NLY vs. WPC: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at NLY and WPC, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Both NLY and WPC 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 | WPC |
|---|---|---|
| Company Name | Annaly Capital Management, Inc. | W. P. Carey Inc. |
| Country | United States | United States |
| GICS Sector | Financials | Real Estate |
| GICS Industry | Mortgage Real Estate Investment Trusts (REITs) | Diversified REITs |
| Market Capitalization | 13.57 billion USD | 14.42 billion USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 8, 1997 | January 21, 1998 |
| Security Type | REIT | REIT |
Historical Performance
This chart compares the performance of NLY and WPC 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 | WPC |
|---|---|---|
| 5-Day Price Return | 1.49% | 0.44% |
| 13-Week Price Return | 12.39% | 9.37% |
| 26-Week Price Return | -2.32% | 9.00% |
| 52-Week Price Return | 5.89% | 12.14% |
| Month-to-Date Return | 3.54% | 2.65% |
| Year-to-Date Return | 15.03% | 20.89% |
| 10-Day Avg. Volume | 6.28M | 1.18M |
| 3-Month Avg. Volume | 7.09M | 1.20M |
| 3-Month Volatility | 16.48% | 16.85% |
| Beta | 1.34 | 0.85 |
Profitability
Return on Equity (TTM)
NLY
5.68%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.10%
- Q3
- 8.57%
- Median
- 5.68%
- Q1
- 4.39%
- Min
- 3.80%
NLY’s Return on Equity of 5.68% 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.
WPC
4.00%
Diversified REITs Industry
- Max
- 6.83%
- Q3
- 6.09%
- Median
- 5.03%
- Q1
- 3.60%
- Min
- 1.04%
WPC’s Return on Equity of 4.00% is on par with the norm for the Diversified REITs industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
NLY
13.07%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.60%
- Q3
- 17.25%
- Median
- 14.85%
- Q1
- 12.08%
- Min
- 11.08%
NLY’s Net Profit Margin of 13.07% 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.
WPC
20.42%
Diversified REITs Industry
- Max
- 74.45%
- Q3
- 47.03%
- Median
- 29.55%
- Q1
- 5.81%
- Min
- -25.03%
In the Diversified REITs industry, Net Profit Margin is often not the primary profitability metric.
Operating Profit Margin (TTM)
NLY
13.59%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 19.58%
- Q3
- 19.03%
- Median
- 13.59%
- Q1
- 6.14%
- Min
- -4.62%
NLY’s Operating Profit Margin of 13.59% 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.
WPC
48.73%
Diversified REITs Industry
- Max
- 77.33%
- Q3
- 62.47%
- Median
- 45.87%
- Q1
- 21.58%
- Min
- 3.72%
In the Diversified REITs industry, Operating Profit Margin is often not the primary measure of operational efficiency.
Profitability at a Glance
| Symbol | NLY | WPC |
|---|---|---|
| Return on Equity (TTM) | 5.68% | 4.00% |
| Return on Assets (TTM) | 0.69% | 1.91% |
| Net Profit Margin (TTM) | 13.07% | 20.42% |
| Operating Profit Margin (TTM) | 13.59% | 48.73% |
| Gross Profit Margin (TTM) | 16.92% | 89.03% |
Financial Strength
Current Ratio (MRQ)
NLY
0.06
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 11.04
- Q3
- 7.72
- Median
- 0.46
- Q1
- 0.10
- Min
- 0.01
For the Mortgage Real Estate Investment Trusts (REITs) industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
WPC
0.29
Diversified REITs Industry
- Max
- 2.37
- Q3
- 1.58
- Median
- 0.64
- Q1
- 0.30
- Min
- 0.09
WPC’s Current Ratio of 0.29 falls into the lower quartile for the Diversified REITs industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio (MRQ)
NLY
7.16
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 8.75
- Q3
- 5.74
- Median
- 4.15
- Q1
- 3.08
- Min
- 1.97
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Mortgage Real Estate Investment Trusts (REITs) industry.
WPC
1.05
Diversified REITs Industry
- Max
- 1.15
- Q3
- 0.88
- Median
- 0.69
- Q1
- 0.55
- Min
- 0.18
WPC’s leverage is in the upper quartile of the Diversified REITs industry, with a Debt-to-Equity Ratio of 1.05. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
Interest Coverage Ratio (TTM)
NLY
--
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Mortgage Real Estate Investment Trusts (REITs) industry.
WPC
3.30
Diversified REITs Industry
- Max
- 11.29
- Q3
- 5.53
- Median
- 2.13
- Q1
- 1.00
- Min
- 0.40
WPC’s Interest Coverage Ratio of 3.30 is positioned comfortably within the norm for the Diversified REITs industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | NLY | WPC |
|---|---|---|
| Current Ratio (MRQ) | 0.06 | 0.29 |
| Quick Ratio (MRQ) | 0.06 | 0.29 |
| Debt-to-Equity Ratio (MRQ) | 7.16 | 1.05 |
| Interest Coverage Ratio (TTM) | -- | 3.30 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
NLY
12.32%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 17.47%
- Q3
- 12.78%
- Median
- 11.37%
- Q1
- 8.85%
- Min
- 6.08%
NLY’s Dividend Yield of 12.32% is consistent with its peers in the Mortgage Real Estate Investment Trusts (REITs) industry, providing a dividend return that is standard for its sector.
WPC
5.36%
Diversified REITs Industry
- Max
- 7.62%
- Q3
- 6.47%
- Median
- 5.27%
- Q1
- 4.51%
- Min
- 2.20%
WPC’s Dividend Yield of 5.36% is consistent with its peers in the Diversified REITs industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
NLY
224.87%
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 218.61%
- Q3
- 198.43%
- Median
- 175.73%
- Q1
- 125.71%
- Min
- 53.82%
At 224.87%, NLY’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Mortgage Real Estate Investment Trusts (REITs) industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.
WPC
230.94%
Diversified REITs Industry
- Max
- 227.63%
- Q3
- 177.91%
- Median
- 95.61%
- Q1
- 65.09%
- Min
- 49.88%
At 230.94%, WPC’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Diversified REITs industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.
Dividend at a Glance
| Symbol | NLY | WPC |
|---|---|---|
| Dividend Yield (TTM) | 12.32% | 5.36% |
| Dividend Payout Ratio (TTM) | 224.87% | 230.94% |
Valuation
Price-to-Earnings Ratio (TTM)
NLY
18.25
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 26.29
- Q3
- 21.76
- Median
- 14.96
- Q1
- 10.32
- Min
- 9.23
The P/E Ratio is often not the primary metric for valuation in the Mortgage Real Estate Investment Trusts (REITs) industry.
WPC
43.10
Diversified REITs Industry
- Max
- 33.15
- Q3
- 27.78
- Median
- 21.77
- Q1
- 11.55
- Min
- 10.44
The P/E Ratio is often not the primary metric for valuation in the Diversified REITs industry.
Price-to-Sales Ratio (TTM)
NLY
2.38
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 3.93
- Q3
- 3.42
- Median
- 2.26
- Q1
- 1.84
- Min
- 1.37
NLY’s P/S Ratio of 2.38 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.
WPC
8.80
Diversified REITs Industry
- Max
- 13.25
- Q3
- 9.09
- Median
- 7.48
- Q1
- 4.24
- Min
- 1.63
WPC’s P/S Ratio of 8.80 aligns with the market consensus for the Diversified REITs industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
NLY
0.85
Mortgage Real Estate Investment Trusts (REITs) Industry
- Max
- 1.04
- Q3
- 0.99
- Median
- 0.91
- Q1
- 0.81
- Min
- 0.74
NLY’s P/B Ratio of 0.85 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.
WPC
1.66
Diversified REITs Industry
- Max
- 1.65
- Q3
- 1.09
- Median
- 0.76
- Q1
- 0.65
- Min
- 0.49
At 1.66, WPC’s P/B Ratio is at an extreme premium to the Diversified REITs industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
Valuation at a Glance
| Symbol | NLY | WPC |
|---|---|---|
| Price-to-Earnings Ratio (TTM) | 18.25 | 43.10 |
| Price-to-Sales Ratio (TTM) | 2.38 | 8.80 |
| Price-to-Book Ratio (MRQ) | 0.85 | 1.66 |
| Price-to-Free Cash Flow Ratio (TTM) | 4.78 | 68.89 |