LPLA vs. NLY: LPL Financial vs. Annaly Capital Management Stock Comparison

Company Profile

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

LPL Financial (LPLA) 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 LPLA’s 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 LPL Financial (LPLA) sees a more moderate 855.76K — 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

LPL Financial (LPLA) at 25.66% sits in the top ROE quartile, while Annaly Capital Management (NLY) at 7.35% is closer to the peer norm — stronger capital efficiency for LPLA.

Annaly Capital Management (NLY) at 80.27% converts revenue to bottom-line profit above its industry’s benchmark range, while LPL Financial (LPLA) at 6.97% keeps roughly the typical share for its industry.

Annaly Capital Management (NLY) at 107.33% carries a top-quartile operating margin, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.

Profitability Metrics

Growth

Both companies are growing quickly, but Annaly Capital Management (NLY) at 87.29% is the standout with revenue growth above its industry range; LPL Financial (LPLA) at 37.18% also sits in the top quartile.

Annaly Capital Management (NLY) at 80.25% sits in the top EPS growth quartile, while LPL Financial (LPLA) at -22.17% 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: LPL Financial (LPLA) 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: LPL Financial (LPLA) 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

LPL Financial (LPLA) at 0.40% 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 LPL Financial (LPLA) reports 6.88%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both LPL Financial (LPLA) at 16.93 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.

LPL Financial (LPLA) at 1.15 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.

Annaly Capital Management (NLY) at 1.05 is valued about in line with its industry on P/B ratio, while LPL Financial (LPLA) at 3.98 carries an above-peer premium to book — LPLA is pricier on assets.

Valuation Metrics