Nebius Group NV vs Annaly Capital Management, Inc. — how do they compare? Nebius Group NV trades at $221.12 (market cap $59.73B), while Annaly Capital Management, Inc. trades at $18.3 (market cap $13.77B). The key difference: Nebius Group NV is far larger — about 4.3× Annaly Capital Management, Inc.'s market cap, and Annaly Capital Management, Inc. pays a 16.42% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and Annaly Capital Management, Inc. for 91 Days on average.
| NBIS | NLY | |
|---|---|---|
Market Cap | $59.73B | $13.77B |
Volume | 21,563,700 | 21,283,879 |
Sector | Technology | Real Estate |
52-Week High | $286.69 | $24.40 |
52-Week Low | $73.87 | $17.93 |
Typical Hold Time | 24 Days | 91 Days |
Enterprise Value | $61.86B | $135.80B |
Dividend Yield | — | 16.42% |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $219.71, down 7.32% over 24 hours amid bearish technical signals. The stock shows mixed fundamentals with strong revenue growth projections ($530M in 2025 to $1.4B in 2026) but thin net margins (3.13%) and elevated valuations (P/E 845). Recent earnings beat expectations in Q1 and Q2 2026, while analyst sentiment remains overwhelmingly bullish with 82% buy ratings and a $288.67 consensus target.
The outlook balances high-growth AI infrastructure demand against execution risks and rich valuations. Near-term support lies at $214, with upside potential to $288 if operational scaling continues. Key risks include competitive pressure, heavy capital expenditure, and insider selling activity noted in recent filings.
NLY trades at $18.27, up 1.9% with strong recent earnings beats (Q2 2026 EPS of $0.79 vs. $0.751 expected). The stock shows bearish technical signals but attractive valuation with P/E of 4.41 and P/B of 0.91. Recent news highlights the 14.7% dividend yield and portfolio expansion to $107 billion in 2026. Cash flow trends show improving net cash flow from $550M in 2025 to projected $853M in 2026.
NLY presents a high-yield opportunity with sustainable dividends supported by strong portfolio growth, though technical indicators signal caution. The stock trades at a discount to analyst consensus target of $22.00 (57% buy ratings). Key risks include interest rate sensitivity and mortgage spread volatility, but fundamental strength supports the current yield.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →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 →