WallStSmart

AGNC Investment Corp. (AGNCP)vsPennyMac Mortgage Investment Trust (PMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGNC Investment Corp. generates 251% more annual revenue ($2.40B vs $684.41M). AGNCP leads profitability with a 94.4% profit margin vs 24.3%. PMT earns a higher WallStSmart Score of 66/100 (B-).

AGNCP

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 6.0Quality: 2.5
Piotroski: 3/9Altman Z: -0.93

PMT

Strong Buy

66

out of 100

Grade: B-

Growth: 6.3Profit: 6.0Value: 9.3Quality: 3.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGNCPUndervalued (+16.9%)

Margin of Safety

+16.9%

Fair Value

$30.16

Current Price

$25.36

$4.80 discount

UndervaluedFair: $30.16Overvalued
PMTUndervalued (+77.6%)

Margin of Safety

+77.6%

Fair Value

$55.24

Current Price

$9.01

$46.23 discount

UndervaluedFair: $55.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGNCP5 strengths · Avg: 9.6/10
Profit MarginProfitability
94.4%10/10

Keeps 94 of every $100 in revenue as profit

Operating MarginProfitability
95.6%10/10

Strong operational efficiency at 95.6%

Revenue GrowthGrowth
546.0%10/10

Revenue surging 546.0% year-over-year

EPS GrowthGrowth
772.0%10/10

Earnings expanding 772.0% YoY

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

PMT4 strengths · Avg: 9.3/10
P/E RatioValuation
6.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
24.3%9/10

Keeps 24 of every $100 in revenue as profit

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Areas to Watch

AGNCP3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.932/10

Distress zone — elevated risk

Debt/EquityHealth
7.161/10

Elevated debt levels

PMT4 concerns · Avg: 2.3/10
Market CapQuality
$812.73M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-2.94B2/10

Negative free cash flow — burning cash

Debt/EquityHealth
12.371/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : AGNCP

The strongest argument for AGNCP centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 94.4% and operating margin at 95.6%. Revenue growth of 546.0% demonstrates continued momentum.

Bull Case : PMT

The strongest argument for PMT centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 24.3% and operating margin at 10.9%. PEG of 0.76 suggests the stock is reasonably priced for its growth.

Bear Case : AGNCP

The primary concerns for AGNCP are Piotroski F-Score, Altman Z-Score, Debt/Equity. Debt-to-equity of 7.16 is elevated, increasing financial risk.

Bear Case : PMT

The primary concerns for PMT are Market Cap, Piotroski F-Score, Free Cash Flow. Debt-to-equity of 12.37 is elevated, increasing financial risk.

Key Dynamics to Monitor

AGNCP profiles as a growth stock while PMT is a mature play — different risk/reward profiles.

AGNCP carries more volatility with a beta of 1.30 — expect wider price swings.

AGNCP is growing revenue faster at 546.0% — sustainability is the question.

AGNCP generates stronger free cash flow (218M), providing more financial flexibility.

Bottom Line

PMT scores higher overall (66/100 vs 64/100), backed by strong 24.3% margins. AGNCP offers better value entry with a 16.9% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

AGNC Investment Corp.

REAL ESTATE · REIT - MORTGAGE · USA

AGNC Investment Corp. The company is headquartered in Bethesda, Maryland.

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PennyMac Mortgage Investment Trust

REAL ESTATE · REIT - MORTGAGE · USA

PennyMac Mortgage Investment Trust, a specialty finance company, invests primarily in mortgage-related assets in the United States. The company is headquartered in Westlake Village, California.

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