Nebius Group NV vs Annaly Capital Management, Inc. — how do they compare? Nebius Group NV trades at $218.45 (market cap $46.37B), while Annaly Capital Management, Inc. trades at $22.87 (market cap $16.63B). The key difference: Nebius Group NV is far larger — about 2.8× Annaly Capital Management, Inc.'s market cap, and Annaly Capital Management, Inc. pays a 13.22% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| NBIS | NLY | |
|---|---|---|
Market Cap | $46.37B | $16.63B |
Sector | Technology | Financials |
52-Week High | $286.69 | $24.40 |
52-Week Low | $50.40 | $19.96 |
Enterprise Value | $46.56B | — |
Dividend Yield | — | 13.22% |
Signals from Pluang's Aura AI — not financial advice
NBIS stock surged 22.06% to $216.92 on July 21, 2026, driven by NVIDIA's disclosure of a 9.3% stake, signaling strong AI cloud partnership potential. Despite a bearish technical signal, the company shows robust revenue growth projections, with 2026 net income margin expected at 93.08%. Recent earnings beat expectations in two of the last three quarters, though cash flow trends highlight significant investing outflows.
The outlook is bullish based on analyst consensus and strategic alliances, but risks include high valuation multiples and competitive pressures from tech giants. Investment opportunity centers on AI infrastructure demand, while caution is advised due to volatility and execution risks in scaling operations.
No Aura AI signal available yet.
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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.
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