NLY vs. SPGI: Annaly Capital Management vs. S&P Global Stock Comparison

Company Profile

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

S&P Global (SPGI) 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 SPGI’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 S&P Global (SPGI) at 17.88% 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% keeps the most of each sales dollar — above its industry’s net margin range — and S&P Global (SPGI) at 30.60% also retains a top-quartile share.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of S&P Global (SPGI) at 48.21%, 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 S&P Global (SPGI) at 7.94%, which is closer to a typical peer reading.

Annaly Capital Management (NLY) at 80.25% sits in the top EPS growth quartile, while S&P Global (SPGI) at 18.70% 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: Annaly Capital Management (NLY) in Financial Services and S&P Global (SPGI) 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 S&P Global (SPGI) 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

S&P Global (SPGI) at 0.82% 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 S&P Global (SPGI) reports 22.06%, 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 S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.

Both look expensive on sales: S&P Global (SPGI) at 8.32 sits in the upper P/S ratio quartile, and Annaly Capital Management (NLY) at 10.62 prices even higher, above its industry range.

Annaly Capital Management (NLY) at 1.05 is valued about in line with its industry on P/B ratio, while S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.

Valuation Metrics