AGNC Investment Corp vs TeraWulf Inc — how do they compare? AGNC Investment Corp trades at $10.98 (market cap $12.89B), while TeraWulf Inc trades at $16.38 (market cap $8.58B). The key difference: AGNC Investment Corp is the larger of the two by market cap, and AGNC Investment Corp pays a 13.24% dividend while TeraWulf Inc pays none. Which is the better fit depends on your goals.
| AGNC | WULF | |
|---|---|---|
Market Cap | $12.89B | $8.58B |
Sector | Financials | Technology |
52-Week High | $12.17 | $28.98 |
52-Week Low | $9.58 | $5.46 |
Dividend Yield | 13.24% | — |
Enterprise Value | — | $11.19B |
Signals from Pluang's Aura AI — not financial advice
AGNC Investment Corp. trades at $10.96, up 0.64% with a bullish technical signal. The mortgage REIT shows strong profitability with 94.38% net income margin and 21.67% ROE, though Q4 2025 EPS missed expectations. Recent dividend declarations of $0.12 per share maintain the 13.5% yield that attracts income investors. Cash flow trends show operational improvement with $886M operating cash flow projected for 2026.
The stock presents income opportunity with high dividend yield but faces interest rate sensitivity risks. Analyst consensus leans neutral with $11.30 price target, suggesting limited upside from current levels. Mortgage market volatility and leverage exposure remain key considerations for investors seeking yield in the mREIT sector.
WULF trades at $17.19, up 2.63% today, amid a bearish technical trend and volatile sector sentiment. The company reported a Q2 2026 net loss of $1.94 per share, missing estimates, while revenue trends remain pressured. Analyst consensus is unanimously bullish with a $39.25 price target, highlighting growth potential from high-performance computing expansion, including a major Anthropic deal.
Outlook hinges on execution of AI infrastructure build-out, but near-term risks include persistent losses, high capital demands, and competitive pressures. The stock offers significant upside if operational targets are met, yet investor caution is warranted given cash flow challenges and earnings volatility.
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 →TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →