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AGNC InvestmentAGNC +0.95%36 5-Year ROIIC % is 0.00 as of Dec. 2025. GuruFocus rates AGNC with a GF Score™ of 36/100. The stock has 4 warning signs investors should review. Among 621 REITs companies, AGNC Investment ranks worse than 161030.43% on this metric.
5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year.
AGNC Investment does not have enough data to calculate 5-Year ROIIC %.
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
AGNC Investment 5-Year ROIIC % Related Terms
AGNC Investment 5-Year ROIIC % Historical Data
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The historical data trend for AGNC Investment's 5-Year ROIIC % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
AGNC vs NLY, STWD, RITM: 5-Year ROIIC % Comparison
For the REIT - Mortgage subindustry, AGNC Investment's 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
AGNC Investment 5-Year ROIIC % vs REITs Industry
For the REITs industry and Real Estate sector, AGNC Investment's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where AGNC Investment's 5-Year ROIIC % falls into.
AGNC Investment's 5-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:
5-Year ROIIC %
=
5-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
5-Year Incremental Invested Capital**
=
( (Dec. 2025) - (Dec. 2020) )
/
( (Dec. 2025) - (Dec. 2020) )
=
/
=
N/A%***
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
AGNC Investment (AGNC) has a 5-Year ROIIC % of 0.00 as of Dec. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on AGNC Investment and its competitors. According to the industry distribution chart, AGNC Investment ranks #999999 out of 621 companies in the REITs industry.
Is AGNC Investment's 5-Year ROIIC % too high?
AGNC Investment's current 5-Year ROIIC % is 0.00. Based on the distribution chart, AGNC Investment ranks #999999 out of 621 companies in the REITs industry, which is in the bottom quartile relative to peers. Overall, AGNC Investment has a GF Score™ of 36/100, reflecting its overall financial health beyond just this single metric.
How does AGNC Investment's 5-Year ROIIC % compare to NLY and STWD?
According to the REITs industry distribution chart, AGNC Investment ranks #999999 out of 621 companies for 5-Year ROIIC %. This places AGNC Investment in the lower half of its industry. The industry median 5-Year ROIIC % is 4.06. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year ROIIC % for a REITs company?
The median 5-Year ROIIC % among REITs companies is 4.06, based on 621 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year ROIIC % mean?
A high 5-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on AGNC Investment and its competitors. For the REITs industry, the median 5-Year ROIIC % is 4.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AGNC Investment's current 5-Year ROIIC % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AGNC Investment stock overvalued right now?
AGNC Investment (AGNC) has a current 5-Year ROIIC % of 0.00. The current 5-Year ROIIC % is 0.00. AGNC Investment's overall GF Score™ is 36/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year ROIIC % calculated?
5-Year ROIIC % is calculated from a company's financial statements. For AGNC Investment (AGNC), the current 5-Year ROIIC % is 0.00 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
AGNC Investment Corp is a U.S. real estate investment trust that invests primarily in agency residential mortgage-backed securities. Its portfolio consists mainly of residential mortgage pass-through securities and collateralized mortgage obligations whose principal and interest payments are guaranteed by a U.S. government-sponsored enterprise, such as Fannie Mae or Freddie Mac, or by a U.S. government agency such as Ginnie Mae. The company also holds other mortgage- and housing-related investments, including credit risk transfer securities and, to a lesser extent, non-agency securities. AGNC funds its portfolio largely through repurchase agreements and other borrowings, and its results are driven by the spread between the yield on its assets and its cost of funds. It operates as a single reportable segment, is internally managed, and has elected to be taxed as a REIT, distributing most of its taxable income to shareholders as dividends.
36GF Score
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