NLY vs PFGC

Comparison between Annaly Capital Management Inc (NLY, Company) and Performance Food Group Company (PFGC, Company).

NLY is from the Real Estate sector, while PFGC is from the Consumer Defensive sector.

5-Year PerformancePFGC has outperformed NLY, delivering a return of +14.7% compared to +2.7%

NLY vs PFGC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NLY(COMPANY)	PFGC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	82.59%	78.85%
Sharpe Ratio	1.29	0.61
5Y Beta	0.67	0.77
Industry	Reit - Mortgage	Food Distribution
P/E Ratio	6.84	47.67
Forward P/E	7.24	19.08
PEG Ratio	0.04	0.66
Dividend Yield	12.70%	N/A
5Y Dividends CAGR	-0.11%	N/A
5Y EPS CAGR	-24.59%	N/A
Debt to Equity	0.00%	108.40%
Free Cash Flow Yield	-3.53%	5.17%
P/S Ratio	6.36	0.25
P/B Ratio	1.10	3.32

Market Cap

NLY

$16B

Winner

PFGC

$16B

Max Drawdown

NLY

82.59%

Winner

PFGC

78.85%

Sharpe Ratio

Winner

NLY

1.29

PFGC

0.61

5Y Beta

Winner

NLY

0.67

PFGC

0.77

Industry

NLY

Reit - Mortgage

PFGC

Food Distribution

P/E Ratio

Winner

NLY

6.84

PFGC

47.67

Forward P/E

Winner

NLY

7.24

PFGC

19.08

PEG Ratio

Winner

NLY

0.04

PFGC

0.66

Dividend Yield

NLY

12.70%

PFGC

N/A

5Y Dividends CAGR

NLY

-0.11%

PFGC

N/A

5Y EPS CAGR

NLY

-24.59%

PFGC

N/A

Debt to Equity

Winner

NLY

0.00%

PFGC

108.40%

Free Cash Flow Yield

NLY

-3.53%

Winner

PFGC

5.17%

P/S Ratio

NLY

6.36

Winner

PFGC

0.25

P/B Ratio

Winner

NLY

1.10

PFGC

3.32

NLY vs PFGC - Historical Returns

Returns include dividend reinvestment.

Period	NLY	PFGC
1 month	-1.35%	+9.51%
3 months	+3.26%	+19.32%
6 months	+5.73%	+11.72%
1 year	+29.12%	+18.94%
5 years(CAGR)	+2.68%	+14.65%
10 years(CAGR)	+5.96%	+15.75%
Max(CAGR)	+10.44%	+17.12%

NLY

-1.35%

Winner

PFGC

+9.51%

NLY

+3.26%

Winner

PFGC

+19.32%

NLY

+5.73%

Winner

PFGC

+11.72%

Winner

NLY

+29.12%

PFGC

+18.94%

5Y(CAGR)

NLY

+2.68%

Winner

PFGC

+14.65%

10Y(CAGR)

NLY

+5.96%

Winner

PFGC

+15.75%

Max(CAGR)

NLY

+10.44%

Winner

PFGC

+17.12%

NLY vs PFGC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NLY	PFGC
2026	-0.75%	+18.19%
2025	+39.28%	+6.98%
2024	+8.55%	+21.17%
2023	+3.12%	+21.55%
2022	-23.35%	+25.87%
2021	+5.25%	-1.25%
2020	+1.78%	-7.71%
2019	+6.42%	+62.71%
2018	-5.54%	-3.96%
2017	+30.36%	+39.66%
2016	+17.26%	+7.10%
2015	-4.11%	+20.52%
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 PFGC Drawdown Comparison

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

The maximum drawdown for PFGC was -78.85%, occurring on Mar 18, 2020. Recovery took 260 trading sessions.

The current NLY drawdown is -6.85%. The current PFGC drawdown is -4.28%.

Rank	NLY	PFGC
#1	-60.03% Feb 20, 2020 - Apr 29, 2021	-78.85% Feb 10, 2020 - Feb 22, 2021
#2	-51.91% Jun 9, 2021 - Sep 4, 2025	-34.96% Mar 12, 2021 - Nov 30, 2022
#3	-43.38% Jun 17, 2005 - Nov 8, 2007	-27.17% Jul 20, 2018 - Feb 13, 2019
#4	-41.00% Feb 7, 2008 - Aug 3, 2009	-26.70% Jul 26, 2016 - May 11, 2017
#5	-36.29% Sep 12, 2012 - Aug 9, 2016	-25.47% Sep 17, 2025 - Mar 20, 2026
#6	-24.54% Jul 16, 2003 - Feb 13, 2004	-21.24% Jan 30, 2025 - Jul 11, 2025
#7	-21.67% Mar 23, 2004 - Nov 24, 2004	-20.48% Mar 4, 2024 - Sep 23, 2024
#8	-21.03% Jun 21, 2002 - Dec 23, 2002	-19.13% Dec 17, 2015 - Apr 20, 2016
#9	-19.51% Nov 9, 1999 - Apr 3, 2000	-17.14% Jan 23, 2018 - May 9, 2018
#10	-19.46% Oct 5, 2017 - Jan 16, 2020	-15.41% Aug 18, 2023 - Nov 22, 2023
#11	-15.40% Jan 6, 2003 - Apr 22, 2003	-13.83% Feb 1, 2023 - Apr 28, 2023
#12	-14.94% Aug 17, 2001 - Dec 14, 2001	-12.65% May 5, 2016 - Jul 8, 2016
#13	-14.88% Jan 16, 2026 - Mar 27, 2026	-12.54% Apr 28, 2023 - Aug 17, 2023
#14	-14.85% Mar 19, 2010 - Jun 25, 2010	-11.26% Aug 22, 2019 - Nov 25, 2019
#15	-14.05% Sep 22, 2000 - Dec 22, 2000	-10.52% Jul 25, 2017 - Sep 6, 2017