NLY vs. OWL: Annaly Capital Management vs. Blue Owl Capital Stock Comparison

Company Profile

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

Annaly Capital Management (NLY) has more than two decades of public-market history since October 8, 1997, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.

Blue Owl Capital (OWL) 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 OWL’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

Both Annaly Capital Management (NLY) at 7.35% and Blue Owl Capital (OWL) at 6.41% 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% retains an above-range share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% keeps a bottom-quartile share — a wide gap in how much each sales dollar survives to the bottom line.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of Blue Owl Capital (OWL) at 31.15%, 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 Blue Owl Capital (OWL) at 25.04%, which is closer to a typical peer reading.

Annaly Capital Management (NLY) at 80.25% sits in the top EPS growth quartile, while Blue Owl Capital (OWL) at -50.00% is in the bottom quartile, showing a clear gap in earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Annaly Capital Management (NLY) in Financial Services and Blue Owl Capital (OWL) 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: Annaly Capital Management (NLY) in Financial Services and Blue Owl Capital (OWL) 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

Blue Owl Capital (OWL) at 9.66% earns its spot in the top quartile of its industry’s yields; Annaly Capital Management (NLY) at 15.38% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

Both Annaly Capital Management (NLY) at 201.39% and Blue Owl Capital (OWL) at 650.00% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.

Dividend Metrics

Valuation

Annaly Capital Management (NLY) at 13.02 is near its industry’s usual P/E ratio, while Blue Owl Capital (OWL) at 70.14 sits above its peer range — an unusually expensive price for OWL’s trailing earnings.

Both look expensive on sales: Blue Owl Capital (OWL) at 5.04 sits in the upper P/S ratio quartile, and Annaly Capital Management (NLY) at 10.62 prices even higher, above its industry range.

On P/B ratio, both Annaly Capital Management (NLY) at 1.05 and Blue Owl Capital (OWL) at 3.54 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics