PRI vs AGNCN

Comparison between Primerica Inc (PRI, Company) and AGNC Investment Corp (AGNCN, Company).

PRI is from the Financial Services sector, while AGNCN is from the Real Estate sector.

5-Year PerformancePRI has outperformed AGNCN, delivering a return of +14.5% compared to +8.5%

PRI vs AGNCN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRI(COMPANY)	AGNCN(COMPANY)
Market Cap	$8.82B	$8.78B
Max Drawdown	54.60%	53.98%
Sharpe Ratio	0.35	0.96
5Y Beta	0.74	0.06
Industry	Insurance - Life	Reit - Mortgage
P/E Ratio	11.64	N/A
Forward P/E	14.04	N/A
PEG Ratio	0.19	N/A
Dividend Yield	1.59%	5.60%
5Y Dividends CAGR	20.87%	11.31%
5Y EPS CAGR	18.31%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	9.75%	N/A
P/S Ratio	2.57	4.89
P/B Ratio	3.48	N/A

Market Cap

Winner

PRI

$8.82B

AGNCN

$8.78B

Max Drawdown

PRI

54.60%

Winner

AGNCN

53.98%

Sharpe Ratio

PRI

0.35

Winner

AGNCN

0.96

5Y Beta

PRI

0.74

Winner

AGNCN

0.06

Industry

PRI

Insurance - Life

AGNCN

Reit - Mortgage

P/E Ratio

PRI

11.64

AGNCN

N/A

Forward P/E

PRI

14.04

AGNCN

N/A

PEG Ratio

PRI

0.19

AGNCN

N/A

Dividend Yield

PRI

1.59%

Winner

AGNCN

5.60%

5Y Dividends CAGR

Winner

PRI

20.87%

AGNCN

11.31%

5Y EPS CAGR

PRI

18.31%

AGNCN

N/A

Debt to Equity

PRI

0.00%

AGNCN

N/A

Free Cash Flow Yield

PRI

9.75%

AGNCN

N/A

P/S Ratio

Winner

PRI

2.57

AGNCN

4.89

P/B Ratio

PRI

3.48

AGNCN

N/A

PRI vs AGNCN - Historical Returns

Returns include dividend reinvestment.

Period	PRI	AGNCN
1 month	+1.90%	-0.93%
3 months	+12.38%	+3.41%
6 months	+10.09%	+4.18%
1 year	+8.71%	+8.73%
5 years(CAGR)	+14.48%	+8.49%
10 years(CAGR)	+19.87%	+8.67%
Max(CAGR)	+19.23%	+8.67%

Winner

PRI

+1.90%

AGNCN

-0.93%

Winner

PRI

+12.38%

AGNCN

+3.41%

Winner

PRI

+10.09%

AGNCN

+4.18%

PRI

+8.71%

Winner

AGNCN

+8.73%

5Y(CAGR)

Winner

PRI

+14.48%

AGNCN

+8.49%

10Y(CAGR)

Winner

PRI

+19.87%

AGNCN

+8.67%

Max(CAGR)

Winner

PRI

+19.23%

AGNCN

+8.67%

PRI vs AGNCN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	PRI	AGNCN
2026	+10.72%	+3.20%
2025	-3.45%	+7.64%
2024	+32.21%	+14.40%
2023	+46.97%	+10.24%
2022	-6.97%	+6.49%
2021	+19.48%	+9.59%
2020	+2.91%	+5.42%
2019	+36.13%	+8.58%
2018	-3.36%	+4.60%
2017	+46.54%	+6.32%
2016	+51.38%	N/A
2015	-11.13%	N/A
2014	+29.29%	N/A
2013	+41.25%	N/A
2012	+28.84%	N/A
2011	-3.95%	N/A
2010	+23.52%	N/A

PRI vs AGNCN Drawdown Comparison

The maximum drawdown for PRI was -54.46%, occurring on Mar 20, 2020. Recovery took 238 trading sessions.

The maximum drawdown for AGNCN was -53.34%, occurring on Mar 18, 2020. Recovery took 218 trading sessions.

The current PRI drawdown is -4.60%. The current AGNCN drawdown is -1.43%.

Rank	PRI	AGNCN
#1	-54.46% Dec 16, 2019 - Nov 24, 2020	-53.34% Jan 30, 2020 - Dec 9, 2020
#2	-36.64% Nov 3, 2021 - Feb 24, 2023	-13.65% Jun 30, 2021 - Dec 2, 2022
#3	-28.29% Sep 14, 2018 - Mar 18, 2019	-7.17% Sep 29, 2023 - Dec 28, 2023
#4	-27.23% Dec 30, 2014 - May 25, 2016	-7.02% Mar 3, 2023 - May 24, 2023
#5	-25.54% Feb 8, 2011 - Mar 19, 2012	-6.03% Mar 27, 2025 - Jul 2, 2025
#6	-20.49% May 13, 2010 - Feb 7, 2011	-4.96% Oct 31, 2017 - Jun 5, 2018
#7	-19.55% Nov 26, 2024 - Apr 8, 2025	-3.77% Sep 18, 2018 - Feb 15, 2019
#8	-17.99% Mar 27, 2024 - Aug 14, 2024	-2.67% Feb 13, 2026 - Apr 13, 2026
#9	-17.63% Feb 28, 2023 - Jun 7, 2023	-2.34% Dec 30, 2020 - Mar 2, 2021
#10	-16.46% May 6, 2019 - Nov 18, 2019	-2.09% Jul 20, 2018 - Aug 20, 2018
#11	-16.38% May 8, 2017 - Oct 9, 2017	-1.94% Oct 23, 2025 - Dec 24, 2025
#12	-15.11% Jul 12, 2016 - Nov 9, 2016	-1.89% Jun 21, 2021 - Jun 30, 2021
#13	-13.96% Jun 8, 2021 - Oct 14, 2021	-1.82% Aug 18, 2023 - Aug 31, 2023
#14	-12.70% Jan 23, 2018 - Jul 18, 2018	-1.68% Sep 6, 2019 - Nov 14, 2019
#15	-12.63% Apr 27, 2012 - Jun 29, 2012	-1.65% Nov 5, 2024 - Dec 31, 2024

Correlation

Correlation between PRI and AGNCN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2010 - 2026)

PRI vs AGNCN dividend yield comparison.

Year	PRI	AGNCN
2026	0.85%	2.21%
2025	1.61%	9.60%
2024	1.22%	10.37%
2023	1.26%	10.57%
2022	1.55%	7.47%
2021	1.23%	6.81%
2020	1.19%	6.87%
2019	1.04%	6.74%
2018	1.02%	6.92%
2017	0.77%	2.70%
2016	1.01%	0.00%
2015	1.36%	0.00%
2014	0.88%	0.00%
2013	1.03%	0.00%
2012	0.80%	0.00%
2011	0.43%	0.00%
2010	0.08%	0.00%