% Oct 7, 2025 - Dec 17, 2025
#11	-14.10% Jul 31, 2020 - Dec 16, 2020	-2.03% Aug 2, 2023 - Aug 24, 2023
#12	-13.56% Mar 17, 2006 - Aug 4, 2006	-1.97% Jun 24, 2025 - Jul 15, 2025
#13	-11.35% Dec 31, 2020 - Apr 20, 2021	-1.88% Dec 31, 2024 - Apr 1, 2025
#14	-10.90% Aug 21, 2001 - Nov 23, 2001	-1.82% Apr 21, 2021 - May 4, 2021
#15	-10.37% Sep 7, 2016 - Jan 4, 2017	-1.63% Dec 28, 2023 - Jan 8, 2024

Correlation

Correlation between ARE and AGNCM is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

-101

Dividend Comparison (1999 - 2026)

ARE vs AGNCM dividend yield comparison.

Year	ARE	AGNCM
2026	1.35%	2.06%
2025	9.56%	9.09%
2024	5.32%	8.94%
2023	3.91%	7.31%
2022	3.24%	8.66%
2021	2.01%	6.67%
2020	2.38%	6.91%
2019	2.48%	5.72%
2018	3.24%	0.00%
2017	2.64%	0.00%
2016	2.91%	0.00%
2015	3.38%	0.00%
2014	3.25%	0.00%
2013	4.10%	0.00%
2012	3.02%	0.00%
2011	2.70%	0.00%
2010	2.05%	0.00%
2009	2.88%	0.00%
2008	5.27%	0.00%
2007	2.99%	0.00%
2006	2.85%	0.00%
2005	3.38%	0.00%
2004	3.39%	0.00%
2003	3.80%	0.00%
2002	5.77%	0.00%
2001	4.40%	0.00%
2000	3.47%	0.00%
1999	1.35%	0.00%