NLY vs STWD
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. STWD: A large, diversified real estate investment trust that combines commercial and residential lending, real estate property ownership, and mortgage servicing into a single platform.
Side-by-side fundamentals
| Metric | NLY | STWD | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $18.27 | $12.75 | |
| Market cap | $13.8B | $4.7B | |
| P/E as of 2026-10-08 | 4.33 | 12.86 | NLY lower |
| Net margin FY2025, SEC XBRL | n/a | +22.3% | |
| ROE FY2025, SEC XBRL | +12.6% | +5.8% | NLY higher |
| ROA FY2025, SEC XBRL | +1.5% | +0.7% | NLY higher |
| Debt / equity as of 2026-09-03 | 7.38 | 3.47 | STWD lower |
| Revenue growth (YoY) as of 2026-09-03 | +50.9% | +5.9% | NLY higher |
| Revenue CAGR (3y) SEC XBRL | n/a | +8.0% | |
| Dividend yield as of 2026-09-03 | +14.3% | +12.9% | NLY higher |
| Dividend streak (yrs) SEC XBRL | 3 | 8 | STWD higher |
| Beta as of 2026-09-03 | 0.66 | 0.60 | |
| 1-year return as of 2026-10-08 close | -12.8% | -32.1% | 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.