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Compare Annaly Capital Management, Inc. (NLY) vs Super Micro Computer Inc (SMCI) Price & Performance

Annaly Capital Management, Inc.Trade
Super Micro Computer IncTrade

Price performance (Past 24H)

Key statistics

Annaly Capital Management, Inc. vs Super Micro Computer Inc — how do they compare? Annaly Capital Management, Inc. trades at $18.3 (market cap $13.77B), while Super Micro Computer Inc trades at $41.86 (market cap $28.10B). The key difference: Super Micro Computer Inc is far larger — about 2× Annaly Capital Management, Inc.'s market cap, and Annaly Capital Management, Inc. pays a 16.42% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Annaly Capital Management, Inc. for 91 Days and Super Micro Computer Inc for 19 Days on average.

NLYSMCI
Market Cap
$13.77B$28.10B
Volume
21,283,87938,581,805
Sector
Real EstateTechnology
52-Week High
$24.40$55.04
52-Week Low
$17.93$20.53
Typical Hold Time
91 Days19 Days
Enterprise Value
$135.80B$33.56B
Dividend Yield
16.42%—

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Annaly Capital Management, Inc.

NLY trades at $18.27, up 1.9% with strong earnings momentum after beating estimates for three consecutive quarters. The stock offers a compelling 16.4% dividend yield with a recent increase to $0.75 per share. Valuation appears attractive with a P/E of 4.41 and P/B of 0.91, though technical indicators show bearish momentum. The company has demonstrated portfolio expansion from $73B in 2023 to $107B in 2026, driving earnings growth.

NLY presents a high-yield opportunity with discounted valuation and consistent earnings beats, but faces interest rate sensitivity and technical headwinds. The 57% analyst buy rating and $22 consensus target suggest 20% upside potential, though investors must weigh the attractive yield against mortgage REIT volatility and recent price weakness.

Super Micro Computer Inc

Super Micro Computer (SMCI) trades at $42.77, down 4.85% on the day, with strong fundamental performance including three consecutive quarterly earnings beats and robust revenue growth projections. The stock shows a bullish technical signal with support at $42 and resistance at $44, while maintaining attractive valuation metrics with a P/E of 13.12 and P/S of 0.76. Recent news highlights AI-driven order growth and successful NVIDIA Vera Rubin platform shipments.

SMCI presents a compelling value opportunity with strong AI infrastructure positioning and solid financials, though investors face risks from ongoing DOJ investigation and AI market volatility. Analyst consensus leans cautious with 56% hold ratings despite $42.33 price target near current levels, suggesting balanced risk-reward profile for growth-oriented investors.

Returns comparison

Trailing returns across standard periods

Investor sentiment on Pluang

What Pluang investors did over the last 30 days

NLY
70% Buy30% Sell
Avg holding period · 91 Days
SMCI
47% Buy53% Sell
Avg holding period · 19 Days

Top news

Latest headlines on both assets

About Annaly Capital Management, Inc.

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 →

About Super Micro Computer Inc

Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.

Read more on SMCI →