LyondellBasell Industries NV vs Annaly Capital Management, Inc. — how do they compare? LyondellBasell Industries NV trades at $60.76 (market cap $19.49B), while Annaly Capital Management, Inc. trades at $18.08 (market cap $13.77B). The key difference: LyondellBasell Industries NV 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 LyondellBasell Industries NV for 87 Days and Annaly Capital Management, Inc. for 92 Days on average.
| LYB | NLY | |
|---|---|---|
Market Cap | $19.49B | $13.77B |
Volume | 6,033,396 | 21,283,879 |
Sector | Basic Materials | Real Estate |
52-Week High | $82.38 | $24.40 |
52-Week Low | $42.28 | $17.93 |
Typical Hold Time | 87 Days | 92 Days |
Enterprise Value | $31.08B | $135.80B |
Dividend Yield | 4.57% | 16.42% |
Signals from Pluang's Aura AI — not financial advice
LyondellBasell (LYB) trades at $58.49, down 0.75% on the day, with a bearish technical signal and mixed fundamentals. Recent earnings show volatility, with a Q2 2026 beat but a net loss for 2025. Revenue has declined from $50.5B in 2022 to $30.2B in 2025, though 2026 projects a slight recovery. The stock offers a dividend, but news highlights concerns over dividend sustainability amid sector challenges.
Outlook is cautious; analyst consensus is split with a $69.38 price target suggesting upside, but profitability metrics are weak. Key risks include persistent negative margins, high debt, and chemical sector cyclicality. Investment opportunity hinges on operational turnaround and market recovery, but near-term headwinds prevail.
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
LyondellBasell Industries NV is a petrochemical producer with operations in the U.S. and Europe. It operates in six segments: Olefins and Polyolefins-Americas (O&P-Americas), Olefins and Polyolefins-Europe, Asia, International (O&P-EAI), Intermediates and Derivatives (I&D), Advanced Polymer Solutions (APS), Refining and Technology. The company is a major producer of polyethylene, the world's largest producer of polypropylene, and the second- largest producer of propylene oxide. Its chemicals are used in various consumer and industrial end products. Substantially, all of the company's revenue is derived from product sales.
Read more on LYB →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 →