Annaly Capital Management, Inc. vs Rent the Runway Inc — how do they compare? Annaly Capital Management, Inc. trades at $23.2 (market cap $17.44B), while Rent the Runway Inc trades at $3.59 (market cap $122.65M). The key difference: Annaly Capital Management, Inc. is far larger — about 142.2× Rent the Runway Inc's market cap, and Annaly Capital Management, Inc. pays a 12.96% dividend while Rent the Runway Inc pays none. Which is the better fit depends on your goals.
| NLY | RENT | |
|---|---|---|
Market Cap | $17.44B | $122.65M |
Sector | Financials | Consumer Cyclical |
52-Week High | $24.40 | $9.39 |
52-Week Low | $20.21 | $3.01 |
Dividend Yield | 12.96% | — |
Enterprise Value | — | $282.75M |
Signals from Pluang's Aura AI — not financial advice
NLY trades at $23.23, up 1.4% with strong technical momentum as moving averages signal bullish sentiment. The stock demonstrates robust fundamentals with a low P/E of 5.59 and impressive 92.77% net income margin, supported by three consecutive quarterly earnings beats. Recent analyst upgrades and institutional buying reflect growing confidence in the mortgage REIT's housing finance strategy and dividend sustainability.
Outlook remains positive with consensus price target of $24.50 offering 5.5% upside potential. Key opportunities include the 13%+ dividend yield and diversified housing finance platform, while risks center on interest rate volatility and the company's high leverage ratio of 23.55. Earnings growth momentum and institutional support provide catalysts for continued appreciation.
Rent the Runway (RENT) trades at $3.60, down 1.1% on the day. The stock shows a bullish technical signal with positive moving averages, while fundamentals reveal a mixed picture: revenue grew to $306.20M in 2025 (company filing, 2025), but net losses persist at -$69.90M. Recent leadership changes, with Teri Bariquit appointed interim CEO (GlobeNewsWire, 2026-05-13), add a layer of transition. The company maintains a high gross margin of 73.81%, yet negative shareholder equity of -$182.50M signals significant financial leverage.
The outlook is cautiously optimistic. A low P/S ratio of 0.2 suggests potential undervaluation if the company can achieve projected profitability in 2026. However, high debt levels, consecutive annual net losses, and execution risks under new leadership pose substantial threats to shareholder value. Analyst sentiment is divided, with a 'Hold' bias reflecting this uncertainty.
Trailing returns across standard periods
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 →Rent the Runway Inc is an e-commerce platform that allows users to rent, subscribe, or buy designer apparel and accessories.
Read more on RENT →