Dell Technologies Inc vs Annaly Capital Management, Inc. — how do they compare? Dell Technologies Inc trades at $460.04 (market cap $295.64B), while Annaly Capital Management, Inc. trades at $23.03 (market cap $16.86B). The key difference: Dell Technologies Inc is far larger — about 17.5× Annaly Capital Management, Inc.'s market cap, and Annaly Capital Management, Inc. pays the higher dividend (13.04%). Which is the better fit depends on your goals.
| DELL | NLY | |
|---|---|---|
Market Cap | $295.64B | $16.86B |
Sector | Technology | Financials |
52-Week High | $466.02 | $24.40 |
52-Week Low | $111.10 | $19.47 |
Enterprise Value | $315.22B | — |
Dividend Yield | 0.55% | 13.04% |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $426.9, down 1.87% on the day, but remains in a bullish technical trend with strong fundamental momentum. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $4.86 significantly exceeding the $2.96 forecast. Revenue for 2025 reached $95.57 billion, with a net income margin improving to 4.8%. Analyst sentiment is overwhelmingly positive, with a consensus price target of $487.06, suggesting substantial upside from current levels.
The outlook for DELL is favorable, driven by its position in AI infrastructure and partnerships with leaders like Nvidia. Key opportunities include projected revenue growth to $134 billion in 2026 and expanding profitability. Risks involve competitive pressures in the PC market, memory chip supply constraints, and macroeconomic sensitivity. The stock presents a compelling growth story, but investors should weigh execution risks against the strong analyst conviction.
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
Latest headlines on both assets
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →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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