NLY vs YUMC

Comparison between Annaly Capital Management Inc (NLY, Company) and Yum China Holdings Inc (YUMC, Company).

NLY is from the Real Estate sector, while YUMC is from the Consumer Cyclical sector.

5-Year PerformanceNLY has outperformed YUMC, delivering a return of +2.5% compared to -6.0%

NLY vs YUMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NLY(COMPANY)	YUMC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	82.59%	57.87%
Sharpe Ratio	1.34	0.23
5Y Beta	0.68	0.63
Industry	Reit - Mortgage	Restaurants
P/E Ratio	6.88	17.32
Forward P/E	6.69	15.29
PEG Ratio	0.04	1.91
Dividend Yield	13.00%	2.22%
5Y Dividends CAGR	-0.11%	39.10%
5Y EPS CAGR	-24.59%	2.67%
Debt to Equity	0.00%	0.37%
Free Cash Flow Yield	-3.51%	5.82%
P/S Ratio	6.32	1.30
P/B Ratio	1.08	2.97

Market Cap

NLY

$16B

Winner

YUMC

$16B

Max Drawdown

NLY

82.59%

Winner

YUMC

57.87%

Sharpe Ratio

Winner

NLY

1.34

YUMC

0.23

5Y Beta

NLY

0.68

Winner

YUMC

0.63

Industry

NLY

Reit - Mortgage

YUMC

Restaurants

P/E Ratio

Winner

NLY

6.88

YUMC

17.32

Forward P/E

Winner

NLY

6.69

YUMC

15.29

PEG Ratio

Winner

NLY

0.04

YUMC

1.91

Dividend Yield

Winner

NLY

13.00%

YUMC

2.22%

5Y Dividends CAGR

NLY

-0.11%

Winner

YUMC

39.10%

5Y EPS CAGR

NLY

-24.59%

Winner

YUMC

2.67%

Debt to Equity

Winner

NLY

0.00%

YUMC

0.37%

Free Cash Flow Yield

NLY

-3.51%

Winner

YUMC

5.82%

P/S Ratio

NLY

6.32

Winner

YUMC

1.30

P/B Ratio

Winner

NLY

1.08

YUMC

2.97

NLY vs YUMC - Historical Returns

Returns include dividend reinvestment.

Period	NLY	YUMC
1 month	-5.21%	-7.97%
3 months	-2.89%	-18.81%
6 months	+3.93%	-6.23%
1 year	+30.94%	+7.07%
5 years(CAGR)	+2.49%	-6.00%
10 years(CAGR)	+5.53%	+7.04%
Max(CAGR)	+10.36%	+7.04%

Winner

NLY

-5.21%

YUMC

-7.97%

Winner

NLY

-2.89%

YUMC

-18.81%

Winner

NLY

+3.93%

YUMC

-6.23%

Winner

NLY

+30.94%

YUMC

+7.07%

5Y(CAGR)

Winner

NLY

+2.49%

YUMC

-6.00%

10Y(CAGR)

NLY

+5.53%

Winner

YUMC

+7.04%

Max(CAGR)

Winner

NLY

+10.36%

YUMC

+7.04%

NLY vs YUMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NLY	YUMC
2026	-3.23%	-6.98%
2025	+39.28%	+4.62%
2024	+8.55%	+15.40%
2023	+3.12%	-24.06%
2022	-23.35%	+11.44%
2021	+5.25%	-11.93%
2020	+1.78%	+16.74%
2019	+6.42%	+41.93%
2018	-5.54%	-16.56%
2017	+30.36%	+52.89%
2016	+17.26%	+1.83%
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 YUMC Drawdown Comparison

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

The maximum drawdown for YUMC was -56.48%, occurring on Jul 25, 2024. This drawdown has not yet recovered.

The current NLY drawdown is -9.18%. The current YUMC drawdown is -31.34%.

Rank	NLY	YUMC
#1	-60.03% Feb 20, 2020 - Apr 29, 2021	-56.48% Jun 2, 2021 - Jul 25, 2024
#2	-51.91% Jun 9, 2021 - Sep 4, 2025	-34.75% Jan 26, 2018 - Apr 30, 2019
#3	-43.38% Jun 17, 2005 - Nov 8, 2007	-21.07% Jan 17, 2020 - Apr 29, 2020
#4	-41.00% Feb 7, 2008 - Aug 3, 2009	-18.78% Apr 30, 2019 - Sep 12, 2019
#5	-36.29% Sep 12, 2012 - Aug 9, 2016	-16.19% Jun 7, 2017 - Oct 9, 2017
#6	-24.54% Jul 16, 2003 - Feb 13, 2004	-13.74% Nov 22, 2016 - Apr 6, 2017
#7	-21.67% Mar 23, 2004 - Nov 24, 2004	-13.60% Sep 1, 2020 - Nov 11, 2020
#8	-21.03% Jun 21, 2002 - Dec 23, 2002	-13.50% Sep 12, 2019 - Dec 16, 2019
#9	-19.51% Nov 9, 1999 - Apr 3, 2000	-12.58% Apr 29, 2020 - Jun 8, 2020
#10	-19.46% Oct 5, 2017 - Jan 16, 2020	-9.05% Feb 16, 2021 - May 19, 2021
#11	-15.40% Jan 6, 2003 - Apr 22, 2003	-8.20% Jun 8, 2020 - Jul 15, 2020
#12	-14.94% Aug 17, 2001 - Dec 14, 2001	-7.78% Oct 9, 2017 - Jan 9, 2018
#13	-14.88% Jan 16, 2026 - Mar 27, 2026	-7.27% Nov 24, 2020 - Feb 9, 2021
#14	-14.85% Mar 19, 2010 - Jun 25, 2010	-6.16% Nov 4, 2016 - Nov 18, 2016
#15	-14.05% Sep 22, 2000 - Dec 22, 2000	-5.58% Jul 29, 2020 - Aug 6, 2020

Correlation

Correlation between NLY and YUMC is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (1999 - 2026)

NLY vs YUMC dividend yield comparison.

Year	NLY	YUMC
2026	3.26%	0.65%
2025	12.52%	2.01%
2024	14.21%	1.33%
2023	13.42%	1.23%
2022	16.70%	0.88%
2021	11.25%	0.96%
2020	10.77%	0.42%
2019	11.15%	1.00%
2018	12.22%	1.25%
2017	10.09%	0.25%
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%