Annaly Capital Management, Inc. vs ThredUp Inc — how do they compare? Annaly Capital Management, Inc. trades at $18.3 (market cap $13.77B), while ThredUp Inc trades at $2.48 (market cap $308.63M). The key difference: Annaly Capital Management, Inc. is far larger — about 44.6× ThredUp Inc's market cap, and Annaly Capital Management, Inc. pays a 16.42% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Annaly Capital Management, Inc. for 91 Days and ThredUp Inc for 29 Days on average.
| NLY | TDUP | |
|---|---|---|
Market Cap | $13.77B | $308.63M |
Volume | 21,283,879 | 3,024,364 |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $24.40 | $9.41 |
52-Week Low | $17.93 | $2.12 |
Typical Hold Time | 91 Days | 29 Days |
Enterprise Value | $135.80B | $306.81M |
Dividend Yield | 16.42% | — |
Signals from Pluang's Aura AI — not financial advice
NLY trades at $18.30, up 2.06% today, with a bearish technical signal from moving averages but oversold RSI readings. The stock shows strong profitability with a 92.77% net income margin and a low P/E of 4.41. Recent earnings have consistently beaten estimates, and the company maintains a high dividend yield near 15%, supported by a $0.75 quarterly payout announced for Q3 2026.
The outlook is mixed: attractive valuation and high yield offer upside potential, but significant cash flow volatility and rising debt-to-asset ratio pose risks. Analyst consensus is bullish with a $22.00 price target, yet technical weakness and interest rate sensitivity warrant caution for near-term performance.
ThredUp (TDUP) trades at $2.48, up 11.71% in the last session, yet remains in a bearish technical trend. The company reported record Q2 2026 revenue of $90.8 million, up 17% year-over-year, but missed EPS estimates and cut full-year revenue guidance. Despite a high gross margin of 79.52%, it posted a net loss margin of -6.65% and negative ROE. Analyst consensus is 57% buy, but recent news highlights a fraud investigation and promotional headwinds.
The outlook is mixed: strong revenue growth and a dominant position in online resale offer upside, but persistent losses, weak guidance, and legal risks pose significant challenges. Investors should weigh the bullish analyst ratings against fundamental weaknesses and recent stock volatility.
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 →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →