IBKR vs. NLY: Interactive Brokers vs. Annaly Capital Management Stock Comparison

Company Profile

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

Interactive Brokers (IBKR) 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 IBKR’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

Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Annaly Capital Management (NLY) at 7.35% is closer to the peer norm — stronger capital efficiency for IBKR.

Annaly Capital Management (NLY) at 80.27% converts revenue to bottom-line profit above its industry’s benchmark range, while Interactive Brokers (IBKR) at 16.68% keeps roughly the typical share for its industry.

Both Interactive Brokers (IBKR) at 77.70% 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

Annaly Capital Management (NLY) at 87.29% clears its industry range for revenue growth, far stronger top-line momentum than Interactive Brokers (IBKR) at 9.73%, which is closer to a typical peer reading.

Annaly Capital Management (NLY) at 80.25% sits in the top EPS growth quartile, while Interactive Brokers (IBKR) at 28.14% is closer to the peer norm — faster per-share earnings growth for NLY.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Interactive Brokers (IBKR) 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: Interactive Brokers (IBKR) 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

Interactive Brokers (IBKR) at 0.46% 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 Interactive Brokers (IBKR) reports 12.79%, 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 Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR needs stronger growth or earnings quality to justify the premium.

Investors are paying well above the peer range per dollar of sales for both Interactive Brokers (IBKR) at 18.30 and Annaly Capital Management (NLY) at 10.62 — each P/S ratio clears its industry’s benchmark range.

Annaly Capital Management (NLY) at 1.05 is valued about in line with its industry on P/B ratio, while Interactive Brokers (IBKR) at 5.53 carries an above-peer premium to book — IBKR is pricier on assets.

Valuation Metrics