DUKB vs NLY

Comparison between Duke Energy Corp (DUKB, Company) and Annaly Capital Management Inc (NLY, Company).

5-Year PerformanceNLY has outperformed DUKB, delivering a return of +5.9% compared to +1.6%

DUKB vs NLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUKB(COMPANY)	NLY(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	23.80%	82.59%
Sharpe Ratio	-1.04	1.21
5Y Beta	0.14	0.66
Industry	N/A	Reit - Mortgage
P/E Ratio	3.37	5.58
Forward P/E	N/A	7.27
PEG Ratio	0.46	0.02
Dividend Yield	5.72%	12.40%
5Y Dividends CAGR	4.55%	0.17%
5Y EPS CAGR	28.45%	-15.48%
Debt to Equity	161.36%	0.00%
Free Cash Flow Yield	-19.05%	5.11%

Market Cap

DUKB

$17B

Winner

NLY

$17B

Max Drawdown

Winner

DUKB

23.80%

NLY

82.59%

Sharpe Ratio

DUKB

-1.04

Winner

NLY

1.21

5Y Beta

Winner

DUKB

0.14

NLY

0.66

Industry

DUKB

N/A

NLY

Reit - Mortgage

P/E Ratio

Winner

DUKB

3.37

NLY

5.58

Forward P/E

DUKB

N/A

NLY

7.27

PEG Ratio

DUKB

0.46

Winner

NLY

0.02

Dividend Yield

DUKB

5.72%

Winner

NLY

12.40%

5Y Dividends CAGR

Winner

DUKB

4.55%

NLY

0.17%

5Y EPS CAGR

Winner

DUKB

28.45%

NLY

-15.48%

Debt to Equity

DUKB

161.36%

Winner

NLY

0.00%

Free Cash Flow Yield

DUKB

-19.05%

Winner

NLY

5.11%

DUKB vs NLY - Historical Returns

Returns include dividend reinvestment.

Period	DUKB	NLY
1 month	-2.87%	+3.82%
3 months	-5.93%	+9.09%
6 months	-7.08%	+8.26%
1 year	-3.68%	+27.75%
5 years(CAGR)	+1.59%	+5.90%
10 years(CAGR)	N/A	+6.18%
Max(CAGR)	+4.12%	+10.76%

DUKB

-2.87%

Winner

NLY

+3.82%

DUKB

-5.93%

Winner

NLY

+9.09%

DUKB

-7.08%

Winner

NLY

+8.26%

DUKB

-3.68%

Winner

NLY

+27.75%

5Y(CAGR)

DUKB

+1.59%

Winner

NLY

+5.90%

10Y(CAGR)

DUKB

N/A

NLY

+6.18%

Max(CAGR)

DUKB

+4.12%

Winner

NLY

+10.76%

DUKB vs NLY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DUKB	NLY
2026	-7.04%	+9.06%
2025	+9.08%	+39.28%
2024	+5.91%	+8.55%
2023	+7.60%	+3.12%
2022	-9.54%	-23.35%
2021	-0.58%	+5.25%
2020	+10.55%	+1.78%
2019	+18.32%	+6.42%
2018	-2.96%	-5.54%
2017	N/A	+30.36%
2016	N/A	+17.26%
2015	N/A	-4.11%
2014	N/A	+20.19%
2013	N/A	-21.58%
2012	N/A	-0.76%
2011	N/A	+2.75%
2010	N/A	+19.44%
2009	N/A	+32.29%
2008	N/A	-0.01%
2007	N/A	+38.44%
2006	N/A	+28.16%
2005	N/A	-39.93%
2004	N/A	+16.99%
2003	N/A	+8.73%
2002	N/A	+38.33%
2001	N/A	+107.18%
2000	N/A	+22.86%
1999	N/A	+1.20%

DUKB vs NLY Drawdown Comparison

The maximum drawdown for DUKB was -18.73%, occurring on Mar 18, 2020. Recovery took 76 trading sessions.

The maximum drawdown for NLY was -60.03%, occurring on Apr 3, 2020. Recovery took 300 trading sessions.

The current DUKB drawdown is -7.80%. The current NLY drawdown is -0.13%.

Rank	DUKB	NLY
#1	-18.73% Feb 11, 2020 - Jun 1, 2020	-60.03% Feb 20, 2020 - Apr 29, 2021
#2	-12.56% Sep 20, 2023 - Jan 19, 2024	-51.91% Jun 9, 2021 - Sep 4, 2025
#3	-11.78% Dec 30, 2020 - Jun 7, 2023	-43.38% Jun 17, 2005 - Nov 8, 2007
#4	-7.97% Dec 11, 2025 - Aug 12, 2026	-41.00% Feb 7, 2008 - Aug 3, 2009
#5	-7.17% Mar 21, 2024 - Jun 27, 2024	-36.29% Sep 12, 2012 - Aug 9, 2016
#6	-7.12% Oct 16, 2024 - Mar 17, 2025	-24.54% Jul 16, 2003 - Feb 13, 2004
#7	-5.90% Sep 28, 2018 - Jan 8, 2019	-21.67% Mar 23, 2004 - Nov 24, 2004
#8	-4.55% Sep 4, 2019 - Jan 3, 2020	-21.03% Jun 21, 2002 - Dec 23, 2002
#9	-4.19% Mar 20, 2025 - May 19, 2025	-19.51% Nov 9, 1999 - Apr 3, 2000
#10	-4.12% Jun 30, 2023 - Sep 20, 2023	-19.46% Oct 5, 2017 - Jan 16, 2020
#11	-4.04% May 19, 2025 - Aug 19, 2025	-15.40% Jan 6, 2003 - Apr 22, 2003
#12	-4.00% Jun 4, 2020 - Jul 16, 2020	-14.94% Aug 17, 2001 - Dec 14, 2001
#13	-3.77% Sep 17, 2025 - Dec 11, 2025	-14.88% Jan 16, 2026 - Jul 6, 2026
#14	-2.66% Jul 30, 2019 - Aug 14, 2019	-14.85% Mar 19, 2010 - Jun 25, 2010
#15	-2.63% Oct 9, 2020 - Nov 4, 2020	-14.05% Sep 22, 2000 - Dec 22, 2000

Correlation

Correlation between DUKB and NLY is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (1999 - 2026)

DUKB vs NLY dividend yield comparison.

Year	DUKB	NLY
2026	3.16%	6.20%
2025	5.72%	12.52%
2024	5.95%	14.21%
2023	5.99%	13.42%
2022	6.17%	16.70%
2021	5.27%	11.25%
2020	4.89%	10.77%
2019	5.20%	11.15%
2018	1.45%	12.22%
2017	0.00%	10.09%
2016	0.00%	12.04%
2015	0.00%	12.79%
2014	0.00%	11.10%
2013	0.00%	15.05%
2012	0.00%	14.60%
2011	0.00%	15.29%
2010	0.00%	14.79%
2009	0.00%	14.64%
2008	0.00%	13.11%
2007	0.00%	5.72%
2006	0.00%	4.10%
2005	0.00%	9.51%
2004	0.00%	10.09%
2003	0.00%	10.60%
2002	0.00%	14.20%
2001	0.00%	10.94%
2000	0.00%	12.69%
1999	0.00%	4.00%