AGNC Investment Corp vs Iris Energy Limited — how do they compare? AGNC Investment Corp trades at $10.92 (market cap $12.91B), while Iris Energy Limited trades at $43.9 (market cap $14.20B). The key difference: AGNC Investment Corp and Iris Energy Limited are close in size by market cap, and AGNC Investment Corp pays a 13.22% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| AGNC | IREN | |
|---|---|---|
Market Cap | $12.91B | $14.20B |
Sector | Financials | Energy |
52-Week High | $12.17 | $76.41 |
52-Week Low | $9.58 | $17.73 |
Dividend Yield | 13.22% | — |
Enterprise Value | — | $15.95B |
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.
IREN trades at $43.67, up 12.73% in the last 24 hours, reflecting strong momentum amid recent AI contract wins. The technical picture is neutral with mixed signals, while fundamentals show robust revenue growth and high gross margins but negative returns on equity and assets. Recent news highlights the company's pivot to AI infrastructure, including a $2.8 billion contract boost and a raised revenue target above $4 billion, driving investor optimism despite recent earnings misses.
The outlook is cautiously optimistic, with significant growth potential from AI cloud expansion but tempered by execution risks and high valuation multiples. Analyst consensus is bullish with a $84.43 price target, though investors should monitor cash flow sustainability and competitive pressures in the rapidly evolving AI infrastructure space.
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 →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →