AGNC Investment (AGNC) Tax Rate (2010 - 2013)

AGNC Investment's (AGNC) quarterly Tax Rate came in at 3.06% in Q4 2013, down 488.0% year-on-year from 0.79% in Q4 2012, and down 173.78% on a QoQ basis from 4.15% in Q1 2013.

AGNC Investment (AGNC) Tax Rate (2010 - 2013) Analysis & Trends

AGNC Investment (AGNC) has 4 years of Tax Rate data on file, last reported at 3.06% in Q4 2013.

  • On a quarterly basis, Tax Rate fell 488.0% year-over-year to 3.06% in Q4 2013; TTM through Sep 2014 was 30.0%, a 3114.0% decrease from a year earlier, with the FY2013 full-year figure at 1.02%, down 44.0% from the prior year.
  • Tax Rate for Q4 2013 stood at 3.06%, down from 4.15% in the prior quarter.
  • Over the last five years, Tax Rate for AGNC reached as high as 5.49% in Q3 2012 and fell as low as 3.06% in Q4 2013.
  • Historically, Tax Rate has averaged 1.32% across 4 years, with a median of 0.78% in 2010.
  • Across the five-year window, Tax Rate jumped 510 bps in 2012 and sank 488 bps in 2013, its largest moves.
  • Year by year, Tax Rate stood at 0.15% in 2010, then jumped by 1483 bps to 2.35% in 2011, then dropped by 23 bps to 1.82% in 2012, then slumped by 268 bps to 3.06% in 2013.
  • Per Business Quant data, the three most recent Tax Rate figures were 3.06% in Q4 2013, 4.15% in Q1 2013, and 1.82% in Q4 2012.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Annaly Capital Management 16.30 Bn 14.44 Bn - -0.53%
2 AGNC Investment 11.85 Bn 11.36 Bn - -
3 Starwood Property Trust 5.99 Bn 5.94 Bn - -7.38%
4 Rithm Capital 5.01 Bn 5.01 Bn - 29.02%
5 Blackstone Mortgage Trust 2.78 Bn 2.24 Bn - -22.35%
6 Ellington Financial 1.63 Bn 1.51 Bn - 1.10%
7 Dynex Capital 1.56 Bn 1.05 Bn - -
8 Armour Residential REIT 1.42 Bn 1.34 Bn - -
9 Two Harbors Investment 1.27 Bn 987.19 Mn - 11.28%
10 Ladder Capital 1.20 Bn 1.17 Bn - 17.86%

Historic Data

Download Data
DateValue
Dec 31, 2013 -3.06%
Dec 31, 2013 -3.06%
Dec 31, 2013 -3.06%
Mar 31, 2013 4.15%
Mar 31, 2013 4.15%
Mar 31, 2013 4.15%
Dec 31, 2012 1.82%
Dec 31, 2012 1.82%
Dec 31, 2012 1.82%
Sep 30, 2012 5.49%
Sep 30, 2012 5.49%
Sep 30, 2012 5.49%
Jun 30, 2012 1.14%
Jun 30, 2012 1.14%
Jun 30, 2012 1.14%
Mar 31, 2012 0.31%
Mar 31, 2012 0.31%
Mar 31, 2012 0.31%
Dec 31, 2011 2.35%
Dec 31, 2011 2.35%