Cipher Mining Inc vs Annaly Capital Management, Inc. — how do they compare? Cipher Mining Inc trades at $19.36 (market cap $8.13B), while Annaly Capital Management, Inc. trades at $23.35 (market cap $16.86B). The key difference: Annaly Capital Management, Inc. is far larger — about 2.1× Cipher Mining Inc's market cap, and Annaly Capital Management, Inc. pays a 13.04% dividend while Cipher Mining Inc pays none. Which is the better fit depends on your goals.
| CIFR | NLY | |
|---|---|---|
Market Cap | $8.13B | $16.86B |
Sector | Basic Materials | Financials |
52-Week High | $29.18 | $24.40 |
52-Week Low | $4.72 | $19.47 |
Enterprise Value | $12.16B | — |
Dividend Yield | — | 13.04% |
Signals from Pluang's Aura AI — not financial advice
CIFR trades at $20.085, down 9.16% over 24 hours, reflecting bearish technical signals despite unanimous analyst buy ratings. The company is transitioning from Bitcoin mining to AI data center operations, evidenced by a $11.4B contracted revenue backlog but faces significant financial strain with a -427.79% net income margin and negative cash flow from operations. Recent news highlights volatility driven by AI infrastructure developments and capital raises.
The outlook hinges on successful execution of its AI data center pivot, offering substantial upside to the $32.81 consensus price target, but high valuation multiples and persistent losses pose near-term risks. Investors must weigh transformative growth potential against cash burn and execution challenges in a competitive sector.
NLY trades at $22.53, down 1.44% on the day, with a bullish technical signal from moving averages and strong earnings beats in recent quarters. The stock shows a P/E of 7.27 and P/B of 1.14, trading below the consensus price target of $24.40. Recent news highlights earnings growth potential and a dividend of $0.75 payable in July 2026, supported by a net income margin of 91.17% in 2025.
Outlook remains positive with analyst consensus favoring Buy ratings (57%), though risks include interest rate sensitivity and high leverage. The stock offers value with earnings momentum, but investors should monitor debt levels and Federal Reserve policy impacts on mortgage REITs.
Trailing returns across standard periods
Cipher Mining is an industrial-scale technology company focused on Bitcoin mining infrastructure. It develops and operates data centers in the US designed to strengthen the Bitcoin network and support decentralized finance.
Read more on CIFR →Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →