MPLX LP vs Annaly Capital Management, Inc. — how do they compare? MPLX LP trades at $56.78 (market cap $58.11B), while Annaly Capital Management, Inc. trades at $18.11 (market cap $13.77B). The key difference: MPLX LP is far larger — about 4.2× Annaly Capital Management, Inc.'s market cap, and Annaly Capital Management, Inc. pays the higher dividend (16.42%). Which is the better fit depends on your goals.
| MPLX | NLY | |
|---|---|---|
Market Cap | $58.11B | $13.77B |
Volume | 687,483 | 21,283,879 |
Sector | Energy | Real Estate |
52-Week High | $60.51 | $24.40 |
52-Week Low | $47.80 | $17.93 |
Enterprise Value | $83.22B | $135.80B |
Dividend Yield | 7.51% | 16.42% |
Typical Hold Time | — | 92 Days |
Signals from Pluang's Aura AI — not financial advice
MPLX trades at $56.86, down 0.33% with a bearish technical signal. The company maintains strong fundamentals with $11.47B revenue and 40.45% net margin, though recent earnings missed expectations. Analyst consensus remains bullish with a $63.80 price target, supported by stable cash flow and dividend payments. Technical indicators show mixed signals with RSI neutral but ADX suggesting selling pressure.
MPLX offers value with a 12.33 P/E ratio and strong profitability metrics, but faces headwinds from recent earnings misses and energy market volatility. The stock presents income appeal with dividend coverage, though investors should monitor execution on future earnings and energy price sensitivity.
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.
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MPLX LP is a Master Limited Partnership (MLP) formed by Marathon Petroleum Corporation (MPC). It is a diversified, growth-oriented company primarily engaged in the gathering, processing, and transportation of natural gas and natural gas liquids (NGLs), as well as the transportation, storage, and distribution of crude oil and refined petroleum products. MPLX owns and operates a network of midstream energy infrastructure assets, providing essential services to the energy industry across the United States.
Read more on MPLX →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 →