CSX Corporation vs Annaly Capital Management, Inc. — how do they compare? CSX Corporation trades at $47.37 (market cap $86.70B), while Annaly Capital Management, Inc. trades at $18.41 (market cap $13.51B). The key difference: CSX Corporation is far larger — about 6.4× Annaly Capital Management, Inc.'s market cap, and Annaly Capital Management, Inc. pays the higher dividend (16.73%). Which is the better fit depends on your goals — on Pluang, investors hold CSX Corporation for 55 Days and Annaly Capital Management, Inc. for 92 Days on average.
| CSX | NLY | |
|---|---|---|
Market Cap | $86.70B | $13.51B |
Volume | 6,811,485 | 18,617,936 |
Sector | Industrials | Real Estate |
52-Week High | $53.21 | $24.40 |
52-Week Low | $33.68 | $17.93 |
Typical Hold Time | 55 Days | 92 Days |
Enterprise Value | $104.66B | $135.54B |
Dividend Yield | 1.2% | 16.73% |
Signals from Pluang's Aura AI — not financial advice
CSX trades at $47.34, down 0.34% today, with a bearish technical signal from moving averages. Recent earnings show mixed quarterly results, beating in Q1 and Q2 2026 but missing in Q4 2025. Revenue has declined from $14.9B in 2022 to $14.1B in 2025, though net income margin remains strong at 22.21%. Analyst consensus is bullish with a $51.00 price target, supported by institutional buying and positive news on dividend sustainability.
The outlook for CSX hinges on reversing revenue declines and executing on projected 2026 growth. Risks include competitive pressures and economic sensitivity, but strong profitability and analyst support offer upside. Investors should weigh valuation premiums against operational resilience in the freight sector.
NLY trades at $18.27, down 0.81% on the day, with a bearish technical signal from moving averages but bullish oscillators. The stock shows strong profitability with a 92.77% net income margin and 20.66% ROE, trading below book value at a P/B of 0.89. Recent earnings beats and a high 14.7% dividend yield attract income investors, though the stock faces pressure from rising mortgage rates and volatile cash flows.
The outlook is mixed: analyst consensus is bullish with a $22 price target, but technical weakness and interest rate sensitivity pose risks. The expanding MBS portfolio supports earnings growth, yet high leverage and macroeconomic headwinds require careful monitoring for dividend sustainability and capital appreciation potential.
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Operating in the Eastern United States, Class I railroad CSX generated revenue near $12.5 billion in 2021. On its more than 21,000 miles of track, CSX hauls shipments of coal (13% of consolidated revenue), chemicals (22%), intermodal containers (16%), automotive cargo (9%), and a diverse mix of other bulk and industrial merchandise.
Read more on CSX →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.
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