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Upturn AI SWOT - About
DX 
Dynex Capital Inc (DX)
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Upturn Advisory Summary
09/15/2025: DX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $13.92
1 Year Target Price $13.92
| 4 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.03% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.63B USD | Price to earnings Ratio 14.92 | 1Y Target Price 13.92 |
Price to earnings Ratio 14.92 | 1Y Target Price 13.92 | ||
Volume (30-day avg) 7 | Beta 0.91 | 52 Weeks Range 10.06 - 13.37 | Updated Date 09/14/2025 |
52 Weeks Range 10.06 - 13.37 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 14.17% | Basic EPS (TTM) 0.84 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 60.69% | Operating Margin (TTM) 1036.25% |
Management Effectiveness
Return on Assets (TTM) 0.73% | Return on Equity (TTM) 4.93% |
Valuation
Trailing PE 14.92 | Forward PE 8.94 | Enterprise Value 9916480512 | Price to Sales(TTM) 15.11 |
Enterprise Value 9916480512 | Price to Sales(TTM) 15.11 | ||
Enterprise Value to Revenue 16.11 | Enterprise Value to EBITDA - | Shares Outstanding 129912000 | Shares Floating 129004071 |
Shares Outstanding 129912000 | Shares Floating 129004071 | ||
Percent Insiders 1.03 | Percent Institutions 44.83 |
Upturn AI SWOT
Dynex Capital Inc
Company Overview
History and Background
Dynex Capital, Inc., founded in 1987, is a mortgage real estate investment trust (REIT) that invests in mortgage-backed securities (MBS) on a leveraged basis. It operates primarily in the United States.
Core Business Areas
- Mortgage-Backed Securities Investments: Dynex Capital invests in agency and non-agency MBS, including residential and commercial MBS.
Leadership and Structure
The company is led by a board of directors and a management team, with Byron L. Boston serving as Chief Executive Officer and Co-Chief Investment Officer.
Top Products and Market Share
Key Offerings
- Agency Mortgage-Backed Securities (Agency MBS): Securities guaranteed by government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac. Dynex competes with other REITs, asset managers, and institutional investors. Market share data is dynamic and depends on investment strategies.
- Non-Agency Mortgage-Backed Securities (Non-Agency MBS): Securities not guaranteed by GSEs. Market share data is dynamic and depends on investment strategies. Competitors include other REITs and hedge funds.
Market Dynamics
Industry Overview
The mortgage REIT industry is sensitive to interest rate changes, economic conditions, and government policies. It involves borrowing money to invest in mortgage-backed securities, aiming to profit from the difference between the interest earned on the securities and the cost of borrowing.
Positioning
Dynex Capital is a smaller player compared to larger REITs. Its competitive advantage lies in its investment strategy and risk management capabilities.
Total Addressable Market (TAM)
The total addressable market is estimated to be in trillions of dollars, encompassing all outstanding mortgage debt. Dynex Capital's TAM is limited by its capital and investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Disciplined Investment Strategy
- Focus on Risk Management
- Diversified MBS Portfolio
Weaknesses
- Sensitivity to Interest Rate Fluctuations
- Reliance on Leverage
- Smaller Market Capitalization Compared to Peers
- Complexity of Mortgage Market
Opportunities
- Expansion into New MBS Asset Classes
- Increased Demand for Mortgage Financing
- Favorable Interest Rate Environment
- Technological Advancements in Mortgage Analytics
Threats
- Rising Interest Rates
- Economic Recession
- Increased Competition
- Changes in Government Regulations
Competitors and Market Share
Key Competitors
- AGNC
- NRZ
- TWO
Competitive Landscape
Dynex Capital faces intense competition. Its smaller size compared to larger REITs can be a disadvantage, but its expertise in certain MBS asset classes can be a competitive edge.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been variable, influenced by interest rate environments and investment performance.
Future Projections: Future growth projections depend on analyst estimates and company guidance. Expect continued focus on managing interest rate risk and optimizing the MBS portfolio.
Recent Initiatives: Requires current data, example: Recent initiatives may include portfolio diversification, interest rate hedging strategies, and cost optimization measures.
Summary
Dynex Capital is a mortgage REIT with exposure to interest rate risks. Strong management helps mitigate these risks while maintaining a focus on returns. Diversification in the portfolio is key, but the company remains sensitive to economic fluctuations and regulatory changes. While smaller than its competitors, Dynex Capital has a niche in the MBS market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dynex Capital Inc
Exchange NYSE | Headquaters Glen Allen, VA, United States | ||
IPO Launch date 1989-06-30 | Co-CEO & Chairman of the Board Mr. Byron L. Boston | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees 22 | Website https://www.dynexcapital.com |
Full time employees 22 | Website https://www.dynexcapital.com | ||
Dynex Capital, Inc., a mortgage real estate investment trust, invests in mortgage-backed securities (MBS) in the United States. It invests in agency MBS consisting of residential MBS and commercial MBS (CMBS); and agency and non-agency CMBS interest-only securities. Agency MBS have a guaranty of principal payment by an agency of the U.S. government or a U.S. government-sponsored entity, such as Fannie Mae and Freddie Mac. Non-Agency MBS do not have a guaranty of principal or interest payments. The company has qualified as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal income taxes if it distributes at least 90% of its taxable income to its shareholders. Dynex Capital, Inc. was incorporated in 1987 and is headquartered in Glen Allen, Virginia.
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