NLY vs DUKB

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

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

NLY vs DUKB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

NLY

$17B

DUKB

$17B

Max Drawdown

NLY

82.59%

Winner

DUKB

23.80%

Sharpe Ratio

Winner

NLY

1.21

DUKB

-1.04

5Y Beta

NLY

0.66

Winner

DUKB

0.14

Industry

NLY

Reit - Mortgage

DUKB

N/A

P/E Ratio

NLY

5.58

Winner

DUKB

3.37

Forward P/E

NLY

7.27

DUKB

N/A

PEG Ratio

Winner

NLY

0.02

DUKB

0.46

Dividend Yield

Winner

NLY

12.40%

DUKB

5.72%

5Y Dividends CAGR

NLY

0.17%

Winner

DUKB

4.55%

5Y EPS CAGR

NLY

-15.48%

Winner

DUKB

28.45%

Debt to Equity

Winner

NLY

0.00%

DUKB

161.36%

Free Cash Flow Yield

Winner

NLY

5.11%

DUKB

-19.05%

NLY vs DUKB - Historical Returns

Returns include dividend reinvestment.

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

Winner

NLY

+3.82%

DUKB

-2.87%

Winner

NLY

+9.09%

DUKB

-5.93%

Winner

NLY

+8.26%

DUKB

-7.08%

Winner

NLY

+27.75%

DUKB

-3.68%

5Y(CAGR)

Winner

NLY

+5.90%

DUKB

+1.59%

10Y(CAGR)

NLY

+6.18%

DUKB

N/A

Max(CAGR)

Winner

NLY

+10.76%

DUKB

+4.12%

NLY vs DUKB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

NLY vs DUKB Drawdown Comparison

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

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

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

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

Correlation

Correlation between NLY and DUKB 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)

NLY vs DUKB dividend yield comparison.

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