AGNC Investment Corp vs Kingsoft Cloud Holdings Limited — how do they compare? AGNC Investment Corp trades at $10.96 (market cap $12.91B), while Kingsoft Cloud Holdings Limited trades at $11.64 (market cap $3.53B). The key difference: AGNC Investment Corp is far larger — about 3.7× Kingsoft Cloud Holdings Limited's market cap, and AGNC Investment Corp pays a 13.22% dividend while Kingsoft Cloud Holdings Limited pays none. Which is the better fit depends on your goals.
| AGNC | KC | |
|---|---|---|
Market Cap | $12.91B | $3.53B |
Sector | Financials | Technology |
52-Week High | $12.17 | $18.21 |
52-Week Low | $9.46 | $8.58 |
Dividend Yield | 13.22% | — |
Enterprise Value | — | $3.84B |
Signals from Pluang's Aura AI — not financial advice
AGNC Investment Corp. trades at $10.955, up 1.81% today, with a bullish technical signal from moving averages. The mortgage REIT reported strong profitability with a 94.38% net income margin and 21.67% ROE. Recent earnings beat expectations in Q1 and Q2 2026, though Q4 2025 missed. The company maintains a consistent monthly dividend, recently paying $0.12 per share. Analyst consensus price target is $11.30, suggesting modest upside from current levels.
AGNC offers high yield income potential with a secure dividend history, but faces interest rate sensitivity as a leveraged mREIT. Revenue growth from $1.8B in 2025 to $2.4B projected for 2026 supports dividend sustainability. Primary risks include mortgage spread compression and Federal Reserve policy changes. Institutional ownership trends show continued interest, with CalPERS increasing its stake in 2026.
Kingsoft Cloud (KC) trades at $11.66, down 2.55% today, with a bullish technical signal from moving averages and neutral oscillators. The company reported revenue growth of 37% year-over-year in Q1 2026, driven by AI cloud services, but net income remains negative at -$936 million for 2025. Analyst consensus is strongly bullish with 70% buy ratings, citing AI-driven expansion and undervaluation relative to peers.
The outlook is positive due to AI revenue acceleration and analyst optimism, but risks include persistent losses, high capital expenditure, and competitive pressures in China's cloud market. Investors should weigh growth potential against profitability challenges ahead of Q2 2026 earnings on August 19, 2026.
Trailing returns across standard periods
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 →Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →