COMPARE · Data as of August 28, 2026
ARR vs NLY
Verdict: Side-by-side breakdown using the Bull Rankings model. ARR scored 63.0, NLY scored 70.0 — NLY leads.
Compare another set
ARR
ARMOUR Residential REIT, Inc.
76.6Fin
$16.32 · $2.3B
fundamentals as of
Strength gap
4.0
ARR leads
NLY
Annaly Capital Management, Inc.
72.6Fin
$23.04 · $17.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Strongest balance sheetNLY7.38
Side by side · every name on one set of axes
Fundamentals, head-to-head
ARR
NLY
17.8%C+
Yield
13.0%C+
—
Rev
+87.3%A
7.57D
D/E
7.38D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
ARRARMOUR Residential REIT, Inc.
Why now
REIT - Mortgage · market cap $2.3b. 15% off the 52-week high of $19.31. 4 sell-side analysts publish a mean 1-yr target of $18.38 (implying +13% upside).
Moat
Net margin 88% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 7.57 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
NLYAnnaly Capital Management, Inc.
Why now
REIT - Mortgage · market cap $17.4b. 6% off the 52-week high of $24.52. Revenue growing +87% — in hypergrowth territory. 11 sell-side analysts publish a mean 1-yr target of $24.23 (implying +5% upside).
Moat
Net margin 91% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 7.38 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.