Annaly Capital Management, Inc. vs Sunrun Inc — how do they compare? Annaly Capital Management, Inc. trades at $18.41 (market cap $13.51B), while Sunrun Inc trades at $7.68 (market cap $1.83B). The key difference: Annaly Capital Management, Inc. is far larger — about 7.4× Sunrun Inc's market cap, and Annaly Capital Management, Inc. pays a 16.73% dividend while Sunrun Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Annaly Capital Management, Inc. for 92 Days and Sunrun Inc for 16 Days on average.
| NLY | RUN | |
|---|---|---|
Market Cap | $13.51B | $1.83B |
Volume | 18,617,936 | 13,379,830 |
Sector | Real Estate | Energy |
52-Week High | $24.40 | $21.41 |
52-Week Low | $17.93 | $7.59 |
Typical Hold Time | 92 Days | 16 Days |
Enterprise Value | $135.54B | $16.35B |
Dividend Yield | 16.73% | — |
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.
Sunrun (RUN) trades at $7.61, down 2.06% amid broader solar sector weakness. The stock shows bearish technical signals with oversold RSI levels, while fundamentals reveal strong earnings beats but negative operating cash flow. Recent partnerships with Tesla and Voltus highlight growth potential in distributed energy, though high borrowing costs pressure project financing.
Wall Street maintains a bullish consensus with a $16.56 price target (62% buy ratings), but risks include persistent cash burn, interest expense burden, and solar industry headwinds. The stock trades at discounted valuations (P/E 5.18, P/B 0.53) but requires improved profitability to justify analyst optimism.
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 →Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →