MSCI vs. NLY: MSCI vs. Annaly Capital Management Stock Comparison

Company Profile

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

MSCI (MSCI) 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 MSCI’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 MSCI (MSCI) sees a more moderate 590.34K — 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

Capital efficiency shows on one side only: Annaly Capital Management (NLY) earns 7.35% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

Annaly Capital Management (NLY) at 80.27% keeps the most of each sales dollar — above its industry’s net margin range — and MSCI (MSCI) at 40.31% also retains a top-quartile share.

Both MSCI (MSCI) at 56.41% 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 MSCI (MSCI) at 9.75%, which is closer to a typical peer reading.

Annaly Capital Management (NLY) at 80.25% sits in the top EPS growth quartile, while MSCI (MSCI) at 11.67% 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: MSCI (MSCI) 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: MSCI (MSCI) 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

MSCI (MSCI) at 1.21% 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 MSCI (MSCI) reports 42.04%, 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 MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI needs stronger growth or earnings quality to justify the premium.

Investors are paying well above the peer range per dollar of sales for both MSCI (MSCI) at 13.58 and Annaly Capital Management (NLY) at 10.62 — each P/S ratio clears its industry’s benchmark range.

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Annaly Capital Management (NLY) reports 1.05, ranking against industry peers normally.

Valuation Metrics