XP vs AGNCM

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

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

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

XP vs AGNCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XP(COMPANY)	AGNCM(COMPANY)
Market Cap	$8.86B	$8.87B
Max Drawdown	79.19%	56.16%
Sharpe Ratio	0.01	0.97
5Y Beta	1.03	0.12
Industry	Capital Markets	Reit - Mortgage
P/E Ratio	9.22	30.46
Forward P/E	9.53	N/A
PEG Ratio	0.47	N/A
Dividend Yield	1.19%	5.73%
5Y Dividends CAGR	N/A	9.54%
5Y EPS CAGR	18.25%	N/A
Debt to Equity	366.57%	N/A
Free Cash Flow Yield	31.84%	N/A
P/S Ratio	0.48	4.94
P/B Ratio	1.92	2.30

Market Cap

$8.86B

Winner

AGNCM

$8.87B

Max Drawdown

79.19%

Winner

AGNCM

56.16%

Sharpe Ratio

0.01

Winner

AGNCM

0.97

5Y Beta

1.03

Winner

AGNCM

0.12

Industry

Capital Markets

AGNCM

Reit - Mortgage

P/E Ratio

Winner

9.22

AGNCM

30.46

Forward P/E

9.53

AGNCM

N/A

PEG Ratio

0.47

AGNCM

N/A

Dividend Yield

1.19%

Winner

AGNCM

5.73%

5Y Dividends CAGR

N/A

AGNCM

9.54%

5Y EPS CAGR

18.25%

AGNCM

N/A

Debt to Equity

366.57%

AGNCM

N/A

Free Cash Flow Yield

31.84%

AGNCM

N/A

P/S Ratio

Winner

0.48

AGNCM

4.94

P/B Ratio

Winner

1.92

AGNCM

2.30

XP vs AGNCM - Historical Returns

Returns include dividend reinvestment.

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

Winner

+6.38%

AGNCM

+1.64%

-19.97%

Winner

AGNCM

+4.23%

-2.85%

Winner

AGNCM

+5.40%

-6.60%

Winner

AGNCM

+9.10%

5Y(CAGR)

-14.62%

Winner

AGNCM

+7.87%

Max(CAGR)

-8.67%

Winner

AGNCM

+8.33%

XP vs AGNCM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

XP vs AGNCM Drawdown Comparison

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. 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 XP drawdown is -62.97%. The current AGNCM drawdown is -0.12%.

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

Correlation

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

-0.46

-101