AGNC Investment Corp vs Rithm Capital Corp

We do not publish a verdict for AGNC Investment Corp (AGNC) and we do not publish a verdict for Rithm Capital Corp (RITM).

We do not publish an intrinsic value for either company, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

AGNC Investment Corp (AGNC)

Discounting its cash flows would put the shares at $71.17: 7 times the price of $10.09. A gap that size says more about a model than about the market. It usually means heavy debt, where a small error in the value of the business becomes a large one in the value of the shares, or a business our method does not describe. We do not publish a verdict on this one.

Leak Score 73/100 on 3 of 12 signals

Rithm Capital Corp (RITM)

Discounting its cash flows would put the shares at $68.54: 7 times the price of $9.64. A gap that size says more about a model than about the market. It usually means heavy debt, where a small error in the value of the business becomes a large one in the value of the shares, or a business our method does not describe. We do not publish a verdict on this one.

Leak Score 41/100 on 3 of 12 signals

MetricAGNCRITM
VerdictNo reliable verdictNo reliable verdict
Price$10.09$9.64
Leak Score73/100 (3/12)41/100 (3/12)
Market cap$12.0B$5.4B
Revenue growth, 5 years41.1%31.3%
Operating margin103.3%42.3%
Net margin41.7%5.7%
Return on equity19.8%5.4%
Debt to equity8.614.53
P/E5.3x16.1x
Forward P/E6.7x4.1x
P/B1.1x0.8x
Dividend yield14.3%10.4%

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