JBS N.V. Class A Common Shares vs Annaly Capital Management, Inc. — how do they compare? JBS N.V. Class A Common Shares trades at $13 (market cap $13.86B), while Annaly Capital Management, Inc. trades at $18.22 (market cap $13.69B). The key difference: JBS N.V. Class A Common Shares and Annaly Capital Management, Inc. are close in size by market cap, and Annaly Capital Management, Inc. pays the higher dividend (16.52%). Which is the better fit depends on your goals — on Pluang, investors hold JBS N.V. Class A Common Shares for 0 Days and Annaly Capital Management, Inc. for 92 Days on average.
| JBS | NLY | |
|---|---|---|
Market Cap | $13.86B | $13.69B |
Volume | 4,980,049 | 11,361,415 |
Sector | Consumer Staples | Real Estate |
52-Week High | $18.42 | $24.40 |
52-Week Low | $10.86 | $17.93 |
Typical Hold Time | 0 Days | 92 Days |
Enterprise Value | $34.83B | $135.72B |
Dividend Yield | 10.38% | 16.52% |
Signals from Pluang's Aura AI — not financial advice
JBS trades at $12.93, up 0.54% today, with a neutral technical signal and strong analyst buy consensus. The stock shows attractive valuation with a P/E of 12.08 and P/S of 0.47, though recent quarterly EPS misses and a declining profit margin to 1.22% in 2026 highlight earnings pressure. Recent news includes a proposal to acquire full control of Pilgrim's Pride and a joint venture in Southeast Asia, indicating strategic expansion.
The outlook is mixed: analyst targets suggest ~40% upside to $18.17, but risks include execution on acquisitions, margin compression, and volatile beef markets. Cash flow turned positive in 2026 projections, supporting growth initiatives, yet debt levels and competitive pressures warrant caution for investors seeking stability.
Annaly Capital Management (NLY) trades at $18.16, down 0.71% with a bearish technical outlook despite strong fundamentals. The mortgage REIT shows robust profitability with 92.77% net income margin and 20.66% ROE, trading below book value at P/B of 0.91. Recent earnings beats and a $0.75 quarterly dividend yielding approximately 16.5% highlight income appeal, though cash flow volatility and rising leverage pose concerns.
NLY presents a high-yield opportunity with significant analyst upside to $22 consensus target, but faces headwinds from interest rate sensitivity and portfolio expansion risks. The stock's attractive valuation and dividend sustainability must be weighed against mREIT sector volatility and the company's substantial debt load increasing to 23.55 debt-to-asset ratio in 2025.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
JBS N.V. is a protein-processing company producing beef, pork, poultry, lamb, fish, and plant-based products, headquartered in São Paulo and Amsterdam. It operates more than 250 production facilities across over 16 countries under brands including Friboi, Seara, Swift, and Pilgrim's, and is the majority shareholder of Pilgrim's Pride Corporation.
Read more on JBS →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 →