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Upturn AI SWOT - About
DX 
Dynex Capital Inc (DX)
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Upturn Advisory Summary
06/30/2025: DX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
7 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $13.42
1 Year Target Price $13.42
| 4 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.01% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.30B USD | Price to earnings Ratio 15.34 | 1Y Target Price 13.42 |
Price to earnings Ratio 15.34 | 1Y Target Price 13.42 | ||
Volume (30-day avg) 7 | Beta 0.92 | 52 Weeks Range 10.10 - 13.74 | Updated Date 06/29/2025 |
52 Weeks Range 10.10 - 13.74 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 16.83% | Basic EPS (TTM) 0.79 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 65.46% | Operating Margin (TTM) -34.02% |
Management Effectiveness
Return on Assets (TTM) 0.92% | Return on Equity (TTM) 6.01% |
Valuation
Trailing PE 15.34 | Forward PE 8.6 | Enterprise Value 8288755200 | Price to Sales(TTM) 12.02 |
Enterprise Value 8288755200 | Price to Sales(TTM) 12.02 | ||
Enterprise Value to Revenue 13.02 | Enterprise Value to EBITDA - | Shares Outstanding 107164000 | Shares Floating 104482469 |
Shares Outstanding 107164000 | Shares Floating 104482469 | ||
Percent Insiders 1.24 | Percent Institutions 48.98 |
Analyst Ratings
Rating 3 | Target Price 13.42 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Dynex Capital Inc
Company Overview
History and Background
Dynex Capital, Inc. (DX) is a real estate investment trust (REIT) founded in 1987. It focuses on investing in mortgage-backed securities (MBS) on a leveraged basis. The company has evolved its investment strategies over time to adapt to changing market conditions.
Core Business Areas
- Agency MBS: Investments in agency MBS, which are guaranteed by government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac. The company focuses on credit risk and interest rate risk management related to these assets.
Leadership and Structure
Dynex Capital is led by a board of directors and an executive management team. The organizational structure is designed to support its investment and risk management activities. As of 2024, Byron L. Boston is the Chief Executive Officer.
Top Products and Market Share
Key Offerings
- Agency Residential MBS: Invests in residential MBS guaranteed by GSEs such as Fannie Mae and Freddie Mac. Market share data is difficult to isolate specifically for DX; however, the entire MBS market is vast, with trillions of dollars outstanding, and many REITs compete for a piece of this market. Competitors include AGNC Investment Corp, Annaly Capital Management, and others. DX focuses on specific segments within the agency MBS space.
Market Dynamics
Industry Overview
The REIT industry is highly sensitive to interest rate movements and economic conditions. The agency MBS market is influenced by factors such as housing market trends, mortgage rates, and government policies.
Positioning
Dynex Capital positions itself as an experienced investor in agency MBS with a focus on risk management and generating attractive returns for shareholders.
Total Addressable Market (TAM)
The total addressable market for mortgage-backed securities is massive, estimated in the trillions of dollars. Dynex Capital's TAM is focused on agency MBS within that broader market and it focuses on specific areas of that market with its expertise.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on risk management
- Access to capital markets
- Expertise in agency MBS
Weaknesses
- High leverage
- Interest rate sensitivity
- Reliance on agency MBS market
- Relatively smaller market capitalization compared to competitors
Opportunities
- Expansion into new asset classes
- Increased demand for agency MBS
- Favorable interest rate environment
- Strategic acquisitions
Threats
- Rising interest rates
- Increased competition
- Changes in government regulations
- Economic downturn
Competitors and Market Share
Key Competitors
- AGNC (AGNC)
- Annaly Capital Management (NLY)
- Invesco Mortgage Capital Inc. (IVR)
Competitive Landscape
Dynex Capital competes with other REITs for investment opportunities in the agency MBS market. Its competitive advantages may include its expertise in risk management and its focus on specific segments of the market.
Growth Trajectory and Initiatives
Historical Growth: Dynex Capital's historical growth is influenced by market conditions and its investment strategies.
Future Projections: Future growth projections are subject to analyst estimates and market conditions.
Recent Initiatives: Recent initiatives may include adjustments to its investment portfolio and risk management strategies.
Summary
Dynex Capital is a REIT focusing on agency MBS, offering dividends but susceptible to interest rate risk. Its experienced management and risk focus are strengths, but high leverage poses a challenge. Future growth hinges on adapting to market changes. Overall, it's a moderate risk-reward investment option within the REIT landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news sources
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial professional. Market share data is estimated and may not be precise.
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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