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Dynex Capital, Inc.

Real Estate Updated August 11, 2026
$12.94
52W $11.83 – $14.93
61/100
$3.20B
4.9
0.94
AI Committee Verdict
Buy
61/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is DX Bullish or Bearish?

Bullish. Innellis AI committee rates Dynex Capital, Inc. (DX) Buy with a composite score of 61/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +13.96 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -6.04 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 136.4% yoy -- genuine top-line momentum. Risk Analyst remains cautious — high leverage (debt-to-equity 5.65) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 7.2 is inexpensive for the broad market — Value
  • Price-to-book of 0.8x is a discount to asset value — Value
  • ROE of 16.9% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 16.0% pays you to wait — Value
  • Revenue growing 136.4% YoY -- genuine top-line momentum — Growth
  • EPS growing 205.5% YoY — Growth
Bear Case
  • Debt-to-equity of 5.65 adds balance-sheet risk to the value case — Value
  • Price structure making lower highs and lower lows — Technical
  • Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical
  • High leverage (debt-to-equity 5.65) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.04 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
61/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 21%
of 78 Real Estate peers
Value Analyst bullish
68 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 7.2 is inexpensive for the broad market
− Debt-to-equity of 5.65 adds balance-sheet risk to the value case
Growth Analyst bullish
85 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 136.4% YoY -- genuine top-line momentum
Technical Analyst neutral
46 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 5.65) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
55.3
Neutral
MACD Histogram
0.013
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Mixed
Support
$12.57
Resistance
$13.04
Bollinger %B
0.53
Inside Bands
Price vs Moving Averages
EMA 9
$12.85 Above
EMA 21
$12.89 Above
EMA 50
$12.98 Below
EMA 200
$13.18 Below

Fundamental Analysis

Valuation
100
Profitability
71
Financial Health
0
Cash Flow
70
Valuation
P/E Ratio 4.9×
P/B Ratio 0.91×
PEG Ratio 0.02
Dividend Yield 15.78%
52W High $14.93
52W Low $11.83
Quality & Growth
ROE 1295.9%
ROA 184.0%
Gross Margin 7643.7%
Operating Margin 10180.3%
Revenue Growth YoY
Debt / Equity 7.13
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 4.9 (inexpensive relative to a 15-40x range); Price-to-book of 0.9x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 13.0%; Return on assets of 1.8%; Net margin of 49.2%; Gross margin of 76.4%; Current ratio of 0.03 (tight short-term liquidity); Debt-to-equity of 7.13; Free cash flow per share is positive (1.06); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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