Annaly Capital Management, Inc. vs VNET Group Inc — how do they compare? Annaly Capital Management, Inc. trades at $22.83 (market cap $17.12B), while VNET Group Inc trades at $6.57 (market cap $1.92B). The key difference: Annaly Capital Management, Inc. is far larger — about 8.9× VNET Group Inc's market cap, and Annaly Capital Management, Inc. pays a 13.2% dividend while VNET Group Inc pays none. Which is the better fit depends on your goals.
| NLY | VNET | |
|---|---|---|
Market Cap | $17.12B | $1.92B |
Sector | Financials | Technology |
52-Week High | $24.40 | $14.03 |
52-Week Low | $20.21 | $6.06 |
Dividend Yield | 13.2% | — |
Enterprise Value | — | $5.48B |
Signals from Pluang's Aura AI — not financial advice
NLY trades at $22.72, down 0.39% today, with a technical bearish signal but strong fundamentals including a P/E of 5.49 and ROE of 20.66%. Recent earnings beats and a $0.75 dividend highlight operational strength, though cash flow volatility and high leverage pose risks.
Outlook remains positive with analyst consensus at Buy (57% of 28 analysts) and a $24.33 price target, offering ~7% upside. Key risks include interest rate sensitivity and debt levels, but diversified mortgage assets and consistent dividend coverage support income appeal.
VNET Group trades at $6.75, up 5.97% today, amid bearish technical signals and mixed fundamentals. The company reported Q2 2026 revenue growth driven by wholesale data center demand but missed earnings expectations with a net loss. Despite a strategic partnership with CATL announced August 2026, negative profit margins and rising leverage remain concerns. Analyst consensus is bullish with 62.5% buy ratings, though technical indicators show selling pressure.
Outlook: Growth potential exists from AI infrastructure demand and new capacity, but high debt and consistent losses pose significant risks. Investors should weigh strong institutional support against fundamental weaknesses and ongoing class action litigation.
Trailing returns across standard periods
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 →VNET Group, formerly 21Vianet, is a leading carrier-neutral data center services provider in China. It operates a dual-core strategy: a large-scale retail business serving over 7,000 enterprise customers and an aggressive wholesale segment (Hyperscale 2.0) designed to meet the high-density power and cooling demands of large-scale AI and cloud platforms.
Read more on VNET →