RLJ vs. NLY
Compare and contrast key facts about RLJ Lodging Trust (RLJ) and Annaly Capital Management, Inc. (NLY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLJ or NLY.
Correlation
The correlation between RLJ and NLY is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RLJ vs. NLY - Performance Comparison
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Key characteristics
RLJ:
-0.67
NLY:
0.50
RLJ:
-0.81
NLY:
0.87
RLJ:
0.89
NLY:
1.11
RLJ:
-0.30
NLY:
0.48
RLJ:
-1.54
NLY:
2.32
RLJ:
14.23%
NLY:
5.17%
RLJ:
34.10%
NLY:
21.95%
RLJ:
-83.78%
NLY:
-60.09%
RLJ:
-67.52%
NLY:
-12.87%
Fundamentals
RLJ:
$1.18B
NLY:
$11.84B
RLJ:
$0.26
NLY:
$0.92
RLJ:
29.69
NLY:
21.26
RLJ:
1.41
NLY:
-3.61
RLJ:
0.86
NLY:
12.38
RLJ:
0.63
NLY:
1.02
RLJ:
$1.37B
NLY:
$4.86B
RLJ:
$585.00M
NLY:
$3.75B
RLJ:
$284.87M
NLY:
$3.67B
Returns By Period
In the year-to-date period, RLJ achieves a -24.24% return, which is significantly lower than NLY's 10.46% return. Over the past 10 years, RLJ has underperformed NLY with an annualized return of -9.22%, while NLY has yielded a comparatively higher 5.03% annualized return.
RLJ
-24.24%
11.29%
-21.59%
-22.64%
0.24%
-9.22%
NLY
10.46%
9.53%
6.74%
10.92%
9.99%
5.03%
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Risk-Adjusted Performance
RLJ vs. NLY — Risk-Adjusted Performance Rank
RLJ
NLY
RLJ vs. NLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RLJ Lodging Trust (RLJ) and Annaly Capital Management, Inc. (NLY). 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.
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Dividends
RLJ vs. NLY - Dividend Comparison
RLJ's dividend yield for the trailing twelve months is around 7.25%, less than NLY's 13.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLJ RLJ Lodging Trust | 7.25% | 4.90% | 3.07% | 1.13% | 0.29% | 0.28% | 7.45% | 8.05% | 6.01% | 5.39% | 6.10% | 3.10% |
NLY Annaly Capital Management, Inc. | 13.57% | 14.21% | 13.42% | 16.70% | 11.25% | 10.77% | 11.15% | 12.22% | 10.09% | 12.04% | 12.79% | 11.10% |
Drawdowns
RLJ vs. NLY - Drawdown Comparison
The maximum RLJ drawdown since its inception was -83.78%, which is greater than NLY's maximum drawdown of -60.09%. Use the drawdown chart below to compare losses from any high point for RLJ and NLY. For additional features, visit the drawdowns tool.
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Volatility
RLJ vs. NLY - Volatility Comparison
RLJ Lodging Trust (RLJ) has a higher volatility of 8.32% compared to Annaly Capital Management, Inc. (NLY) at 6.34%. This indicates that RLJ's price experiences larger fluctuations and is considered to be riskier than NLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
RLJ vs. NLY - Financials Comparison
This section allows you to compare key financial metrics between RLJ Lodging Trust and Annaly Capital Management, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
RLJ vs. NLY - Profitability Comparison
RLJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, RLJ Lodging Trust reported a gross profit of 328.12M and revenue of 328.12M. Therefore, the gross margin over that period was 100.0%.
NLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Annaly Capital Management, Inc. reported a gross profit of 346.29M and revenue of 1.44B. Therefore, the gross margin over that period was 24.0%.
RLJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, RLJ Lodging Trust reported an operating income of 111.07M and revenue of 328.12M, resulting in an operating margin of 33.9%.
NLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Annaly Capital Management, Inc. reported an operating income of 298.23M and revenue of 1.44B, resulting in an operating margin of 20.7%.
RLJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, RLJ Lodging Trust reported a net income of -2.92M and revenue of 328.12M, resulting in a net margin of -0.9%.
NLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Annaly Capital Management, Inc. reported a net income of 124.22M and revenue of 1.44B, resulting in a net margin of 8.6%.