Annaly Capital Management Stock Performance
| NLY Stock | USD 18.34 0.75 4.26% |
The firm shows a Beta (market volatility) of -0.22, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Annaly Capital are expected to decrease at a much lower rate. During the bear market, Annaly Capital is likely to outperform the market. At this point, Annaly Capital Management has a negative expected return of -0.0107%. Please make sure to confirm Annaly Capital's total risk alpha, kurtosis, as well as the relationship between the Kurtosis and price action indicator , to decide if Annaly Capital Management performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Annaly Capital Management has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong essential indicators, Annaly Capital is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 4.26 | Five Day Return 3.91 | Year To Date Return (0.22) | Ten Year Return (55.36) | All Time Return (63.68) |
Forward Dividend Yield 0.1564 | Payout Ratio | Last Split Factor 1:4 | Forward Dividend Rate 2.8 | Dividend Date 2025-04-30 |
| Annaly Capital dividend paid on 31st of January 2025 | 01/31/2025 |
1 | Annaly Capital Management, Inc. Receives 21.44 Average PT from Analysts | 02/25/2025 |
2 | Annaly Capital Management Outpaces Stock Market Gains What You Should Know | 03/12/2025 |
3 | Annaly Capital Management Stock Declines While Market Improves Some Information for Investors | 03/24/2025 |
4 | Is Annaly Capital Management Outperforming Other Finance Stocks This Year | 04/04/2025 |
5 | Is AGNC Investment Worth Buying Now for Its 16.04 percent Dividend Yield | 04/07/2025 |
6 | Annaly Capital Management, Inc. Announces Dates of First Quarter 2025 Financial Results and ... | 04/09/2025 |
7 | SA analyst downgrades JBLU, CB, NLY | 04/10/2025 |
8 | Annaly Capital Management, Inc. Receives Average Recommendation of Moderate Buy from Brokerages | 04/14/2025 |
9 | Annaly Capital Target Price Cut by JPMorgan Amid Macro Uncertainty NLY Stock News | 04/16/2025 |
10 | Looking for Stocks with Positive Earnings Momentum Check Out These 2 Finance Names | 04/21/2025 |
| Begin Period Cash Flow | 1.4 B |
Annaly Capital Relative Risk vs. Return Landscape
If you would invest 1,869 in Annaly Capital Management on January 23, 2025 and sell it today you would lose (35.00) from holding Annaly Capital Management or give up 1.87% of portfolio value over 90 days. Annaly Capital Management is generating negative expected returns assuming volatility of 1.9926% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than Annaly, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Annaly Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Annaly Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Annaly Capital Management, and traders can use it to determine the average amount a Annaly Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0054
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NLY |
Estimated Market Risk
| 1.99 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Annaly Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Annaly Capital by adding Annaly Capital to a well-diversified portfolio.
Annaly Capital Fundamentals Growth
Annaly Stock prices reflect investors' perceptions of the future prospects and financial health of Annaly Capital, and Annaly Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Annaly Stock performance.
| Return On Equity | 0.0842 | ||||
| Return On Asset | 0.0103 | ||||
| Profit Margin | 0.80 % | ||||
| Operating Margin | 0.90 % | ||||
| Current Valuation | 101.16 B | ||||
| Shares Outstanding | 597.56 M | ||||
| Price To Earning | 2.82 X | ||||
| Price To Book | 0.95 X | ||||
| Price To Sales | 8.42 X | ||||
| Revenue | 1.2 B | ||||
| Gross Profit | 1.2 B | ||||
| EBITDA | (1.6 B) | ||||
| Net Income | 1.01 B | ||||
| Cash And Equivalents | 1.58 B | ||||
| Cash Per Share | 4.80 X | ||||
| Total Debt | 21.45 B | ||||
| Debt To Equity | 5.82 % | ||||
| Current Ratio | 0.25 X | ||||
| Book Value Per Share | 19.14 X | ||||
| Cash Flow From Operations | 3.31 B | ||||
| Earnings Per Share | 1.62 X | ||||
| Market Capitalization | 10.51 B | ||||
| Total Asset | 103.56 B | ||||
| Retained Earnings | (13.17 B) | ||||
About Annaly Capital Performance
Evaluating Annaly Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Annaly Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Annaly Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -5.5 K | -5.8 K | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | (0.06) | (0.06) | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.08 | 0.09 |
Things to note about Annaly Capital Management performance evaluation
Checking the ongoing alerts about Annaly Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Annaly Capital Management help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Annaly Capital generated a negative expected return over the last 90 days | |
| Annaly Capital Management has 21.45 B in debt with debt to equity (D/E) ratio of 5.82, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Annaly Capital Management has a current ratio of 0.25, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Annaly to invest in growth at high rates of return. | |
| About 59.0% of Annaly Capital shares are owned by institutional investors | |
| Latest headline from zacks.com: Looking for Stocks with Positive Earnings Momentum Check Out These 2 Finance Names |
- Analyzing Annaly Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Annaly Capital's stock is overvalued or undervalued compared to its peers.
- Examining Annaly Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Annaly Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Annaly Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Annaly Capital's stock. These opinions can provide insight into Annaly Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Annaly Stock Analysis
When running Annaly Capital's price analysis, check to measure Annaly Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Annaly Capital is operating at the current time. Most of Annaly Capital's value examination focuses on studying past and present price action to predict the probability of Annaly Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Annaly Capital's price. Additionally, you may evaluate how the addition of Annaly Capital to your portfolios can decrease your overall portfolio volatility.