Kingsoft Cloud Holdings Limited vs Annaly Capital Management, Inc. — how do they compare? Kingsoft Cloud Holdings Limited trades at $11.77 (market cap $3.53B), while Annaly Capital Management, Inc. trades at $23.21 (market cap $17.44B). The key difference: Annaly Capital Management, Inc. is far larger — about 4.9× Kingsoft Cloud Holdings Limited's market cap, and Annaly Capital Management, Inc. pays a 12.96% dividend while Kingsoft Cloud Holdings Limited pays none. Which is the better fit depends on your goals.
| KC | NLY | |
|---|---|---|
Market Cap | $3.53B | $17.44B |
Sector | Technology | Financials |
52-Week High | $18.21 | $24.40 |
52-Week Low | $8.58 | $20.21 |
Enterprise Value | $3.84B | — |
Dividend Yield | — | 12.96% |
Signals from Pluang's Aura AI — not financial advice
Kingsoft Cloud (KC) trades at $12.33, up 1.48% with a bullish technical signal despite negative profitability. The company shows strong revenue growth momentum with Q1 2026 revenue increasing 37% year-over-year, though net margins remain negative at -9.39%. Recent analyst coverage is overwhelmingly positive with 70% buy ratings, driven by AI cloud growth where AI now represents over half of public cloud revenue.
The outlook remains cautiously optimistic as KC trades at attractive valuations (P/S 2.26x) with significant AI-driven growth potential, but investors face execution risks from heavy capital expenditures and persistent profitability challenges. The upcoming Q2 2026 earnings report on August 19 will be critical for validating the AI growth narrative.
No Aura AI signal available yet.
Trailing returns across standard periods
Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →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 →