NLY — Stock Film
STOCK FILMSCENE 1/11NLY · $23.01
Stock Expert AI presents
NLY
Annaly Capital Management, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Annaly Capital Management, Inc. A quick introduction.

On the stock market since 1997, it operates in the world of real estate. It has 212 employees. Now — the numbers.

on the stock market since 1997
212 employees
$17B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $30 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 30%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
88%Bank Servicing
Bank Servicing 88%Interests in Mortgage Servicing Rights 12%
88% of all revenue comes from a single line: Bank Servicing.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 73% a year over the last 4 years. Red columns mark years that ended in a loss.

$751.4M
2021
$4.1B
2022
$5.6B
2023
$6.4B
2024
$6.7B
2025
Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
7 / 8
EXPECTATIONS MET OR BEATEN
7
Oct 2024
Jan 2025
Apr 2025
Jul 2025
Oct 2025
Jan 2026
Apr 2026
Jul 2026
7 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
79
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
5
very weak

For a bank, strength is measured by capital buffers and reserves — not cash minus debt.

VALUATION
42
weak

Clearly below the class average.

GROWTH
30
very weak

Clearly below the class average.

PRICE MOMENTUM
46
weak

Clearly below the class average.

WORTH WATCHING

Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.

Growth: Sales growth trails the sector average.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 35% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 30% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

3
THE BRIGHT SIDE · 3/3
Pays a steady dividend

It pays out $2.85 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 5/100.

2
THE RISKS · 2/3
Growth trails the sector

The growth engine is running at low revs right now. Report-card grade: 30/100.

3
THE RISKS · 3/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 42/100.

FINALE · THE GRADE
D
0 / 100 · MoonshotScore

On our five-subject report card, NLY sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: NLY is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Jul 25, 2026 · stockexpertai.com · Stock Film