NLY vs GNRC

Comparison between Annaly Capital Management Inc (NLY, Company) and Generac Holdings Inc (GNRC, Company).

NLY is from the Real Estate sector, while GNRC is from the Industrials sector.

5-Year PerformanceNLY has outperformed GNRC, delivering a return of +3.3% compared to -5.7%

NLY vs GNRC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NLY(COMPANY)	GNRC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	82.59%	83.75%
Sharpe Ratio	1.36	1.78
5Y Beta	0.67	1.37
Industry	Reit - Mortgage	Specialty Industrial Machinery
P/E Ratio	7.09	63.48
Forward P/E	7.30	32.47
PEG Ratio	0.04	36.10
Dividend Yield	12.60%	N/A
5Y Dividends CAGR	-0.11%	N/A
5Y EPS CAGR	-24.59%	2.84%
Debt to Equity	0.00%	45.19%
Free Cash Flow Yield	-3.40%	1.59%
P/S Ratio	6.51	3.80
P/B Ratio	1.13	6.14

Market Cap

NLY

$16B

Winner

GNRC

$16B

Max Drawdown

Winner

NLY

82.59%

GNRC

83.75%

Sharpe Ratio

NLY

1.36

Winner

GNRC

1.78

5Y Beta

Winner

NLY

0.67

GNRC

1.37

Industry

NLY

Reit - Mortgage

GNRC

Specialty Industrial Machinery

P/E Ratio

Winner

NLY

7.09

GNRC

63.48

Forward P/E

Winner

NLY

7.30

GNRC

32.47

PEG Ratio

Winner

NLY

0.04

GNRC

36.10

Dividend Yield

NLY

12.60%

GNRC

N/A

5Y Dividends CAGR

NLY

-0.11%

GNRC

N/A

5Y EPS CAGR

NLY

-24.59%

Winner

GNRC

2.84%

Debt to Equity

Winner

NLY

0.00%

GNRC

45.19%

Free Cash Flow Yield

NLY

-3.40%

Winner

GNRC

1.59%

P/S Ratio

NLY

6.51

Winner

GNRC

3.80

P/B Ratio

Winner

NLY

1.13

GNRC

6.14

NLY vs GNRC - Historical Returns

Returns include dividend reinvestment.

Period	NLY	GNRC
1 month	+3.31%	+9.40%
3 months	+7.84%	+46.42%
6 months	+1.51%	+111.02%
1 year	+32.37%	+121.33%
5 years(CAGR)	+3.32%	-5.72%
10 years(CAGR)	+5.97%	+23.54%
Max(CAGR)	+10.46%	+15.28%

NLY

+3.31%

Winner

GNRC

+9.40%

NLY

+7.84%

Winner

GNRC

+46.42%

NLY

+1.51%

Winner

GNRC

+111.02%

NLY

+32.37%

Winner

GNRC

+121.33%

5Y(CAGR)

Winner

NLY

+3.32%

GNRC

-5.72%

10Y(CAGR)

NLY

+5.97%

Winner

GNRC

+23.54%

Max(CAGR)

NLY

+10.46%

Winner

GNRC

+15.28%

NLY vs GNRC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NLY	GNRC
2026	-0.03%	+109.45%
2025	+39.28%	-13.14%
2024	+8.55%	+21.73%
2023	+3.12%	+32.27%
2022	-23.35%	-71.07%
2021	+5.25%	+56.72%
2020	+1.78%	+122.93%
2019	+6.42%	+97.27%
2018	-5.54%	+3.48%
2017	+30.36%	+18.07%
2016	+17.26%	+40.92%
2015	-4.11%	-35.80%
2014	+20.19%	-16.93%
2013	-21.58%	+82.98%
2012	-0.76%	+57.54%
2011	+2.75%	+73.78%
2010	+19.44%	-61.77%
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 GNRC Drawdown Comparison

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

The maximum drawdown for GNRC was -83.75%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current NLY drawdown is -6.17%. The current GNRC drawdown is -41.57%.

Rank	NLY	GNRC
#1	-60.03% Feb 20, 2020 - Apr 29, 2021	-83.75% Nov 1, 2021 - Oct 27, 2023
#2	-51.91% Jun 9, 2021 - Sep 4, 2025	-74.82% Feb 11, 2010 - Oct 31, 2012
#3	-43.38% Jun 17, 2005 - Nov 8, 2007	-56.06% Mar 17, 2014 - Jun 10, 2019
#4	-41.00% Feb 7, 2008 - Aug 3, 2009	-33.09% Mar 4, 2020 - May 27, 2020
#5	-36.29% Sep 12, 2012 - Aug 9, 2016	-20.44% Feb 19, 2021 - Jun 16, 2021
#6	-24.54% Jul 16, 2003 - Feb 13, 2004	-19.44% Jan 3, 2014 - Feb 26, 2014
#7	-21.67% Mar 23, 2004 - Nov 24, 2004	-17.46% Feb 8, 2013 - Jun 6, 2013
#8	-21.03% Jun 21, 2002 - Dec 23, 2002	-17.07% Nov 5, 2012 - Feb 6, 2013
#9	-19.51% Nov 9, 1999 - Apr 3, 2000	-13.61% May 27, 2020 - Jul 2, 2020
#10	-19.46% Oct 5, 2017 - Jan 16, 2020	-13.27% Jul 23, 2021 - Sep 2, 2021
#11	-15.40% Jan 6, 2003 - Apr 22, 2003	-11.95% Feb 20, 2020 - Mar 4, 2020
#12	-14.94% Aug 17, 2001 - Dec 14, 2001	-11.92% Nov 6, 2020 - Dec 24, 2020
#13	-14.88% Jan 16, 2026 - Mar 27, 2026	-11.68% Sep 9, 2021 - Oct 18, 2021
#14	-14.85% Mar 19, 2010 - Jun 25, 2010	-11.24% Jan 22, 2021 - Feb 8, 2021
#15	-14.05% Sep 22, 2000 - Dec 22, 2000	-10.36% Sep 26, 2013 - Oct 24, 2013

Correlation

Correlation between NLY and GNRC is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (1999 - 2026)

NLY vs GNRC dividend yield comparison.

Year	NLY	GNRC
2026	3.16%	0.00%
2025	12.52%	0.00%
2024	14.21%	0.00%
2023	13.42%	0.00%
2022	16.70%	0.00%
2021	11.25%	0.00%
2020	10.77%	0.00%
2019	11.15%	0.00%
2018	12.22%	0.00%
2017	10.09%	0.00%
2016	12.04%	0.00%
2015	12.79%	0.00%
2014	11.10%	0.00%
2013	15.05%	8.83%
2012	14.60%	17.49%
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%