Federal Agricultural Mortgage Corp. (AGM)
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-09-04
$227.78+0.71%
Close 2026-09-04 · 1-day change
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-09-04
Research Workspace
Put AGM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Finance is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 32%, softest on share dilution.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAGM's growth in net income must continue to justify its current valuation. Revenue grew 24% year over year, and the last quarter beat expectations. AGM trades at 1.3× price-to-book versus a peer median of 1.6×. The market is pricing in more growth than we forecast, indicating expectations look full. The recent financial performance has dropped to the bottom half of its industry. Our model puts the next-quarter miss probability near 24%. Peer multiples imply a price about 13% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-04. AGM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering AGM (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare AGM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AGM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Finance — fair value, gap to price, and forward P/E.
Compare the value case
Put AGM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain expense efficiency ratio below 30%
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Improved efficiency ratio supports cost management objective.
Advances: Increase net income
Strong Q2 results indicate increased net income.
Threatens: Increase net income
Rising credit risk could impact net income growth.