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NLY vs. RITM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NLY vs. RITM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Annaly Capital Management, Inc. (NLY) and Rithm Capital Corp. (RITM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NLY achieves a 8.73% return, which is significantly higher than RITM's -0.81% return. Over the past 10 years, NLY has underperformed RITM with an annualized return of 5.88%, while RITM has yielded a comparatively higher 7.22% annualized return.


NLY

1D
-0.13%
1M
0.84%
6M
6.49%
YTD
8.73%
1Y
24.07%
3Y*
19.76%
5Y*
5.89%
10Y*
5.88%
ALL TIME*
9.45%

RITM

1D
1.89%
1M
12.76%
6M
-1.26%
YTD
-0.81%
1Y
-7.37%
3Y*
10.23%
5Y*
11.75%
10Y*
7.22%
ALL TIME*
8.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$202.32M$168.63M$172.32M
$71.00M$61.22M$52.66M

NLY vs. RITM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NLY
Annaly Capital Management, Inc.
8.73%40.00%8.07%4.94%-21.41%2.48%2.38%7.22%-7.22%31.92%
RITM
Rithm Capital Corp.
-0.81%10.06%11.07%45.60%-14.44%17.07%-34.36%28.46%-10.35%27.83%

Correlation

The correlation between NLY and RITM is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.66

Correlation (3Y)
Balances recent behavior with more history.

0.72

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.72

Correlation (10Y)
Provides a long-term view across more market conditions.

0.67

Correlation (All Time)
Calculated using the full available price history since May 2, 2013

0.59

The correlation between NLY and RITM shifts across timeframes, from 0.59 (all time) to 0.72 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

NLY:

$17.15B

RITM:

$5.72B

EPS

NLY:

$4.25

RITM:

$0.84

PE Ratio

NLY:

5.35

RITM:

12.21

PS Ratio

NLY:

4.62

RITM:

1.02

PB Ratio

NLY:

1.10

RITM:

0.79

Total Revenue (TTM)

NLY:

$3.42B

RITM:

$5.66B

Gross Profit (TTM)

NLY:

$3.40B

RITM:

$4.51B

EBITDA (TTM)

NLY:

$8.16B

RITM:

$1.27B

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Return for Risk

NLY vs. RITM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

NLY
NLY Risk / Return Rank: 7575
Overall Rank
NLY Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
NLY Sortino Ratio Rank: 7474
Sortino Ratio Rank
NLY Omega Ratio Rank: 7373
Omega Ratio Rank
NLY Calmar Ratio Rank: 7474
Calmar Ratio Rank
NLY Martin Ratio Rank: 7777
Martin Ratio Rank

RITM
RITM Risk / Return Rank: 2828
Overall Rank
RITM Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
RITM Sortino Ratio Rank: 2424
Sortino Ratio Rank
RITM Omega Ratio Rank: 2424
Omega Ratio Rank
RITM Calmar Ratio Rank: 3333
Calmar Ratio Rank
RITM Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

NLY vs. RITM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Annaly Capital Management, Inc. (NLY) and Rithm Capital Corp. (RITM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NLYRITMDifference
Sharpe ratioReturn per unit of total volatility

+1.55

Sortino ratioReturn per unit of downside risk

+2.09

Omega ratioGain probability vs. loss probability

1.22

0.97

+0.25

Calmar ratioReturn relative to maximum drawdown

1.62

-0.27

+1.90

Martin ratioReturn relative to average drawdown

4.64

-0.51

+5.15

NLY vs. RITM - Sharpe Ratio Comparison

The current NLY Sharpe Ratio is 1.24, which is higher than the RITM Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of NLY and RITM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

NLY vs. RITM - Drawdown Comparison

The maximum NLY drawdown since its inception was -60.09%, smaller than the maximum RITM drawdown of -81.11%. Use the drawdown chart below to compare losses from any high point for NLY and RITM.


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Drawdown Indicators


NLYRITMDifference

Max Drawdown

Largest peak-to-trough decline

-60.09%

-81.11%

+21.02%

Max Drawdown (1Y)

Largest decline over 1 year

-14.88%

-27.31%

+12.43%

Max Drawdown (3Y)

Largest decline over 3 years

-26.28%

-27.31%

+1.03%

Max Drawdown (5Y)

Largest decline over 5 years

-50.21%

-36.61%

-13.60%

Max Drawdown (10Y)

Largest decline over 10 years

-60.09%

-81.11%

+21.02%

Current Drawdown

Current decline from peak

-2.86%

-10.38%

+7.52%

Average Drawdown

Average peak-to-trough decline

-13.77%

-15.99%

+2.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.21%

14.47%

-9.26%

Volatility

NLY vs. RITM - Volatility Comparison

The current volatility for Annaly Capital Management, Inc. (NLY) is 5.52%, while Rithm Capital Corp. (RITM) has a volatility of 8.70%. This indicates that NLY experiences smaller price fluctuations and is considered to be less risky than RITM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NLYRITMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.52%

8.70%

-3.18%

Volatility (6M)

Calculated over the trailing 6-month period

14.42%

18.12%

-3.70%

Volatility (1Y)

Calculated over the trailing 1-year period

19.54%

23.84%

-4.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.52%

27.35%

-1.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.20%

40.22%

-12.02%

Dividends

NLY vs. RITM - Dividend Comparison

NLY's dividend yield for the trailing twelve months is around 12.53%, more than RITM's 9.76% yield.


PositionTTM20252024202320222021202020192018201720162015
NLY
Annaly Capital Management, Inc.
12.53%12.52%14.21%13.42%16.70%11.25%10.77%11.15%12.22%10.09%12.04%12.79%
RITM
Rithm Capital Corp.
9.76%9.17%9.23%9.36%12.24%8.40%5.03%12.41%14.07%11.07%11.70%14.39%

Financials

NLY vs. RITM - Financials Comparison

This section allows you to compare key financial metrics between Annaly Capital Management, Inc. and Rithm Capital Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

NLY vs. RITM - Profitability Comparison

The chart below illustrates the profitability comparison between Annaly Capital Management, Inc. and Rithm Capital Corp. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

NLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Annaly Capital Management, Inc. reported a gross profit of -1.61B and revenue of -1.63B. Therefore, the gross margin over that period was 98.9%.

RITM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Rithm Capital Corp. reported a gross profit of 818.17M and revenue of 1.28B. Therefore, the gross margin over that period was 63.8%.

NLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Annaly Capital Management, Inc. reported an operating income of -1.56B and revenue of -1.63B, resulting in an operating margin of 95.8%.

RITM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Rithm Capital Corp. reported an operating income of 6.79M and revenue of 1.28B, resulting in an operating margin of 0.5%.

NLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Annaly Capital Management, Inc. reported a net income of 822.67M and revenue of -1.63B, resulting in a net margin of -50.5%.

RITM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Rithm Capital Corp. reported a net income of 56.29M and revenue of 1.28B, resulting in a net margin of 4.4%.


Frequently Asked Questions


NLY and RITM have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RITM has higher volatility (8.70%) compared to NLY (5.52%). In terms of maximum drawdown, NLY dropped -60.09% vs RITM's -81.11%.

NLY currently has the higher Sharpe Ratio (1.24 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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