Marriott International Inc vs Annaly Capital Management, Inc. — how do they compare? Marriott International Inc trades at $366.88 (market cap $96.57B), while Annaly Capital Management, Inc. trades at $22.84 (market cap $16.86B). The key difference: Marriott International Inc is far larger — about 5.7× Annaly Capital Management, Inc.'s market cap, and Annaly Capital Management, Inc. pays the higher dividend (13.04%). Which is the better fit depends on your goals.
| MAR | NLY | |
|---|---|---|
Market Cap | $96.57B | $16.86B |
Sector | Consumer Cyclical | Financials |
52-Week High | $402.54 | $24.40 |
52-Week Low | $255.35 | $19.87 |
Enterprise Value | $113.53B | — |
Dividend Yield | 0.8% | 13.04% |
Signals from Pluang's Aura AI — not financial advice
Marriott International (MAR) trades at $366.84, up 0.16% on the day, with a bearish technical signal from moving averages. The company reported Q1 2026 EPS of $2.72, beating estimates, and maintains a net income margin of 9.72%. Recent developments include the launch of an AI-powered search tool, Ask Bonvoy, and reaching 10,000 properties globally. Cash flow from operations remains strong at $3.21 billion for 2025, though net cash flow was negative $54 million.
The outlook is mixed: analyst consensus targets $387.92 with 44% buy ratings, but high debt levels and negative shareholder equity pose risks. Revenue growth is steady, but valuation multiples like P/E of 38.35 suggest premium pricing. Key risks include hotel owner disputes over the Bonvoy program and macroeconomic sensitivity to travel demand.
NLY trades at $23.01, down 1.75% on the day, with a bullish technical signal from moving averages and ADX indicators. The stock shows strong earnings momentum, beating estimates for three consecutive quarters, and offers a high dividend yield of approximately 13%. Recent news highlights its inclusion in top dividend picks and positive earnings expectations for Q2 2026. The company's net income margin remains robust at 91.17%, though cash flow from operations declined in 2025.
Outlook: NLY presents a compelling income opportunity with its high yield and earnings growth potential, supported by a majority analyst buy rating. Key risks include sensitivity to interest rate changes and high leverage, with debt-to-asset ratio rising to 23.55 in 2025. Investors should weigh the attractive dividend against macroeconomic uncertainties affecting mortgage REITs.
Trailing returns across standard periods
Latest headlines on both assets
Marriott International Inc. of Maryland is a worldwide operator and franchisor of hotels. The Company franchises lodging facilities and vacation timesharing resorts under various brand names. Marriott also provides services to home and condominium owner associations for projects associated with several of its brands.
Read more on MAR →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 →