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

Company Profile

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

UBS (UBS) 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 UBS’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

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

Annaly Capital Management (NLY) at 80.27% converts revenue to bottom-line profit above its industry’s benchmark range, while UBS (UBS) at 18.18% keeps roughly the typical share for its industry.

Annaly Capital Management (NLY) at 107.33% operates in the top operating margin quartile, ahead of UBS (UBS) at 27.10%, 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 UBS (UBS) at 4.30%, which is closer to a typical peer reading.

Both Annaly Capital Management (NLY) at 80.25% and UBS (UBS) at 55.26% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Growth Metrics

Financial Strength

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

UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Annaly Capital Management (NLY) reports a yield of 15.38%, ranking against industry peers normally.

Annaly Capital Management (NLY) reports payout ratio above 100% at 201.39%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile UBS (UBS) reports 36.30%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both Annaly Capital Management (NLY) at 13.02 and UBS (UBS) at 15.77 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

UBS (UBS) at 2.71 prices around its industry’s typical P/S ratio, while Annaly Capital Management (NLY) at 10.62 clears its benchmark range — NLY looks notably rich on sales.

On P/B ratio, both Annaly Capital Management (NLY) at 1.05 and UBS (UBS) at 1.64 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics