Annaly Capital Management, Inc. vs Paycom Software Inc — how do they compare? Annaly Capital Management, Inc. trades at $18.41 (market cap $13.51B), while Paycom Software Inc trades at $230.01 (market cap $10.08B). The key difference: Annaly Capital Management, Inc. is the larger of the two by market cap, and Annaly Capital Management, Inc. pays the higher dividend (16.73%). Which is the better fit depends on your goals — on Pluang, investors hold Annaly Capital Management, Inc. for 92 Days and Paycom Software Inc for 84 Days on average.
| NLY | PAYC | |
|---|---|---|
Market Cap | $13.51B | $10.08B |
Volume | 18,617,936 | 481,328 |
Sector | Real Estate | Technology |
52-Week High | $24.40 | $240.52 |
52-Week Low | $17.93 | $113.59 |
Typical Hold Time | 92 Days | 84 Days |
Enterprise Value | $135.54B | $10.86B |
Dividend Yield | 16.73% | 0.67% |
Signals from Pluang's Aura AI — not financial advice
NLY trades at $18.27, down 0.81% on the day, with a bearish technical signal from moving averages but bullish oscillators. The stock shows strong profitability with a 92.77% net income margin and 20.66% ROE, trading below book value at a P/B of 0.89. Recent earnings beats and a high 14.7% dividend yield attract income investors, though the stock faces pressure from rising mortgage rates and volatile cash flows.
The outlook is mixed: analyst consensus is bullish with a $22 price target, but technical weakness and interest rate sensitivity pose risks. The expanding MBS portfolio supports earnings growth, yet high leverage and macroeconomic headwinds require careful monitoring for dividend sustainability and capital appreciation potential.
PAYC stock trades at $223.58, up 0.51% today, with a bullish technical signal from moving averages. The company reported strong Q2 2026 results, beating EPS estimates with 10% revenue growth and raised full-year guidance. Profitability remains robust with a net income margin of 22.78% and ROE of 41.09%. Recent news highlights institutional buying and positive momentum.
Outlook is positive given earnings momentum and raised guidance, but the stock trades above the consensus price target of $207.75, suggesting limited near-term upside. Risks include competitive pressures and reliance on labor market health. Analyst sentiment is mixed with 47% buy ratings versus 50% hold.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →