AGNC vs. NLY: AGNC Investment vs. Annaly Capital Management Stock Comparison

Company Profile

AGNC Investment (AGNC) and Annaly Capital Management (NLY) are both classified in the Mortgage REITs sub-industry within the broader Mortgage Real Estate Investment Trusts (REITs) industry, placing them in the closest GICS peer bucket.

Both AGNC Investment (AGNC) and Annaly Capital Management (NLY) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Annaly Capital Management (NLY) at 7.35% is around its peer norm for ROE, while AGNC Investment (AGNC) at 0.90% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

Annaly Capital Management (NLY) at 80.27% keeps the most of each sales dollar — above its industry’s net margin range — and AGNC Investment (AGNC) at 43.64% also retains a top-quartile share.

Both AGNC Investment (AGNC) at 102.11% and Annaly Capital Management (NLY) at 107.33% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

Profitability Metrics

Growth

Both AGNC Investment (AGNC) at 84.69% and Annaly Capital Management (NLY) at 87.29% are expanding revenue faster than their entire industry benchmark ranges for revenue growth — exceptional top-line momentum on both sides, though growth that far above the peer range is worth checking for one-off boosts such as acquisitions.

Both AGNC Investment (AGNC) at 58.06% and Annaly Capital Management (NLY) at 80.25% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: AGNC Investment (AGNC) in Financial Services and Annaly Capital Management (NLY) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: AGNC Investment (AGNC) in Financial Services and Annaly Capital Management (NLY) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Both AGNC Investment (AGNC) at 16.33% and Annaly Capital Management (NLY) at 15.38% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.

Both AGNC Investment (AGNC) at 7,200.00% and Annaly Capital Management (NLY) at 201.39% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.

Dividend Metrics

Valuation

Annaly Capital Management (NLY) at 13.02 is near its industry’s usual P/E ratio, while AGNC Investment (AGNC) at 439.00 sits above its peer range — an unusually expensive price for AGNC’s trailing earnings.

Investors are paying well above the peer range per dollar of sales for both AGNC Investment (AGNC) at 47.39 and Annaly Capital Management (NLY) at 10.62 — each P/S ratio clears its industry’s benchmark range.

On P/B ratio, both AGNC Investment (AGNC) at 1.15 and Annaly Capital Management (NLY) at 1.05 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics