BXMT vs NLY
BXMT: Blackstone Mortgage Trust is a commercial real estate finance company specializing in originating senior loans backed by institutional-quality properties. NLY: Annaly Capital Management is a leading mortgage REIT focused on generating consistent risk-adjusted returns through a diversified portfolio of Agency mortgage-backed securities, residential credit, and mortgage servicing rights.
Side-by-side fundamentals
| Metric | BXMT | NLY | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $11.21 | $18.27 | |
| Market cap | $1.9B | $13.8B | |
| P/E as of 2026-10-08 | 129.75 | 4.33 | NLY lower |
| ROE FY2025, SEC XBRL | +3.1% | +12.6% | NLY higher |
| ROA FY2025, SEC XBRL | +0.5% | +1.5% | NLY higher |
| Debt / equity as of 2026-09-03 | 4.85 | 7.38 | BXMT lower |
| Revenue growth (YoY) as of 2026-09-03 | -3.5% | +50.9% | NLY higher |
| Dividend yield as of 2026-09-03 | +14.2% | +14.3% | NLY higher |
| Dividend streak (yrs) SEC XBRL | 1 | 3 | NLY higher |
| Beta as of 2026-09-03 | 0.68 | 0.66 | |
| 1-year return as of 2026-10-08 close | -39.1% | -12.8% | NLY higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.