Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AGM-A
HOLDREMOVEFederal Agricultural Mortgage Corporation · Financial Services · United States · $1.5B · Avg Vol: $56K/d
Federal Agricultural Mortgage Corp is a stable financial utility, but it lacks the explosive asymmetric upside or structural alignment with our core high-conviction macro themes.
COMPANY DESCRIPTION
Federal Agricultural Mortgage Corporation (Farmer Mac) is a federally chartered, stockholder-owned corporation that provides a secondary market for agricultural real estate and rural utilities loans. The company's competitive moat is its unique government-sponsored enterprise status, which grants it access to low-cost funding and a dominant position in U.S. agricultural finance. Farmer Mac operates as a critical, low-risk provider of systemic liquidity to rural America.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 309M | 351M | 375M | 408M | 9.7% |
| EPS | 14.00 | 15.97 | 16.59 | 16.73 | 6.1% |
| Shares | 11M | 11M | 11M | 11M | +0.5% |
| Debt | 25.7B | 27.7B | 29.3B | 33.2B | 9.0% |
| Equity | 1.3B | 1.4B | 1.5B | 1.7B | 10.6% |
| Op CF | 809M | 376M | 613M | 80M | -53.8% |
| Inv CF | -3.0B | -2.0B | -1.7B | -3.8B | — |
| Fin CF | 2.2B | 1.6B | 1.2B | 3.6B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of AGM-A are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AGM-A | Federal Agricultural Mortgage Corporation(you) | $1.5B | 51 | HOLD |
| JCAP | Jefferson Capital, Inc. | $950M | 47 | HOLD |
| GDOT | Green Dot Corporation | $733M | 41 | HOLD |
| WRLD | World Acceptance Corporation | $727M | 63 | HOLD |
| WU | The Western Union Company | $2.5B | 72 | BUY |
| PRAA | PRA Group, Inc. | $588M | 38 | HOLD |
| EZPW | EZCORP, Inc. | $2.0B | 79 | BUY |
| OMF | OneMain Holdings, Inc. | $6.2B | 43 | HOLD |
| NNI | Nelnet, Inc. | $4.7B | 36 | HOLD |
| ATLC | Atlanticus Holdings Corporation | $1.3B | 88 | STRONG BUY |
Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%