From Zacks Investment Research: 2025-05-26 12:22:00

AGNC Investment Corp. (AGNC) and Starwood Property Trust, Inc. (STWD) are two well-known mortgage real estate investment trusts (mREITs) offering long-term stockholder returns and high dividend yields. AGNC’s active portfolio management strategy and focus on Agency MBS provide stability and growth potential, while STWD’s expertise in CMBS and commercial real estate assets drives market opportunities. AGNC boasts a higher dividend yield of 16.29% compared to STWD’s 9.83%. AGNC also has a better valuation, trading at a lower forward P/E ratio. AGNC Investment carries a Zacks Rank #3 (Hold), while Starwood Property holds a Zacks Rank #4 (Sell).

In terms of price performance, STWD has outperformed AGNC in the past year with a 13.6% increase compared to AGNC’s 6.3% growth. AGNC is trading at a discount with a forward P/E of 5.39X, while STWD is trading at a premium with a P/E of 10.55X. AGNC also offers a higher dividend yield of 16.29% compared to STWD’s 9.83%. AGNC’s focus on Agency MBS provides a secure income stream, while STWD’s earnings are more sensitive to commercial real estate market dynamics. AGNC Investment carries a Zacks Rank #3 (Hold), while Starwood Property holds a Zacks Rank #4 (Sell).



Read more at Zacks Investment Research: AGNC Vs STWD: Which mREIT Has Stronger Income Potential? – May 26, 2025