NLY vs. SUI: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at NLY and SUI, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both NLY and SUI 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 | NLY | SUI |
|---|---|---|
| Company Name | Annaly Capital Management, Inc. | Sun Communities, Inc. |
| Country | United States | United States |
| GICS Sector | Financials | Real Estate |
| GICS Industry | Mortgage Real Estate Investment Trusts (REITs) | Residential REITs |
| Market Capitalization | 14.84 billion USD | 16.28 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 8, 1997 | December 9, 1993 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of NLY and SUI 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 | NLY | SUI |
|---|---|---|
| 5-Day Price Return | -2.27% | 0.75% |
| 13-Week Price Return | 4.12% | -0.74% |
| 26-Week Price Return | 10.09% | 2.03% |
| 52-Week Price Return | 9.75% | 0.74% |
| Month-to-Date Return | 1.56% | 0.17% |
| Year-to-Date Return | 17.49% | 3.13% |
| 10-Day Avg. Volume | 6.70M | 0.64M |
| 3-Month Avg. Volume | 7.12M | 0.92M |
| 3-Month Volatility | 19.06% | 19.09% |
| Beta | 1.32 | 0.90 |
Profitability
Return on Equity (TTM)
NLY
11.10%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 12.53%
- Q3
- 11.33%
- Median
- 9.57%
- Q1
- 6.28%
- Min
- 2.92%
NLY’s Return on Equity of 11.10% 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.
SUI
13.97%
Residential REITs Industry
- Max
- 15.13%
- Q3
- 9.79%
- Median
- 6.73%
- Q1
- 5.85%
- Min
- 0.65%
In the upper quartile for the Residential REITs industry, SUI’s Return on Equity of 13.97% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
Net Profit Margin (TTM)
NLY
23.35%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 41.53%
- Q3
- 27.90%
- Median
- 21.05%
- Q1
- 17.36%
- Min
- 6.94%
NLY’s Net Profit Margin of 23.35% 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.
SUI
40.51%
Residential REITs Industry
- Max
- 49.84%
- Q3
- 42.29%
- Median
- 25.23%
- Q1
- 17.15%
- Min
- -0.30%
In the Residential REITs industry, Net Profit Margin is often not the primary profitability metric.
Operating Profit Margin (TTM)
NLY
23.70%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 41.53%
- Q3
- 28.16%
- Median
- 22.03%
- Q1
- 12.85%
- Min
- 3.44%
NLY’s Operating Profit Margin of 23.70% 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.
SUI
-7.36%
Residential REITs Industry
- Max
- 56.43%
- Q3
- 48.20%
- Median
- 28.02%
- Q1
- 18.72%
- Min
- -7.36%
In the Residential REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | NLY | SUI |
|---|---|---|
| Return on Equity (TTM) | 11.10% | 13.97% |
| Return on Assets (TTM) | 1.34% | 6.94% |
| Net Profit Margin (TTM) | 23.35% | 40.51% |
| Operating Profit Margin (TTM) | 23.70% | -7.36% |
| Gross Profit Margin (TTM) | 26.70% | 51.83% |
Financial Strength
Current Ratio (MRQ)
NLY
0.04
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.03
- Q3
- 6.55
- Median
- 0.32
- Q1
- 0.05
- Min
- 0.02
For the Mortgage Real Estate Investment Trusts (REITs) industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
SUI
3.59
Residential REITs Industry
- Max
- 1.58
- Q3
- 0.72
- Median
- 0.19
- Q1
- 0.09
- Min
- 0.00
SUI’s Current Ratio of 3.59 is exceptionally high, placing it well outside the typical range for the Residential REITs industry. This indicates a very strong liquidity position, though such a high ratio may also suggest that the company is not using its assets efficiently to generate profits.
Debt-to-Equity Ratio (MRQ)
NLY
7.18
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 8.30
- Q3
- 6.30
- Median
- 4.05
- Q1
- 3.36
- Min
- 1.99
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Mortgage Real Estate Investment Trusts (REITs) industry.
SUI
0.59
Residential REITs Industry
- Max
- 1.64
- Q3
- 1.11
- Median
- 0.82
- Q1
- 0.68
- Min
- 0.28
Falling into the lower quartile for the Residential REITs industry, SUI’s Debt-to-Equity Ratio of 0.59 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
Interest Coverage Ratio (TTM)
NLY
--
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 37.97
- Q3
- 28.05
- Median
- 18.14
- Q1
- 8.23
- Min
- -1.69
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Mortgage Real Estate Investment Trusts (REITs) industry.
SUI
1.17
Residential REITs Industry
- Max
- 5.11
- Q3
- 4.01
- Median
- 2.53
- Q1
- 1.52
- Min
- 0.52
In the lower quartile for the Residential REITs industry, SUI’s Interest Coverage Ratio of 1.17 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.
Financial Strength at a Glance
| Symbol | NLY | SUI |
|---|---|---|
| Current Ratio (MRQ) | 0.04 | 3.59 |
| Quick Ratio (MRQ) | 0.04 | 3.24 |
| Debt-to-Equity Ratio (MRQ) | 7.18 | 0.59 |
| Interest Coverage Ratio (TTM) | -- | 1.17 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
NLY
11.91%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 13.97%
- Q3
- 12.42%
- Median
- 10.35%
- Q1
- 10.04%
- Min
- 9.71%
NLY’s Dividend Yield of 11.91% is consistent with its peers in the Mortgage Real Estate Investment Trusts (REITs) industry, providing a dividend return that is standard for its sector.
SUI
6.60%
Residential REITs Industry
- Max
- 5.50%
- Q3
- 4.61%
- Median
- 3.94%
- Q1
- 3.53%
- Min
- 2.40%
SUI’s Dividend Yield of 6.60% is exceptionally high, placing it well above the typical range for the Residential REITs industry. While this may seem attractive, an unusually high yield can sometimes be a warning sign, reflecting a falling stock price or market concerns about the dividend’s sustainability.
Dividend Payout Ratio (TTM)
NLY
117.72%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 225.54%
- Q3
- 174.46%
- Median
- 116.48%
- Q1
- 70.20%
- Min
- 51.79%
NLY’s Dividend Payout Ratio of 117.72% is within the typical range for the Mortgage Real Estate Investment Trusts (REITs) industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
SUI
60.88%
Residential REITs Industry
- Max
- 277.28%
- Q3
- 165.36%
- Median
- 103.47%
- Q1
- 84.26%
- Min
- 24.03%
SUI’s Dividend Payout Ratio of 60.88% is in the lower quartile for the Residential REITs industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
Dividend at a Glance
| Symbol | NLY | SUI |
|---|---|---|
| Dividend Yield (TTM) | 11.91% | 6.60% |
| Dividend Payout Ratio (TTM) | 117.72% | 60.88% |
Valuation
Price-to-Earnings Ratio (TTM)
NLY
9.89
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.86
- Q3
- 14.58
- Median
- 11.90
- Q1
- 9.63
- Min
- 6.95
The P/E Ratio is often not the primary metric for valuation in the Mortgage Real Estate Investment Trusts (REITs) industry.
SUI
15.26
Residential REITs Industry
- Max
- 53.82
- Q3
- 37.09
- Median
- 28.15
- Q1
- 19.50
- Min
- 7.75
The P/E Ratio is often not the primary metric for valuation in the Residential REITs industry.
Price-to-Sales Ratio (TTM)
NLY
2.31
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 4.48
- Q3
- 3.81
- Median
- 2.58
- Q1
- 1.86
- Min
- 1.24
NLY’s P/S Ratio of 2.31 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.
SUI
6.18
Residential REITs Industry
- Max
- 9.23
- Q3
- 8.35
- Median
- 6.96
- Q1
- 6.23
- Min
- 4.99
In the lower quartile for the Residential REITs industry, SUI’s P/S Ratio of 6.18 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
Price-to-Book Ratio (MRQ)
NLY
0.87
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 1.06
- Q3
- 0.94
- Median
- 0.88
- Q1
- 0.79
- Min
- 0.71
NLY’s P/B Ratio of 0.87 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.
SUI
2.23
Residential REITs Industry
- Max
- 3.77
- Q3
- 2.52
- Median
- 2.04
- Q1
- 1.46
- Min
- 0.68
SUI’s P/B Ratio of 2.23 is within the conventional range for the Residential 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 | NLY | SUI |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 9.89 | 15.26 |
| Price-to-Sales Ratio (TTM) | 2.31 | 6.18 |
| Price-to-Book Ratio (MRQ) | 0.87 | 2.23 |
| Price-to-Free Cash Flow Ratio (TTM) | 5.30 | 19.19 |