Annaly Capital Management Stock Five Year Return

NLY Stock

USD 21.23 0.30 1.43%

Annaly Capital Management fundamentals help investors to digest information that contributes to Annaly Capital's financial success or failures. It also enables traders to predict the movement of Annaly Stock. The fundamental analysis module provides a way to measure Annaly Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Annaly Capital stock.

Short Long Term Debt Total Total Assets

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Annaly Capital Management Company Five Year Return Analysis

Annaly Capital's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Annaly Capital Five Year Return

11.78 %

Most of Annaly Capital's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Annaly Capital Management is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Annaly Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Annaly Capital is extremely important. It helps to project a fair market value of Annaly Stock properly, considering its historical fundamentals such as Five Year Return. Since Annaly Capital's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Annaly Capital's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Annaly Capital's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Good Will	Intangible Assets	Short Term Investments	Total Permanent Equity	Long Term Debt	Property Plant Equipment	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Term Debt	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.93	0.18	-0.17	0.27	0.14	1.0	0.14	0.6	-0.01	0.05	0.14	0.15	-0.02	0.09	0.58	-0.04	0.41	-0.12	0.33	0.34	0.1	0.2	0.25	-0.11
Total Stockholder Equity	0.93		0.16	-0.09	0.27	0.02	0.91	0.01	0.77	-0.18	0.08	0.1	0.16	-0.15	0.16	0.64	-0.14	0.34	-0.02	0.36	0.31	-0.1	0.0	0.23	-0.15
Net Debt	0.18	0.16		-0.3	0.5	0.37	0.18	0.41	0.23	-0.11	0.57	-0.43	0.33	-0.16	0.25	-0.08	-0.06	0.38	0.29	0.48	0.37	-0.14	-0.23	0.06	0.17
Retained Earnings	-0.17	-0.09	-0.3		-0.34	-0.36	-0.18	-0.79	-0.02	-0.71	-0.18	0.1	-0.75	-0.78	0.32	0.47	-0.76	-0.88	-0.31	0.09	0.13	-0.19	-0.52	0.74	-0.87
Accounts Payable	0.27	0.27	0.5	-0.34		-0.07	0.27	0.18	0.29	-0.19	0.68	-0.77	0.47	-0.06	0.16	-0.08	-0.02	0.48	0.41	0.47	0.35	0.07	-0.15	-0.07	0.15
Net Receivables	0.14	0.02	0.37	-0.36	-0.07		0.16	0.82	-0.34	0.5	0.07	0.03	0.18	0.38	-0.29	-0.27	0.47	0.41	0.0	-0.38	-0.27	0.19	0.2	-0.27	0.42
Total Liab	1.0	0.91	0.18	-0.18	0.27	0.16		0.16	0.57	0.01	0.04	0.14	0.14	0.0	0.07	0.56	-0.03	0.42	-0.13	0.33	0.34	0.12	0.22	0.25	-0.1
Total Current Assets	0.14	0.01	0.41	-0.79	0.18	0.82	0.16		-0.23	0.68	0.18	-0.08	0.51	0.67	-0.48	-0.42	0.73	0.72	0.22	-0.3	-0.22	0.28	0.4	-0.56	0.76
Common Stock	0.6	0.77	0.23	-0.02	0.29	-0.34	0.57	-0.23		-0.38	0.01	0.11	0.22	-0.37	0.3	0.57	-0.4	0.12	0.0	0.61	0.47	-0.22	-0.22	0.27	-0.26
Good Will	-0.01	-0.18	-0.11	-0.71	-0.19	0.5	0.01	0.68	-0.38		-0.25	0.32	0.45	0.93	-0.26	-0.59	0.78	0.56	-0.18	-0.34	-0.26	0.27	0.77	-0.69	0.69
Intangible Assets	0.05	0.08	0.57	-0.18	0.68	0.07	0.04	0.18	0.01	-0.25		-0.89	0.24	-0.02	0.18	-0.21	0.18	0.38	0.78	0.13	0.1	-0.11	-0.33	-0.11	0.3
Short Term Investments	0.14	0.1	-0.43	0.1	-0.77	0.03	0.14	-0.08	0.11	0.32	-0.89		-0.24	0.1	-0.19	0.31	-0.08	-0.26	-0.7	-0.14	-0.15	-0.03	0.36	0.08	-0.2
Total Permanent Equity	0.15	0.16	0.33	-0.75	0.47	0.18	0.14	0.51	0.22	0.45	0.24	-0.24		0.52	0.06	-0.42	0.44	0.73	0.28	0.21	0.32	-0.05	0.35	-0.48	0.58
Long Term Debt	-0.02	-0.15	-0.16	-0.78	-0.06	0.38	0.0	0.67	-0.37	0.93	-0.02	0.1	0.52		-0.31	-0.63	0.92	0.66	0.14	-0.44	-0.33	0.28	0.7	-0.8	0.84
Property Plant Equipment	0.09	0.16	0.25	0.32	0.16	-0.29	0.07	-0.48	0.3	-0.26	0.18	-0.19	0.06	-0.31		-0.05	-0.44	-0.14	-0.18	0.66	0.6	-0.23	-0.19	0.32	-0.41
Net Tangible Assets	0.58	0.64	-0.08	0.47	-0.08	-0.27	0.56	-0.42	0.57	-0.59	-0.21	0.31	-0.42	-0.63	-0.05		-0.58	-0.38	-0.23	0.25	0.22	-0.25	-0.38	0.6	-0.62
Long Term Debt Total	-0.04	-0.14	-0.06	-0.76	-0.02	0.47	-0.03	0.73	-0.4	0.78	0.18	-0.08	0.44	0.92	-0.44	-0.58		0.67	0.43	-0.62	-0.48	0.27	0.49	-0.83	0.93
Capital Surpluse	0.41	0.34	0.38	-0.88	0.48	0.41	0.42	0.72	0.12	0.56	0.38	-0.26	0.73	0.66	-0.14	-0.38	0.67		0.39	0.01	0.02	0.18	0.54	-0.53	0.76
Long Term Investments	-0.12	-0.02	0.29	-0.31	0.41	0.0	-0.13	0.22	0.0	-0.18	0.78	-0.7	0.28	0.14	-0.18	-0.23	0.43	0.39		-0.27	-0.19	-0.06	-0.31	-0.36	0.57
Short Term Debt	0.33	0.36	0.48	0.09	0.47	-0.38	0.33	-0.3	0.61	-0.34	0.13	-0.14	0.21	-0.44	0.66	0.25	-0.62	0.01	-0.27		0.82	-0.16	-0.08	0.49	-0.47
Short Long Term Debt	0.34	0.31	0.37	0.13	0.35	-0.27	0.34	-0.22	0.47	-0.26	0.1	-0.15	0.32	-0.33	0.6	0.22	-0.48	0.02	-0.19	0.82		-0.05	0.02	0.55	-0.42
Cash And Equivalents	0.1	-0.1	-0.14	-0.19	0.07	0.19	0.12	0.28	-0.22	0.27	-0.11	-0.03	-0.05	0.28	-0.23	-0.25	0.27	0.18	-0.06	-0.16	-0.05		0.44	0.06	0.12
Net Invested Capital	0.2	0.0	-0.23	-0.52	-0.15	0.2	0.22	0.4	-0.22	0.77	-0.33	0.36	0.35	0.7	-0.19	-0.38	0.49	0.54	-0.31	-0.08	0.02	0.44		-0.24	0.38
Capital Stock	0.25	0.23	0.06	0.74	-0.07	-0.27	0.25	-0.56	0.27	-0.69	-0.11	0.08	-0.48	-0.8	0.32	0.6	-0.83	-0.53	-0.36	0.49	0.55	0.06	-0.24		-0.88
Current Deferred Revenue	-0.11	-0.15	0.17	-0.87	0.15	0.42	-0.1	0.76	-0.26	0.69	0.3	-0.2	0.58	0.84	-0.41	-0.62	0.93	0.76	0.57	-0.47	-0.42	0.12	0.38	-0.88

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Annaly Return On Tangible Assets

Return On Tangible Assets

0.0102

At this time, Annaly Capital's Return On Tangible Assets are fairly stable compared to the past year.

According to the company disclosure, Annaly Capital Management has a Five Year Return of 11.78%. This is much higher than that of the Mortgage Real Estate Investment Trusts (REITs) sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.

Annaly Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Annaly Capital's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Annaly Capital could also be used in its relative valuation, which is a method of valuing Annaly Capital by comparing valuation metrics of similar companies.

Annaly Capital is currently under evaluation in five year return category among its peers.

Annaly Capital Current Valuation Drivers

We derive many important indicators used in calculating different scores of Annaly Capital from analyzing Annaly Capital's financial statements. These drivers represent accounts that assess Annaly Capital's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Annaly Capital's important valuation drivers and their relationship over time.

	2020	2021	2022	2023	2024	2025 (projected)
Market Cap	12.0B	11.2B	8.7B	9.6B	9.5B	6.8B
Enterprise Value	17.7B	16.9B	15.9B	22.5B	30.7B	32.2B

Annaly Capital ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Annaly Capital's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Annaly Capital's managers, analysts, and investors.

Environmental

Governance

Social

Annaly Fundamentals

	Return On Equity	0.0842
	Return On Asset	0.0103
	Profit Margin	0.80 %
	Operating Margin	0.90 %
	Current Valuation	103.09 B
	Shares Outstanding	578.36 M
	Shares Owned By Insiders	0.34 %
	Shares Owned By Institutions	60.28 %
	Number Of Shares Shorted	16.65 M
	Price To Earning	2.82 X
	Price To Book	1.11 X
	Price To Sales	9.84 X
	Revenue	1.2 B
	Gross Profit	1.2 B
	EBITDA	(1.6 B)
	Net Income	1.01 B
	Cash And Equivalents	1.58 B
	Cash Per Share	4.80 X
	Total Debt	750 M
	Debt To Equity	5.82 %
	Current Ratio	0.25 X
	Book Value Per Share	19.14 X
	Cash Flow From Operations	3.31 B
	Short Ratio	2.43 X
	Earnings Per Share	1.62 X
	Price To Earnings To Growth	(3.61) X
	Target Price	21.05
	Beta	1.59
	Market Capitalization	12.28 B
	Total Asset	103.56 B
	Retained Earnings	(13.17 B)
	Annual Yield	0.12 %
	Five Year Return	11.78 %
	Net Asset	103.56 B
	Last Dividend Paid	2.6

About Annaly Capital Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Annaly Capital Management's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Annaly Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Annaly Capital Management based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for Annaly Stock Analysis

When running Annaly Capital's price analysis, check to measure Annaly Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Annaly Capital is operating at the current time. Most of Annaly Capital's value examination focuses on studying past and present price action to predict the probability of Annaly Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Annaly Capital's price. Additionally, you may evaluate how the addition of Annaly Capital to your portfolios can decrease your overall portfolio volatility.

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