AGNC Investment Corp vs CleanSpark Inc — how do they compare? AGNC Investment Corp trades at $10.91 (market cap $12.91B), while CleanSpark Inc trades at $12.15 (market cap $2.96B). The key difference: AGNC Investment Corp is far larger — about 4.4× CleanSpark Inc's market cap, and AGNC Investment Corp pays a 13.22% dividend while CleanSpark Inc pays none. Which is the better fit depends on your goals.
| AGNC | CLSK | |
|---|---|---|
Market Cap | $12.91B | $2.96B |
Sector | Financials | Technology |
52-Week High | $12.17 | $23.20 |
52-Week Low | $9.46 | $8.18 |
Dividend Yield | 13.22% | — |
Enterprise Value | — | $3.95B |
Signals from Pluang's Aura AI — not financial advice
AGNC Investment trades at $10.925, up 1.53% today, with a bullish technical signal from moving averages. The mortgage REIT shows strong profitability with a 94.38% net income margin and 21.67% ROE, though it missed Q4 2025 EPS estimates. Recent analyst upgrades and consistent monthly dividends highlight income appeal, while the stock trades modestly above its $8.58 book value. Cash flow trends indicate active portfolio management with significant investing and financing activities.
Outlook: AGNC offers high yield income potential with a secure dividend history, but faces interest rate sensitivity and valuation constraints. Risks include mortgage spread volatility and leveraged portfolio exposure. Analyst consensus is mixed with a $11.30 price target suggesting limited upside from current levels.
CleanSpark trades at $12.18, up 5.09% today but facing bearish technical signals with 17 sell indicators versus 5 buy signals. The company reported four consecutive quarterly earnings misses, with Q2 2026 showing a loss of $0.89 per share versus expectations of -$0.47. Despite negative profitability metrics including a -146.9% net income margin, analysts maintain unanimous buy ratings with a $24.13 consensus price target, representing 98% upside potential. Recent news highlights a strategic pivot to AI data centers through a $6.6 billion, 20-year lease agreement.
The stock presents a high-risk, high-reward opportunity with strong analyst conviction contrasting weak fundamentals. The AI data center expansion offers significant long-term revenue potential but requires substantial capital investment amid current cash flow challenges. Key risks include execution of the strategic pivot, continued earnings volatility, and the need for additional financing to support growth initiatives.
Trailing returns across standard periods
Latest headlines on both assets
AGNC Investment Corp is a real estate investment trust that invests in agency residential mortgage-backed securities. The firm's asset portfolio is comprised of residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by a U.S. Government-sponsored enterprise, such as the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation, or by a U.S. Government agency, such as the Government National Mortgage Association. It also invests in other types of mortgage and mortgage-related residential and commercial mortgage-backed securities or other investments in or related to, the housing, mortgage or real estate markets.
Read more on AGNC →CleanSpark is a leading Bitcoin mining company that operates high-density data centers. It focuses on using sustainable energy to power its mining fleet and provides digital infrastructure for the blockchain ecosystem.
Read more on CLSK →