COMPARE · Data as of August 28, 2026
AGNC vs RITM
Verdict: Side-by-side breakdown using the Bull Rankings model. AGNC scored 68.0, RITM scored 59.0 — AGNC leads.
Compare another set
AGNC
AGNC Investment Corp.
71.7Fin
$10.94 · $13.0B
fundamentals as of
Strength gap
2.8
RITM leads
RITM
Rithm Capital Corp.
74.5Fin
$10.08 · $5.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthAGNC+84.7%
- Strongest balance sheetRITM3.88
Side by side · every name on one set of axes
Fundamentals, head-to-head
AGNC
RITM
13.3%C+
Yield
10.0%C+
+84.7%A
Rev
-4.9%D+
7.17D
D/E
3.88C
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
AGNCAGNC Investment Corp.
Why now
REIT - Mortgage · market cap $13.0b. 10% off the 52-week high of $12.19. Revenue growing +85% — in hypergrowth territory. 9 sell-side analysts publish a mean 1-yr target of $11.06 (implying +1% upside).
Moat
Net margin 94% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 7.17 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Dividend payout 72% of earnings on a 13.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
RITMRithm Capital Corp.
Why now
REIT - Mortgage · market cap $5.6b. Down 21% from 52-week high of $12.74 — deep drawdown territory. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $13.15 (implying +30% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
D/E 3.88 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Dividend payout 167% of earnings on a 10.0% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 6% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.