BXMT vs NLY
BXMT: A REIT that originates and manages senior commercial mortgage loans across North America, Europe, and Australia, leveraging Blackstone's $319+ billion real estate platform for underwriting and portfolio management. NLY: Annaly Capital Management is a leading diversified mortgage REIT focused on generating reliable returns through a portfolio of Agency mortgage-backed securities, residential mortgage loans, and mortgage servicing rights.
Side-by-side fundamentals
| Metric | BXMT | NLY | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $16.70 | $22.42 | |
| Market cap as of 2026-07-23 | $2.8B | $16.4B | |
| P/E as of 2026-07-23 | 27.16 | 5.56 | NLY lower |
| PEG as of 2026-07-23 | n/a | 4.17 | |
| Net margin as of 2026-07-23 | +6.7% | +35.0% | NLY higher |
| Gross margin as of 2026-07-23 | +33.5% | +37.8% | NLY higher |
| Operating margin as of 2026-07-23 | +6.9% | +35.2% | NLY higher |
| ROE as of 2026-07-23 | +2.9% | +18.4% | NLY higher |
| ROA as of 2026-07-23 | +0.5% | +2.2% | NLY higher |
| Debt / equity as of 2026-07-23 | 4.66 | 7.38 | BXMT lower |
| Revenue growth (YoY) as of 2026-07-23 | -6.7% | +50.9% | NLY higher |
| Dividend yield as of 2026-07-23 | +11.2% | +13.4% | NLY higher |
| Dividend streak (yrs) SEC XBRL | 1 | 3 | NLY higher |
| Beta as of 2026-07-23 | 0.96 | 1.26 | |
| 1-year return as of 2026-07-22 close | -12.6% | +9.9% | NLY higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.