FTAI Aviation Ltd vs Annaly Capital Management, Inc. — how do they compare? FTAI Aviation Ltd trades at $168.99 (market cap $17.57B), while Annaly Capital Management, Inc. trades at $18.1 (market cap $13.77B). The key difference: FTAI Aviation Ltd is the larger of the two by market cap, and Annaly Capital Management, Inc. pays the higher dividend (16.42%). Which is the better fit depends on your goals — on Pluang, investors hold FTAI Aviation Ltd for 22 Days and Annaly Capital Management, Inc. for 92 Days on average.
| FTAI | NLY | |
|---|---|---|
Market Cap | $17.57B | $13.77B |
Volume | 1,905,014 | 21,283,879 |
Sector | Industrials | Real Estate |
52-Week High | $310.04 | $24.40 |
52-Week Low | $152.80 | $17.93 |
Typical Hold Time | 22 Days | 92 Days |
Enterprise Value | $20.69B | $135.80B |
Dividend Yield | 1.17% | 16.42% |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $174.83, down 2.57% with a bearish technical signal despite unanimous analyst buy ratings. The company reported strong revenue growth to $2.51B in 2025 but missed Q2 2026 EPS estimates. Recent developments include a $500M share repurchase program and acquisition of 27 Boeing 737-700 aircraft, signaling strategic expansion in aerospace services.
FTAI presents a compelling growth story with 100% analyst buy consensus and $321.25 price target, but faces execution risks from negative operating cash flow and earnings misses. The transition to fee-based management and aerospace expansion offers upside potential, though high valuation multiples and cash flow concerns warrant caution.
NLY trades at $17.93, down 2.66% on the day, with a bearish technical signal driven by moving averages. The stock offers a high dividend yield near 15% and trades below book value (P/B 0.91). Recent earnings have consistently beaten estimates, with Q2 2026 EPS of $0.79 surpassing the $0.751 forecast. The company announced a $0.75 quarterly dividend payable in October 2026.
The outlook balances a discounted valuation and strong dividend against interest rate sensitivity and recent price weakness. Upside exists if earnings growth continues, but the stock faces headwinds from rising mortgage rates and bearish technical momentum. Analyst consensus is bullish with a $22.00 price target, suggesting significant potential appreciation.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →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 →