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Side-by-side financial comparison of AGNC Investment Corp. (AGNC) and Bluerock Homes Trust, Inc. (BHM). Click either name above to swap in a different company.
AGNC Investment Corp. is the larger business by last-quarter revenue ($206.0M vs $18.9M, roughly 10.9× Bluerock Homes Trust, Inc.). AGNC Investment Corp. runs the higher net margin — 463.1% vs -50.1%, a 513.2% gap on every dollar of revenue. On growth, AGNC Investment Corp. posted the faster year-over-year revenue change (79.1% vs 36.9%). Over the past eight quarters, AGNC Investment Corp.'s revenue compounded faster (187.1% CAGR vs 30.1%).
The Russell 1000 Index is a U.S. stock market index that tracks the largest 1,000 stocks in the Russell 3000 Index, which represent about 93% of the total market capitalization of that index. The index is market cap weighted, meaning larger companies have a greater influence on the index than smaller companies.
Bluerock Homes Trust, Inc. is a U.S.-headquartered real estate investment trust that acquires, owns and operates a portfolio of high-quality single-family rental residential properties. It caters to middle-market renters across high-growth suburban markets, prioritizing regions with strong demographic fundamentals and sustained rental housing demand.
AGNC vs BHM — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $206.0M | $18.9M |
| Net Profit | $954.0M | $-9.5M |
| Gross Margin | — | — |
| Operating Margin | — | -48.8% |
| Net Margin | 463.1% | -50.1% |
| Revenue YoY | 79.1% | 36.9% |
| Net Profit YoY | 682.0% | -29.9% |
| EPS (diluted) | $0.90 | $-0.75 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $206.0M | $18.9M | ||
| Q3 25 | $148.0M | $16.6M | ||
| Q2 25 | $162.0M | $16.8M | ||
| Q1 25 | $159.0M | $16.4M | ||
| Q4 24 | — | $13.8M | ||
| Q3 24 | $-64.0M | $12.7M | ||
| Q2 24 | $-3.0M | $12.5M | ||
| Q1 24 | $-30.0M | $11.2M |
| Q4 25 | $954.0M | $-9.5M | ||
| Q3 25 | $806.0M | $-10.0M | ||
| Q2 25 | $-140.0M | $-5.8M | ||
| Q1 25 | $50.0M | $-7.3M | ||
| Q4 24 | — | $-7.3M | ||
| Q3 24 | $346.0M | $3.5M | ||
| Q2 24 | $-48.0M | $-5.2M | ||
| Q1 24 | $443.0M | $-3.2M |
| Q4 25 | — | -48.8% | ||
| Q3 25 | — | -57.6% | ||
| Q2 25 | — | -30.9% | ||
| Q1 25 | — | -42.6% | ||
| Q4 24 | — | -52.8% | ||
| Q3 24 | — | 27.9% | ||
| Q2 24 | — | -41.3% | ||
| Q1 24 | — | -28.4% |
| Q4 25 | 463.1% | -50.1% | ||
| Q3 25 | 544.6% | -60.0% | ||
| Q2 25 | -86.4% | -34.7% | ||
| Q1 25 | 31.4% | -44.7% | ||
| Q4 24 | — | -52.8% | ||
| Q3 24 | -540.6% | 27.9% | ||
| Q2 24 | 1600.0% | -41.3% | ||
| Q1 24 | -1476.7% | -28.4% |
| Q4 25 | $0.90 | $-0.75 | ||
| Q3 25 | $0.72 | $-0.94 | ||
| Q2 25 | $-0.17 | $-0.66 | ||
| Q1 25 | $0.02 | $-0.67 | ||
| Q4 24 | — | $-0.65 | ||
| Q3 24 | $0.39 | $0.24 | ||
| Q2 24 | $-0.11 | $-0.42 | ||
| Q1 24 | $0.59 | $-0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $450.0M | $169.6M |
| Total DebtLower is stronger | — | $428.4M |
| Stockholders' EquityBook value | $12.4B | $128.7M |
| Total Assets | $115.1B | $1.2B |
| Debt / EquityLower = less leverage | — | 3.33× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $450.0M | $169.6M | ||
| Q3 25 | $450.0M | $2.1M | ||
| Q2 25 | $656.0M | $4.2M | ||
| Q1 25 | $455.0M | $3.0M | ||
| Q4 24 | — | $115.2M | ||
| Q3 24 | $507.0M | $155.1M | ||
| Q2 24 | $530.0M | $116.0M | ||
| Q1 24 | $505.0M | $92.3M |
| Q4 25 | — | $428.4M | ||
| Q3 25 | — | $415.9M | ||
| Q2 25 | — | $338.6M | ||
| Q1 25 | — | $336.5M | ||
| Q4 24 | — | $373.8M | ||
| Q3 24 | — | $122.5M | ||
| Q2 24 | — | $119.7M | ||
| Q1 24 | — | $120.2M |
| Q4 25 | $12.4B | $128.7M | ||
| Q3 25 | $11.4B | $131.7M | ||
| Q2 25 | $10.3B | $135.3M | ||
| Q1 25 | $10.0B | $137.1M | ||
| Q4 24 | — | $139.1M | ||
| Q3 24 | $9.7B | $142.9M | ||
| Q2 24 | $8.7B | $142.5M | ||
| Q1 24 | $8.6B | $144.5M |
| Q4 25 | $115.1B | $1.2B | ||
| Q3 25 | $109.0B | $222.1M | ||
| Q2 25 | $102.0B | $220.3M | ||
| Q1 25 | $95.9B | $186.2M | ||
| Q4 24 | — | $967.0M | ||
| Q3 24 | $89.6B | $800.8M | ||
| Q2 24 | $79.7B | $756.2M | ||
| Q1 24 | $71.9B | $727.4M |
| Q4 25 | — | 3.33× | ||
| Q3 25 | — | 3.16× | ||
| Q2 25 | — | 2.50× | ||
| Q1 25 | — | 2.45× | ||
| Q4 24 | — | 2.69× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | 0.84× | ||
| Q1 24 | — | 0.83× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $128.0M | $-491.0K |
| Free Cash FlowOCF − Capex | — | $-4.2M |
| FCF MarginFCF / Revenue | — | -22.1% |
| Capex IntensityCapex / Revenue | — | 19.6% |
| Cash ConversionOCF / Net Profit | 0.13× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $10.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $128.0M | $-491.0K | ||
| Q3 25 | $153.0M | $13.4M | ||
| Q2 25 | $180.0M | $13.9M | ||
| Q1 25 | $192.0M | $951.0K | ||
| Q4 24 | — | $5.0M | ||
| Q3 24 | $7.0M | $1.7M | ||
| Q2 24 | $-20.0M | $1.3M | ||
| Q1 24 | $20.0M | $1.1M |
| Q4 25 | — | $-4.2M | ||
| Q3 25 | — | $8.7M | ||
| Q2 25 | — | $8.8M | ||
| Q1 25 | — | $-2.9M | ||
| Q4 24 | — | $1.6M | ||
| Q3 24 | — | $-601.0K | ||
| Q2 24 | — | $-654.0K | ||
| Q1 24 | — | $-630.0K |
| Q4 25 | — | -22.1% | ||
| Q3 25 | — | 52.4% | ||
| Q2 25 | — | 52.2% | ||
| Q1 25 | — | -17.6% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | -4.7% | ||
| Q2 24 | — | -5.2% | ||
| Q1 24 | — | -5.6% |
| Q4 25 | — | 19.6% | ||
| Q3 25 | — | 28.5% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 24.4% | ||
| Q3 24 | — | 18.0% | ||
| Q2 24 | — | 15.3% | ||
| Q1 24 | — | 15.5% |
| Q4 25 | 0.13× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.84× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.02× | 0.47× | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.05× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AGNC
Segment breakdown not available.
BHM
| Residential Communities Segment | $11.4M | 61% |
| Scattered Single Family Homes Segment | $7.5M | 39% |
