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Side-by-side financial comparison of ANNALY CAPITAL MANAGEMENT INC (NLY) and NexPoint Residential Trust, Inc. (NXRT). Click either name above to swap in a different company.
ANNALY CAPITAL MANAGEMENT INC is the larger business by last-quarter revenue ($366.6M vs $62.1M, roughly 5.9× NexPoint Residential Trust, Inc.). On growth, ANNALY CAPITAL MANAGEMENT INC posted the faster year-over-year revenue change (95.7% vs -2.7%). Over the past eight quarters, ANNALY CAPITAL MANAGEMENT INC's revenue compounded faster (14.8% CAGR vs -4.1%).
Annaly Capital Management, Inc. is one of the largest mortgage real estate investment trusts. It is organized in Maryland with its principal office in New York City.
NexPoint Residential Trust, Inc. is a publicly traded real estate investment trust focused on acquiring, renovating, and operating multifamily residential properties primarily across high-growth Sun Belt markets in the United States. Its portfolio consists mainly of affordable and mid-tier apartment communities, targeting steady rental income growth and long-term asset value appreciation for investors.
NLY vs NXRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $366.6M | $62.1M |
| Net Profit | $1.0B | — |
| Gross Margin | — | — |
| Operating Margin | — | 8.4% |
| Net Margin | 276.5% | — |
| Revenue YoY | 95.7% | -2.7% |
| Net Profit YoY | 110.2% | — |
| EPS (diluted) | $1.54 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $366.6M | $62.1M | ||
| Q3 25 | $275.8M | $62.8M | ||
| Q2 25 | $273.2M | $63.1M | ||
| Q1 25 | $220.0M | $63.2M | ||
| Q4 24 | $187.3M | $63.8M | ||
| Q3 24 | — | $64.1M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | $-6.5M | $67.6M |
| Q4 25 | $1.0B | — | ||
| Q3 25 | $832.4M | $-7.8M | ||
| Q2 25 | $57.1M | $-7.0M | ||
| Q1 25 | $124.2M | $-6.9M | ||
| Q4 24 | $482.1M | — | ||
| Q3 24 | — | $-8.9M | ||
| Q2 24 | — | $10.6M | ||
| Q1 24 | $462.9M | $26.3M |
| Q4 25 | — | 8.4% | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | 22.3% | 12.5% | ||
| Q1 25 | 63.0% | 11.7% | ||
| Q4 24 | — | 18.0% | ||
| Q3 24 | — | 8.7% | ||
| Q2 24 | — | 39.7% | ||
| Q1 24 | — | 60.7% |
| Q4 25 | 276.5% | — | ||
| Q3 25 | 301.9% | -12.4% | ||
| Q2 25 | 20.9% | -11.1% | ||
| Q1 25 | 56.5% | -10.9% | ||
| Q4 24 | 257.4% | — | ||
| Q3 24 | — | -13.8% | ||
| Q2 24 | — | 16.5% | ||
| Q1 24 | -7175.5% | 38.9% |
| Q4 25 | $1.54 | — | ||
| Q3 25 | $1.20 | $-0.31 | ||
| Q2 25 | $0.03 | $-0.28 | ||
| Q1 25 | $0.15 | $-0.27 | ||
| Q4 24 | $0.81 | — | ||
| Q3 24 | — | $-0.35 | ||
| Q2 24 | — | $0.40 | ||
| Q1 24 | $0.85 | $1.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $13.7M |
| Total DebtLower is stronger | — | $1.6B |
| Stockholders' EquityBook value | $16.1B | $295.5M |
| Total Assets | $135.6B | $1.9B |
| Debt / EquityLower = less leverage | — | 5.39× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $13.7M | ||
| Q3 25 | — | $10.8M | ||
| Q2 25 | — | $13.6M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.1M | ||
| Q3 24 | — | $17.4M | ||
| Q2 24 | — | $21.3M | ||
| Q1 24 | — | $37.2M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.5B |
| Q4 25 | $16.1B | $295.5M | ||
| Q3 25 | $14.9B | $322.9M | ||
| Q2 25 | $13.4B | $347.9M | ||
| Q1 25 | $13.0B | $379.9M | ||
| Q4 24 | $12.6B | $410.4M | ||
| Q3 24 | — | $447.1M | ||
| Q2 24 | — | $491.1M | ||
| Q1 24 | $11.4B | $512.8M |
| Q4 25 | $135.6B | $1.9B | ||
| Q3 25 | $125.9B | $1.8B | ||
| Q2 25 | $112.1B | $1.9B | ||
| Q1 25 | $105.1B | $1.9B | ||
| Q4 24 | $103.6B | $1.9B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | $91.5B | $2.0B |
| Q4 25 | — | 5.39× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.92× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $692.9M | $83.6M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.68× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $692.9M | $83.6M | ||
| Q3 25 | $24.1M | $29.3M | ||
| Q2 25 | $180.7M | $19.9M | ||
| Q1 25 | $-156.3M | $28.3M | ||
| Q4 24 | $3.3B | $73.6M | ||
| Q3 24 | — | $27.8M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | $1.7B | $19.7M |
| Q4 25 | 0.68× | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 3.17× | — | ||
| Q1 25 | -1.26× | — | ||
| Q4 24 | 6.87× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.86× | ||
| Q1 24 | 3.67× | 0.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
