IX vs. NLY: ORIX vs. Annaly Capital Management Stock Comparison

Company Profile

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

ORIX (IX) trades as an ADR, while Annaly Capital Management (NLY) is a REIT — IX carries FX, depositary-fee, and withholding-tax nuances, and NLY is best read against FFO rather than standard earnings multiples.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Annaly Capital Management (NLY) is heavily traded at around 10.28M shares per day, whereas ORIX (IX) sees a more moderate 317.58K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both ORIX (IX) at 14.04% 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 ORIX (IX) at 17.94% keeps roughly the typical share for its industry.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of ORIX (IX) at 21.52%, which runs around its industry’s norm.

Profitability Metrics

Growth

Annaly Capital Management (NLY) at 87.29% clears its industry range for revenue growth, far stronger top-line momentum than ORIX (IX) at 18.57%, which is closer to a typical peer reading.

Annaly Capital Management (NLY) at 80.25% sits in the top EPS growth quartile, while ORIX (IX) at 30.03% 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: ORIX (IX) 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: ORIX (IX) 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 ORIX (IX) at 435.55% 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.

Annaly Capital Management (NLY) reports payout ratio above 100% at 201.39%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile ORIX (IX) reports 26.52%, ranking against industry peers normally.

Dividend Metrics

Valuation

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Annaly Capital Management (NLY) at 13.02 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

ORIX (IX) at 0.01 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 ORIX (IX) at 1.28 and Annaly Capital Management (NLY) at 1.05 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics