SWX vs AGNCP

Comparison between Southwest Gas Holdings Inc (SWX, Company) and AGNC Investment Corp (AGNCP, Company).

SWX is from the Utilities sector, while AGNCP is from the Real Estate sector.

5-Year PerformanceSWX has outperformed AGNCP, delivering a return of +9.3% compared to +7.8%

SWX vs AGNCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SWX(COMPANY)	AGNCP(COMPANY)
Market Cap	$6.42B	$6.42B
Max Drawdown	56.45%	60.54%
Sharpe Ratio	1.46	1.27
5Y Beta	0.34	0.08
Industry	Utilities - Regulated Gas	Reit - Mortgage
P/E Ratio	13.80	N/A
Forward P/E	21.98	N/A
PEG Ratio	0.13	N/A
Dividend Yield	2.80%	5.78%
5Y Dividends CAGR	6.28%	11.70%
5Y EPS CAGR	5.85%	N/A
Debt to Equity	85.55%	N/A
Free Cash Flow Yield	-6.27%	N/A
P/S Ratio	3.61	3.90
P/B Ratio	1.59	N/A

Market Cap

SWX

$6.42B

Winner

AGNCP

$6.42B

Max Drawdown

Winner

SWX

56.45%

AGNCP

60.54%

Sharpe Ratio

Winner

SWX

1.46

AGNCP

1.27

5Y Beta

SWX

0.34

Winner

AGNCP

0.08

Industry

SWX

Utilities - Regulated Gas

AGNCP

Reit - Mortgage

P/E Ratio

SWX

13.80

AGNCP

N/A

Forward P/E

SWX

21.98

AGNCP

N/A

PEG Ratio

SWX

0.13

AGNCP

N/A

Dividend Yield

SWX

2.80%

Winner

AGNCP

5.78%

5Y Dividends CAGR

SWX

6.28%

Winner

AGNCP

11.70%

5Y EPS CAGR

SWX

5.85%

AGNCP

N/A

Debt to Equity

SWX

85.55%

AGNCP

N/A

Free Cash Flow Yield

SWX

-6.27%

AGNCP

N/A

P/S Ratio

Winner

SWX

3.61

AGNCP

3.90

P/B Ratio

SWX

1.59

AGNCP

N/A

SWX vs AGNCP - Historical Returns

Returns include dividend reinvestment.

Period	SWX	AGNCP
1 month	-1.53%	+1.88%
3 months	+3.41%	+1.81%
6 months	+13.50%	+4.87%
1 year	+28.46%	+9.47%
5 years(CAGR)	+9.31%	+7.80%
10 years(CAGR)	+6.04%	N/A
Max(CAGR)	+8.57%	+7.34%

SWX

-1.53%

Winner

AGNCP

+1.88%

Winner

SWX

+3.41%

AGNCP

+1.81%

Winner

SWX

+13.50%

AGNCP

+4.87%

Winner

SWX

+28.46%

AGNCP

+9.47%

5Y(CAGR)

Winner

SWX

+9.31%

AGNCP

+7.80%

10Y(CAGR)

SWX

+6.04%

AGNCP

N/A

Max(CAGR)

Winner

SWX

+8.57%

AGNCP

+7.34%

SWX vs AGNCP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SWX	AGNCP
2026	+12.57%	+3.51%
2025	+17.58%	+8.13%
2024	+14.47%	+20.43%
2023	+6.74%	+20.28%
2022	-7.03%	-17.95%
2021	+21.98%	+13.14%
2020	-17.24%	+2.24%
2019	+5.39%	N/A
2018	-1.42%	N/A
2017	+7.85%	N/A
2016	+45.96%	N/A
2015	-7.73%	N/A
2014	+16.33%	N/A
2013	+32.27%	N/A
2012	+2.29%	N/A
2011	+16.45%	N/A
2010	+30.14%	N/A
2009	+17.33%	N/A
2008	-12.21%	N/A
2007	-20.99%	N/A
2006	+46.36%	N/A
2005	+8.80%	N/A
2004	+16.85%	N/A
2003	-0.59%	N/A
2002	+6.87%	N/A
2001	+4.89%	N/A
2000	+3.41%	N/A
1999	-1.01%	N/A

SWX vs AGNCP Drawdown Comparison

The maximum drawdown for SWX was -53.68%, occurring on Mar 5, 2009. Recovery took 889 trading sessions.

The maximum drawdown for AGNCP was -60.54%, occurring on Mar 18, 2020. Recovery took 217 trading sessions.

The current SWX drawdown is -4.74%. The current AGNCP drawdown is -0.04%.

Rank	SWX	AGNCP
#1	-53.68% Apr 25, 2007 - Nov 2, 2010	-60.54% Feb 20, 2020 - Dec 29, 2020
#2	-42.48% Sep 16, 2019 - Apr 18, 2022	-28.95% Jan 3, 2022 - Dec 22, 2023
#3	-41.03% May 24, 2022 - Nov 28, 2025	-5.79% Apr 1, 2025 - Jun 12, 2025
#4	-29.89% Nov 18, 1999 - May 29, 2001	-4.47% Jan 20, 2021 - Apr 6, 2021
#5	-26.00% Mar 21, 2002 - Jan 23, 2004	-3.62% Jan 23, 2026 - Apr 21, 2026
#6	-25.07% Dec 1, 2017 - Nov 12, 2018	-2.80% May 10, 2021 - May 18, 2021
#7	-22.00% Aug 2, 2001 - Jan 22, 2002	-2.59% Oct 14, 2021 - Dec 31, 2021
#8	-20.00% May 13, 2011 - Oct 27, 2011	-2.00% Mar 26, 2024 - Apr 3, 2024
#9	-18.40% Dec 29, 2014 - Mar 4, 2016	-1.88% Jul 7, 2021 - Aug 5, 2021
#10	-17.86% Jul 22, 2016 - Jan 4, 2017	-1.80% Nov 8, 2024 - Dec 31, 2024
#11	-15.05% Mar 3, 2017 - Nov 29, 2017	-1.61% Jul 19, 2024 - Aug 26, 2024
#12	-13.71% Dec 31, 2013 - Oct 21, 2014	-1.57% Aug 5, 2021 - Aug 31, 2021
#13	-12.76% Jul 18, 2012 - Feb 13, 2013	-1.53% Sep 25, 2024 - Oct 17, 2024
#14	-12.45% Nov 16, 2018 - Feb 21, 2019	-1.49% Apr 4, 2024 - May 1, 2024
#15	-10.15% Feb 13, 2007 - Apr 25, 2007	-1.48% Sep 13, 2021 - Sep 30, 2021

Correlation

Correlation between SWX and AGNCP is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (1999 - 2026)

SWX vs AGNCP dividend yield comparison.

Year	SWX	AGNCP
2026	1.42%	2.16%
2025	3.10%	8.65%
2024	3.51%	6.21%
2023	3.91%	7.04%
2022	3.97%	7.94%
2021	3.36%	6.06%
2020	3.71%	5.95%
2019	2.84%	0.00%
2018	2.69%	0.00%
2017	2.40%	0.00%
2016	2.29%	0.00%
2015	2.86%	0.00%
2014	2.31%	0.00%
2013	2.30%	0.00%
2012	2.72%	0.00%
2011	2.46%	0.00%
2010	2.70%	0.00%
2009	3.29%	0.00%
2008	3.53%	0.00%
2007	2.86%	0.00%
2006	2.16%	0.00%
2005	3.11%	0.00%
2004	3.23%	0.00%
2003	3.70%	0.00%
2002	3.50%	0.00%
2001	3.67%	0.00%
2000	3.84%	0.00%
1999	0.91%	0.00%