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NLY vs WPC

Comparison between Annaly Capital Management Inc (NLY, Company) and W. P. Carey Inc (WPC, Company).

Both NLY and WPC are from the Real Estate sector.

5-Year PerformanceWPC has outperformed NLY, delivering a return of +6.5% compared to +3.7%

NLY vs WPC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NLY
$16B
WPC
$16B
Max Drawdown
NLY
82.59%
Winner
WPC
53.34%
Sharpe Ratio
Winner
NLY
1.50
WPC
1.33
5Y Beta
NLY
0.68
Winner
WPC
0.25
Industry
NLY
Reit - Mortgage
WPC
Reit - Diversified
P/E Ratio
Winner
NLY
7.20
WPC
31.92
Forward P/E
Winner
NLY
6.95
WPC
25.00
PEG Ratio
Winner
NLY
0.04
WPC
1.52
Dividend Yield
Winner
NLY
12.50%
WPC
4.95%
5Y Dividends CAGR
NLY
-0.11%
Winner
WPC
2.13%
5Y EPS CAGR
NLY
-24.59%
Winner
WPC
-0.84%
Debt to Equity
Winner
NLY
0.00%
WPC
104.90%
Free Cash Flow Yield
NLY
-3.36%
Winner
WPC
7.86%
P/S Ratio
Winner
NLY
6.60
WPC
9.44
P/B Ratio
Winner
NLY
1.13
WPC
1.93

NLY vs WPC - Historical Returns

Returns include dividend reinvestment.

1M
NLY
+3.72%
Winner
WPC
+3.75%
3M
NLY
+3.22%
Winner
WPC
+5.03%
6M
NLY
+10.00%
Winner
WPC
+13.09%
1Y
Winner
NLY
+34.08%
WPC
+28.87%
5Y(CAGR)
NLY
+3.71%
Winner
WPC
+6.49%
10Y(CAGR)
NLY
+5.95%
Winner
WPC
+8.21%
Max(CAGR)
NLY
+10.59%
Winner
WPC
+12.94%

NLY vs WPC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNLYWPC
2026+2.00%+15.81%
2025+39.28%+25.36%
2024+8.55%-12.02%
2023+3.12%-8.21%
2022-23.35%+1.52%
2021+5.25%+27.54%
2020+1.78%-4.80%
2019+6.42%+31.21%
2018-5.54%+1.77%
2017+30.36%+23.58%
2016+17.26%+6.61%
2015-4.11%-11.24%
2014+20.19%+21.95%
2013-21.58%+22.94%
2012-0.76%+31.67%
2011+2.75%+39.71%
2010+19.44%+21.00%
2009+32.29%+29.17%
2008-0.01%-23.23%
2007+38.44%+16.43%
2006+28.16%+24.81%
2005-39.93%-22.73%
2004+16.99%+22.91%
2003+8.73%+30.36%
2002+38.33%+15.94%
2001+107.18%+37.80%
2000+22.86%+20.79%
1999+1.20%+2.59%

NLY vs WPC Drawdown Comparison

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

The maximum drawdown for WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

The current NLY drawdown is -4.27%.

RankNLYWPC
#1-60.03%
Feb 20, 2020 - Apr 29, 2021
-52.45%
Oct 18, 2019 - Dec 29, 2021
#2-51.91%
Jun 9, 2021 - Sep 4, 2025
-48.69%
Dec 10, 2007 - Mar 30, 2010
#3-43.38%
Jun 17, 2005 - Nov 8, 2007
-36.81%
Jul 29, 2022 - Jan 16, 2026
#4-41.00%
Feb 7, 2008 - Aug 3, 2009
-29.35%
Feb 17, 2005 - Jan 11, 2007
#5-36.29%
Sep 12, 2012 - Aug 9, 2016
-24.95%
Jan 26, 2015 - Jun 21, 2016
#6-24.54%
Jul 16, 2003 - Feb 13, 2004
-23.27%
May 20, 2013 - Dec 22, 2014
#7-21.67%
Mar 23, 2004 - Nov 24, 2004
-21.73%
Aug 1, 2016 - Jul 27, 2017
#8-21.03%
Jun 21, 2002 - Dec 23, 2002
-21.29%
Jul 21, 2011 - Dec 7, 2011
#9-19.51%
Nov 9, 1999 - Apr 3, 2000
-20.87%
Oct 14, 2003 - Oct 18, 2004
#10-19.46%
Oct 5, 2017 - Jan 16, 2020
-15.71%
Nov 21, 2017 - Oct 25, 2018
#11-15.40%
Jan 6, 2003 - Apr 22, 2003
-15.05%
May 9, 2007 - Oct 30, 2007
#12-14.94%
Aug 17, 2001 - Dec 14, 2001
-14.04%
Oct 31, 2012 - Jan 22, 2013
#13-14.88%
Jan 16, 2026 - Mar 27, 2026
-13.39%
Jun 15, 2001 - Aug 1, 2001
#14-14.85%
Mar 19, 2010 - Jun 25, 2010
-13.19%
Jul 29, 2003 - Oct 7, 2003
#15-14.05%
Sep 22, 2000 - Dec 22, 2000
-12.50%
Mar 23, 2012 - Sep 14, 2012

Correlation

Correlation between NLY and WPC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

NLY vs WPC dividend yield comparison.

YearNLYWPC
20263.10%1.26%
202512.52%5.62%
202414.21%6.41%
202313.42%7.93%
202216.70%5.43%
202111.25%5.12%
202010.77%5.91%
201911.15%5.17%
201812.22%6.26%
201710.09%7.26%
201612.04%6.65%
201512.79%6.49%
201411.10%5.26%
201315.05%5.70%
201214.60%4.68%
201115.29%5.34%
201014.79%6.48%
200914.64%8.29%
200813.11%8.34%
20075.72%6.47%
20064.10%6.05%
20059.51%7.05%
200410.09%4.99%
200310.60%5.68%
200214.20%6.94%
200110.94%7.33%
200012.69%9.28%
19994.00%2.49%

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