Annaly Capital Management, Inc. vs Redwire Corporation — how do they compare? Annaly Capital Management, Inc. trades at $18.39 (market cap $13.77B), while Redwire Corporation trades at $9.93 (market cap $2.44B). The key difference: Annaly Capital Management, Inc. is far larger — about 5.6× Redwire Corporation's market cap, and Annaly Capital Management, Inc. pays a 16.42% dividend while Redwire Corporation pays none. Which is the better fit depends on your goals — on Pluang, investors hold Annaly Capital Management, Inc. for 92 Days and Redwire Corporation for 18 Days on average.
| NLY | RDW | |
|---|---|---|
Market Cap | $13.77B | $2.44B |
Volume | 21,283,879 | 11,053,212 |
Sector | Real Estate | Industrials |
52-Week High | $24.40 | $25.90 |
52-Week Low | $17.93 | $5.06 |
Typical Hold Time | 92 Days | 18 Days |
Enterprise Value | $135.80B | $1.97B |
Dividend Yield | 16.42% | — |
Signals from Pluang's Aura AI — not financial advice
NLY trades at $17.93, down 2.66% on the day, amid a bearish technical signal despite a low P/E of 4.33 and P/B of 0.89 suggesting undervaluation. The company has beaten EPS estimates for the last three quarters, with Q3 2026 results pending. Strong profitability metrics include a net income margin of 92.77% and ROE of 20.66%. Recent news highlights its high dividend yield near 15% and portfolio expansion, though the stock faces pressure from rising mortgage rates and a negative cash flow from investing activities of -$27.36 billion in 2025.
The outlook is mixed: attractive valuation and consistent earnings beats support upside to the $22.00 consensus price target, but high leverage (debt-to-asset ratio of 23.55 in 2025) and interest rate sensitivity pose significant risks. Investors are compensated with a robust dividend, yet the stock's recent decline reflects concerns over macroeconomic headwinds impacting mortgage REITs.
Redwire Corporation (RDW) trades at $10.24, down 3.58% today, with bearish technical signals despite strong analyst support. The company shows robust revenue growth with $335 million in 2025 and projected $426 million in 2026, though profitability remains challenged with negative net margins. Recent Space Force contract wins and partnerships position RDW in the expanding space infrastructure market, but cash flow concerns persist with negative operating cash flow.
RDW presents a high-risk growth opportunity with 80% analyst buy ratings and a $14.88 consensus target offering 45% upside. However, persistent losses, negative cash flow, and dependence on SpaceX's Starship success create significant volatility. The stock suits aggressive investors betting on space infrastructure growth despite current financial challenges.
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 →Redwire Corporation is a pure-play space infrastructure company that provides a wide range of advanced solutions for the next generation of space exploration and utilization. The company's capabilities span critical space technology, including on-orbit servicing, satellite components, space robotics, and digital engineering. Redwire's products and services are used by civil, commercial, and national security customers to enable missions from low Earth orbit to deep space.
Read more on RDW →