Annaly Capital Management, Inc. (NLY) vs Weyerhaeuser Company (WY)
A side-by-side comparison of Annaly Capital Management, Inc. and Weyerhaeuser Company across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.
Total return — NLY vs WY
growth of $100 · dividends reinvested · last 10yNLY vs WY: by the numbers
- •NLY is the larger company ($13.97B vs $13.30B market cap).
- •NLY converts more revenue to profit (40.52% vs 6.84% net margin).
- •NLY grew revenue faster over the past five years (22.35% vs -6.82% CAGR).
- •NLY pays the higher dividend yield (15.27% vs 4.52%).
Metrics side by side
Valuation
| Metric | NLY | WY |
|---|---|---|
| P/E ratio | 4.63 | 27.94 |
| Forward P/E | 5.99 | 56.12 |
| P/S ratio | 1.92 | 1.93 |
| P/B ratio | 0.83 | 1.41 |
| EV / EBITDA | 16.67 | 16.72 |
For REITs like Annaly Capital Management, Inc., GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.
For REITs like Weyerhaeuser Company, GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.
Profitability
| Metric | NLY | WY |
|---|---|---|
| Gross margin | 99.28% | 13.24% |
| Operating margin | 102.58% | 8.38% |
| Net margin | 40.52% | 6.84% |
| ROE | 17.44% | 4.99% |
| ROIC | 5.74% | 3.67% |
Dividends
| Metric | NLY | WY |
|---|---|---|
| Dividend yield | 15.27% | 4.52% |
| Payout ratio | 71.25% | 127.27% |
Annaly Capital Management, Inc.'s payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.
Weyerhaeuser Company's payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.
Growth (annualized)
| Metric | NLY | WY |
|---|---|---|
| Revenue CAGR (5Y) | 22.35% | -6.82% |
| EPS CAGR (5Y) | N/A | -15.91% |
| Total return CAGR (5Y) | 1.94% | -9.09% |
Frequently asked
- Which has grown faster, NLY or WY?
- Over the past five years, NLY grew revenue faster — NLY at a 22.35% CAGR versus WY at -6.82%.
- Does NLY or WY pay a bigger dividend?
- NLY yields 15.27% and WY yields 4.52% based on trailing dividends and the latest price.
- Is NLY or WY more profitable?
- NLY runs the higher net margin — NLY at 40.52% versus WY at 6.84%.
- How have NLY and WY total returns compared?
- Over the past 10 years, NLY delivered 4.54% and WY delivered -1.89% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Annaly Capital Management & Weyerhaeuser appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.