Main Street Capital Corporation vs Annaly Capital Management, Inc. — how do they compare? Main Street Capital Corporation trades at $54.2 (market cap $5.09B), while Annaly Capital Management, Inc. trades at $18.03 (market cap $13.77B). The key difference: Annaly Capital Management, Inc. is far larger — about 2.7× Main Street Capital Corporation'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 Main Street Capital Corporation for 88 Days and Annaly Capital Management, Inc. for 92 Days on average.
| MAIN | NLY | |
|---|---|---|
Market Cap | $5.09B | $13.77B |
Volume | 524,060 | 21,283,879 |
Sector | Financials | Real Estate |
52-Week High | $64.60 | $24.40 |
52-Week Low | $49.63 | $17.93 |
Typical Hold Time | 88 Days | 92 Days |
Enterprise Value | $7.54B | $135.80B |
Dividend Yield | 5.84% | 16.42% |
Signals from Pluang's Aura AI — not financial advice
MAIN trades at $54.18, down 1.08% on the day, with a bearish technical signal from moving averages and oscillators. The company reported revenue of $592 million and net income of $493 million for 2025, with a net income margin of 83.36%. Recent earnings show mixed results, beating in Q2 2026 but missing in Q1 2026. Analyst consensus is a Hold with a $58.33 price target, indicating modest upside potential.
Outlook: MAIN offers a stable dividend history and strong profitability, but faces headwinds from softening revenue projections for 2026 and negative operating cash flow. Risks include earnings volatility and high valuation multiples. The stock presents a cautious opportunity for income-focused investors, balanced by near-term fundamental pressures.
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
Main Street Capital Corp is an investment firm engaged in providing customized debt and equity financing to lower middle market companies and debt capital to middle market companies. The investment portfolio of the company is typically made to support management buyouts, recapitalizations, growth financings, refinancings and acquisitions of companies that operate in diverse industry sectors. The group invests in secured debt investments, equity investments, warrants and other securities of the lower middle market and middle market companies based in the US. Business is functioned through the U.S region and it derives the majority of the income from the source of fee, commission, and interest.
Read more on MAIN →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 →