Samsara Inc vs Annaly Capital Management, Inc. — how do they compare? Samsara Inc trades at $36.78 (market cap $22.46B), while Annaly Capital Management, Inc. trades at $22.61 (market cap $16.63B). The key difference: Samsara Inc is the larger of the two by market cap, and Annaly Capital Management, Inc. pays a 13.22% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | NLY | |
|---|---|---|
Market Cap | $22.46B | $16.63B |
Sector | Technology | Financials |
52-Week High | $45.22 | $24.40 |
52-Week Low | $24.25 | $19.96 |
Enterprise Value | $21.73B | — |
Dividend Yield | — | 13.22% |
Signals from Pluang's Aura AI — not financial advice
Samsara (IOT) trades at $38.55, up 0.6% with strong technical momentum and bullish analyst sentiment. The stock shows robust earnings momentum with three consecutive quarterly beats, while revenue growth accelerated to $1.7B in 2026 with positive net income of $58M. Technical indicators show bullish moving averages despite overbought RSI readings, with key resistance at $39-$41. Recent product launches including AI agentic tools and tracking labels demonstrate continued innovation in connected operations.
The outlook remains positive with 78% analyst buy ratings and $44.40 consensus target offering 15% upside. However, elevated valuations (P/E 383) and negative 2025 cash flow (-$59M) present risks. Growth sustainability depends on maintaining large customer momentum and margin expansion amid AI investments. The stock presents a growth opportunity but requires monitoring of execution and valuation compression risks.
NLY trades at $22.73, down 1.22% today, with a bullish technical signal and strong earnings beat history. The stock shows a low P/E of 7.42 and a 13% dividend yield, supported by recent analyst upgrades. Revenue grew to $2.24B in 2025, with net income margin at 91.17%, though cash flow from operations declined to $693M. The consensus price target is $24.80, implying 9% upside.
Outlook remains positive given earnings momentum and high yield, but risks include interest rate sensitivity and elevated debt-to-asset ratio of 23.55. Institutional sentiment is bullish with 57% buy ratings, though macroeconomic shifts could pressure mortgage REIT performance.
Trailing returns across standard periods
Latest headlines on both assets
Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →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 →