H2O America vs Annaly Capital Management, Inc. — how do they compare? H2O America trades at $58.48 (market cap $2.43B), while Annaly Capital Management, Inc. trades at $18.3 (market cap $13.77B). The key difference: Annaly Capital Management, Inc. is far larger — about 5.7× H2O America's 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 H2O America for 40 Days and Annaly Capital Management, Inc. for 91 Days on average.
| HTO | NLY | |
|---|---|---|
Market Cap | $2.43B | $13.77B |
Volume | 593,883 | 21,283,879 |
Sector | Utilities | Real Estate |
52-Week High | $65.43 | $24.40 |
52-Week Low | $44.44 | $17.93 |
Typical Hold Time | 40 Days | 91 Days |
Enterprise Value | $4.22B | $135.80B |
Dividend Yield | 3.03% | 16.42% |
Signals from Pluang's Aura AI — not financial advice
HTO trades at $58.07, up 0.16% with a bearish technical signal despite bullish oscillators. The company shows solid fundamentals with 12.91% net income margin and recent earnings beats in Q1 and Q2 2026. Recent acquisitions in Texas signal growth ambitions, though cash flow trends show heavy investing activity. Analyst consensus remains strongly bullish with 83% buy ratings and $66.50 price target.
The stock offers potential upside to analyst targets but faces execution risks from recent acquisitions and dilution concerns. Strong institutional interest from BlackRock and others supports the growth story, though technical weakness and high investing cash outflows warrant monitoring. The Dividend King status provides income stability amid expansion efforts.
NLY trades at $18.27, up 1.9% with strong recent earnings beats (Q2 2026 EPS of $0.79 vs. $0.751 expected). The stock shows bearish technical signals but attractive valuation with P/E of 4.41 and P/B of 0.91. Recent news highlights the 14.7% dividend yield and portfolio expansion to $107 billion in 2026. Cash flow trends show improving net cash flow from $550M in 2025 to projected $853M in 2026.
NLY presents a high-yield opportunity with sustainable dividends supported by strong portfolio growth, though technical indicators signal caution. The stock trades at a discount to analyst consensus target of $22.00 (57% buy ratings). Key risks include interest rate sensitivity and mortgage spread volatility, but fundamental strength supports the current yield.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
No sentiment data available yet.
Latest headlines on both assets
H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →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 →