BRK.B vs. NLY: Berkshire Hathaway vs. Annaly Capital Management Stock Comparison

Company Profile

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

Berkshire Hathaway (BRK.B) 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 BRK.B’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

Both Berkshire Hathaway (BRK.B) at 12.12% and Annaly Capital Management (NLY) at 7.35% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Annaly Capital Management (NLY) at 80.27% converts revenue to bottom-line profit above its industry’s benchmark range, while Berkshire Hathaway (BRK.B) at 22.30% keeps roughly the typical share for its industry.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of Berkshire Hathaway (BRK.B) at 32.56%, which runs around its industry’s norm.

Profitability Metrics

Growth

Annaly Capital Management (NLY) at 87.29% delivers above-range revenue growth, while Berkshire Hathaway (BRK.B) at -3.23% falls into the bottom quartile — a wide split in revenue momentum.

Annaly Capital Management (NLY) at 80.25% sits in the top EPS growth quartile, while Berkshire Hathaway (BRK.B) at -24.78% is in the bottom quartile, showing a clear gap in earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.B) 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: Berkshire Hathaway (BRK.B) 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

Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Annaly Capital Management (NLY) reports a yield of 15.38%, ranking against industry peers normally.

Annaly Capital Management (NLY) reports payout ratio above 100% at 201.39%, meaning dividends exceeded current-period earnings; Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%).

Dividend Metrics

Valuation

Both Berkshire Hathaway (BRK.B) at 14.36 and Annaly Capital Management (NLY) at 13.02 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

Berkshire Hathaway (BRK.B) at 3.18 prices around its industry’s typical P/S ratio, while Annaly Capital Management (NLY) at 10.62 clears its benchmark range — NLY looks notably rich on sales.

Berkshire Hathaway (BRK.B) at 0.00 sits in the lower P/B ratio quartile against book while Annaly Capital Management (NLY) at 1.05 is valued near its industry’s middle — BRK.B is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics