KIM vs. NLY: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at KIM and NLY, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both KIM and NLY are Real Estate Investment Trusts (REITs). These entities are required to distribute the majority of their taxable income to shareholders, often resulting in higher dividend yields.
| Symbol | KIM | NLY |
|---|---|---|
| Company Name | Kimco Realty Corporation | Annaly Capital Management, Inc. |
| Country | United States | United States |
| GICS Sector | Real Estate | Financials |
| GICS Industry | Retail REITs | Mortgage Real Estate Investment Trusts (REITs) |
| Market Capitalization | 15.03 billion USD | 13.57 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 22, 1991 | October 8, 1997 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of KIM and NLY by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
| Symbol | KIM | NLY |
|---|---|---|
| 5-Day Price Return | 5.16% | 2.32% |
| 13-Week Price Return | 7.71% | 12.51% |
| 26-Week Price Return | 2.87% | -1.31% |
| 52-Week Price Return | -2.63% | 5.33% |
| Month-to-Date Return | 4.57% | 3.94% |
| Year-to-Date Return | -5.25% | 15.46% |
| 10-Day Avg. Volume | 3.27M | 6.26M |
| 3-Month Avg. Volume | 4.46M | 7.12M |
| 3-Month Volatility | 20.88% | 18.98% |
| Beta | 1.35 | 1.34 |
Profitability
Return on Equity (TTM)
KIM
5.66%
Retail REITs Industry
- Max
- 15.84%
- Q3
- 10.01%
- Median
- 5.58%
- Q1
- 2.80%
- Min
- -2.65%
KIM’s Return on Equity of 5.66% is on par with the norm for the Retail REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.
NLY
5.68%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.10%
- Q3
- 8.57%
- Median
- 5.68%
- Q1
- 4.39%
- Min
- 3.80%
NLY’s Return on Equity of 5.68% is on par with the norm for the Mortgage Real Estate Investment Trusts (REITs) industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
KIM
28.54%
Retail REITs Industry
- Max
- 72.99%
- Q3
- 48.25%
- Median
- 27.21%
- Q1
- 13.68%
- Min
- -25.48%
In the Retail REITs industry, Net Profit Margin is often not the primary profitability metric.
NLY
13.07%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.60%
- Q3
- 17.25%
- Median
- 14.85%
- Q1
- 12.08%
- Min
- 11.08%
NLY’s Net Profit Margin of 13.07% is aligned with the median group of its peers in the Mortgage Real Estate Investment Trusts (REITs) industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
KIM
32.62%
Retail REITs Industry
- Max
- 102.11%
- Q3
- 53.88%
- Median
- 35.05%
- Q1
- 20.90%
- Min
- -8.87%
In the Retail REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
NLY
13.59%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 19.58%
- Q3
- 19.03%
- Median
- 13.59%
- Q1
- 6.14%
- Min
- -4.62%
NLY’s Operating Profit Margin of 13.59% is around the midpoint for the Mortgage Real Estate Investment Trusts (REITs) industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | KIM | NLY |
|---|---|---|
| Return on Equity (TTM) | 5.66% | 5.68% |
| Return on Assets (TTM) | 2.99% | 0.69% |
| Net Profit Margin (TTM) | 28.54% | 13.07% |
| Operating Profit Margin (TTM) | 32.62% | 13.59% |
| Gross Profit Margin (TTM) | 68.89% | 16.92% |
Financial Strength
Current Ratio (MRQ)
KIM
1.47
Retail REITs Industry
- Max
- 1.54
- Q3
- 0.87
- Median
- 0.60
- Q1
- 0.39
- Min
- 0.04
KIM’s Current Ratio of 1.47 is in the upper quartile for the Retail REITs industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.
NLY
0.06
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.04
- Q3
- 7.72
- Median
- 0.46
- Q1
- 0.10
- Min
- 0.01
For the Mortgage Real Estate Investment Trusts (REITs) industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
KIM
0.78
Retail REITs Industry
- Max
- 1.96
- Q3
- 1.36
- Median
- 0.93
- Q1
- 0.64
- Min
- 0.28
KIM’s Debt-to-Equity Ratio of 0.78 is typical for the Retail REITs industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
NLY
7.16
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 8.75
- Q3
- 5.74
- Median
- 4.15
- Q1
- 3.08
- Min
- 1.97
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Mortgage Real Estate Investment Trusts (REITs) industry.
Interest Coverage Ratio (TTM)
KIM
2.05
Retail REITs Industry
- Max
- 4.31
- Q3
- 3.35
- Median
- 2.33
- Q1
- 1.37
- Min
- 0.52
KIM’s Interest Coverage Ratio of 2.05 is positioned comfortably within the norm for the Retail REITs industry, indicating a standard and healthy capacity to cover its interest payments.
NLY
--
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Mortgage Real Estate Investment Trusts (REITs) industry.
Financial Strength at a Glance
| Symbol | KIM | NLY |
|---|---|---|
| Current Ratio (MRQ) | 1.47 | 0.06 |
| Quick Ratio (MRQ) | 1.47 | 0.06 |
| Debt-to-Equity Ratio (MRQ) | 0.78 | 7.16 |
| Interest Coverage Ratio (TTM) | 2.05 | -- |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
KIM
4.78%
Retail REITs Industry
- Max
- 6.40%
- Q3
- 4.96%
- Median
- 4.61%
- Q1
- 3.75%
- Min
- 2.91%
KIM’s Dividend Yield of 4.78% is consistent with its peers in the Retail REITs industry, providing a dividend return that is standard for its sector.
NLY
12.32%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.47%
- Q3
- 12.78%
- Median
- 11.37%
- Q1
- 8.85%
- Min
- 6.08%
NLY’s Dividend Yield of 12.32% is consistent with its peers in the Mortgage Real Estate Investment Trusts (REITs) industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
KIM
117.45%
Retail REITs Industry
- Max
- 233.72%
- Q3
- 148.83%
- Median
- 90.03%
- Q1
- 67.83%
- Min
- 12.86%
KIM’s Dividend Payout Ratio of 117.45% is within the typical range for the Retail REITs industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
NLY
224.87%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 218.61%
- Q3
- 198.43%
- Median
- 175.73%
- Q1
- 125.71%
- Min
- 53.82%
At 224.87%, NLY’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Mortgage Real Estate Investment Trusts (REITs) industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.
Dividend at a Glance
| Symbol | KIM | NLY |
|---|---|---|
| Dividend Yield (TTM) | 4.78% | 12.32% |
| Dividend Payout Ratio (TTM) | 117.45% | 224.87% |
Valuation
Price-to-Earnings Ratio (TTM)
KIM
24.58
Retail REITs Industry
- Max
- 69.12
- Q3
- 38.21
- Median
- 21.85
- Q1
- 15.96
- Min
- 6.82
The P/E Ratio is often not the primary metric for valuation in the Retail REITs industry.
NLY
18.25
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 26.29
- Q3
- 21.76
- Median
- 14.96
- Q1
- 10.32
- Min
- 9.23
The P/E Ratio is often not the primary metric for valuation in the Mortgage Real Estate Investment Trusts (REITs) industry.
Price-to-Sales Ratio (TTM)
KIM
7.02
Retail REITs Industry
- Max
- 13.84
- Q3
- 9.05
- Median
- 7.00
- Q1
- 5.56
- Min
- 2.93
KIM’s P/S Ratio of 7.02 aligns with the market consensus for the Retail REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
NLY
2.38
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 3.93
- Q3
- 3.42
- Median
- 2.26
- Q1
- 1.84
- Min
- 1.37
NLY’s P/S Ratio of 2.38 aligns with the market consensus for the Mortgage Real Estate Investment Trusts (REITs) industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
KIM
1.35
Retail REITs Industry
- Max
- 2.75
- Q3
- 1.73
- Median
- 1.08
- Q1
- 0.87
- Min
- 0.48
KIM’s P/B Ratio of 1.35 is within the conventional range for the Retail REITs industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
NLY
0.85
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 1.04
- Q3
- 0.99
- Median
- 0.91
- Q1
- 0.81
- Min
- 0.74
NLY’s P/B Ratio of 0.85 is within the conventional range for the Mortgage Real Estate Investment Trusts (REITs) industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | KIM | NLY |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 24.58 | 18.25 |
| Price-to-Sales Ratio (TTM) | 7.02 | 2.38 |
| Price-to-Book Ratio (MRQ) | 1.35 | 0.85 |
| Price-to-Free Cash Flow Ratio (TTM) | 30.25 | 4.78 |