BN vs. NLY: Brookfield vs. Annaly Capital Management Stock Comparison

Company Profile

Brookfield (BN) and Annaly Capital Management (NLY) both fall under the Financial Services industry group, but BN is classified in Capital Markets while NLY is classified in Mortgage Real Estate Investment Trusts (REITs).

Brookfield (BN) is an ordinary operating company, while Annaly Capital Management (NLY) is a REIT — read its payout ratio and P/E alongside FFO (funds from operations) rather than comparing them directly to BN’s multiples.

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 Brookfield (BN) at 2.26% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

Annaly Capital Management (NLY) at 80.27% retains an above-range share of revenue as profit, while Brookfield (BN) at 1.77% keeps a bottom-quartile share — a wide gap in how much each sales dollar survives to the bottom line.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of Brookfield (BN) at 25.67%, which runs around its industry’s norm.

Profitability Metrics

Growth

Annaly Capital Management (NLY) at 87.29% delivers above-range revenue growth, while Brookfield (BN) at -12.68% falls into the bottom quartile — a wide split in revenue momentum.

Both Brookfield (BN) at 137.06% 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: Brookfield (BN) 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: Brookfield (BN) 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

Brookfield (BN) at 0.62% pays an industry-typical yield; Annaly Capital Management (NLY) at 15.38% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

Annaly Capital Management (NLY) reports payout ratio above 100% at 201.39%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Brookfield (BN) reports 48.15%, ranking against industry peers normally.

Dividend Metrics

Valuation

Annaly Capital Management (NLY) at 13.02 is near its industry’s usual P/E ratio, while Brookfield (BN) at 76.63 sits above its peer range — an unusually expensive price for BN’s trailing earnings.

Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while Annaly Capital Management (NLY) at 10.62 prices above its industry range — a wide gap in sales valuation between them.

On P/B ratio, both Brookfield (BN) at 2.18 and Annaly Capital Management (NLY) at 1.05 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics