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OverviewAnalysisPriceRevenueEarningsP/ERatiosDividendTargets

Annaly Capital Management, Inc. (NLY) Quarterly Financial Ratios

Last 47 quarters of trend data · Real Estate · REIT - Mortgage

← View 30-Year Annual Ratios

Valuation Multiples

Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.

Annaly Capital Management, Inc.'s quarterly P/E stands at 4.0x, down 31.9% year-over-year — suggesting improving earnings relative to price. EV/EBITDA has expanded 177.9% YoY to 13.4x, reflecting rising market expectations or slowing EBITDA growth.

MetricTTMQ4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23
P/E Ratio →7.673.994.21147.4933.855.87104.53—5.79——18.84—
—-31.9%-96.0%—+484.5%——————+602.9%—
P/S Ratio2.402.171.931.632.011.342.081.451.631.671.351.882.10
—+62.4%-7.1%+12.6%+22.9%-19.8%+54.2%-22.8%-22.2%+34.4%-29.2%-34.2%-67.1%
P/B Ratio0.890.960.840.870.910.820.830.850.860.850.870.830.79
—+16.9%+1.5%+2.3%+6.4%-3.6%-5.0%+1.9%+9.2%-1.7%+29.3%+2.5%-12.4%
P/FCF—8.24—20.59—0.99—6.702.096.361.382.58—
—+735.3%—+207.2%—-84.5%—+159.9%—-84.8%+69.8%-51.3%—
EV / EBITDA18.3213.424.977.847.254.835.745.903.9832.7510.154.51—
—+177.9%-13.4%+32.9%+82.2%-85.3%-43.5%+30.7%——-64.8%+15.4%—
EV / EBIT18.3313.434.997.907.304.835.775.954.0032.7810.304.54—
—+177.9%-13.6%+32.8%+82.8%-85.3%-44.0%+31.0%——-66.4%+12.9%—

Profitability

Quarterly margins and returns. Watch for margin compression across consecutive quarters.

Annaly Capital Management, Inc.'s operating margin was 130.5% in Q4 2025, up 2.2 pp QoQ and up 46.7 pp YoY. This marks the 3rd consecutive quarter of margin expansion, signaling a sustained improvement in operating efficiency. The trailing four-quarter average of 102.3% lags the current quarter, suggesting the recent improvement is above-trend.

Margins

MetricTTMQ4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23
Gross Margin99.9%99.9%99.0%99.0%98.8%99.9%98.9%98.9%99.1%99.9%99.2%98.9%99.1%
—-0.0%+0.2%+0.1%-0.3%+0.0%-0.3%-0.1%-0.0%-0.0%+0.1%+0.6%+1.5%
Operating Margin102.6%130.5%128.3%67.4%83.1%83.8%103.5%68.5%103.6%45.1%28.4%85.7%-2.6%
—+55.8%+24.0%-1.5%-19.9%+85.8%+264.4%-20.1%+4015.2%+526.9%+119.9%-37.4%-100.5%
Net Margin30.3%56.7%51.1%3.2%8.3%24.7%5.3%-0.6%30.7%-27.8%-32.6%12.7%-75.7%
—+129.4%+859.2%+653.8%-72.8%+188.8%+116.3%-104.5%+140.5%+37.7%-14.7%-88.4%-115.1%

Return on Capital

MetricTTMQ4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23
ROE14.1%6.5%5.8%0.4%1.0%3.8%0.6%-0.1%4.1%-3.7%-5.0%1.4%-7.3%
—+70.3%+947.4%+616.2%-76.2%+204.2%+111.2%-105.9%+155.9%+53.9%-99.5%-81.7%-144.3%
ROA1.7%0.8%0.7%0.1%0.1%0.5%0.1%-0.0%0.5%-0.4%-0.6%0.2%-1.0%
—+64.9%+927.2%+615.7%-76.2%+206.5%+110.8%-105.4%+150.1%+58.4%-81.5%-83.6%-137.9%
ROIC6.4%2.1%3.7%2.3%2.6%3.7%3.2%3.1%2.1%0.9%1.7%4.1%-0.0%
—-44.7%+16.6%-23.4%+26.7%+313.8%+87.4%-25.3%+4651.1%+376.2%+243.0%-1.5%-100.6%

Leverage & Debt

Quarterly solvency trend — watch for debt spikes or covenant pressure.

Annaly Capital Management, Inc.'s Debt/EBITDA ratio is 47.9x, up from 14.0x last quarter — elevated, raising questions about debt serviceability.

MetricTTMQ4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23Q3 '23Q2 '23Q1 '23
Debt / Equity6.926.921.961.981.871.691.581.561.346.841.060.910.82
—+309.8%+24.6%+26.9%+39.0%-75.3%+49.4%+72.1%+64.5%+13.7%+27.2%+22.7%+0.7%
Debt / EBITDA16.2847.9114.0321.9619.6413.1115.2215.479.83118.3822.669.49—
—+265.4%-7.8%+41.9%+99.8%-88.9%-32.8%+63.0%——-67.6%+25.9%—
Current Ratio0.030.030.04—————————0.76
————————————+247.4%
Quick Ratio0.030.030.04—————————0.88
————————————+62.3%
Interest Coverage1.421.761.661.051.131.421.061.001.420.630.471.18-0.04
—————————————

Download Financial Ratios Data

Includes 30+ ratios · 47 years · Updated daily

Full NLY Stock Analysis

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NLY — Frequently Asked Questions

Quick answers to the most common questions about buying NLY stock.

What is Annaly Capital Management, Inc.'s quarterly P/E ratio trend?

Annaly Capital Management, Inc.'s current P/E is 7.7x. The average P/E over the last 4 quarters is 47.4x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.

How do Annaly Capital Management, Inc.'s margins change by quarter?

Annaly Capital Management, Inc.'s current operating margin is 102.6%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.

Why look at NLY quarterly ratios instead of annual?

Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Annaly Capital Management, Inc.'s business trajectory between earnings reports.

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