COMP <GO>
NLY vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Annaly Capital Management Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: NLY 8
— BRK-B 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-B
LAST: $18.47 (+0.98%) • MKT CAP: $14.55B
roic
4.00%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NLY VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NLY | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.00% | 11.47% | -7.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.2x | 9.7x | +8.52 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 3.50% | 2.09% | +1.41 | NLY | /fcf-yield <GO> |
| Operating Margin | 61.40% | 27.80% | +33.60 | NLY | /operating-margins <GO> |
| Net Profit Margin | 50.40% | 22.30% | +28.10 | NLY | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 3.93% | +0.47 | NLY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 0.00% | +11.50 | NLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | NLY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.0 | 67.7 | -24.70 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.61 | +0.54 | NLY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 24.3x | -17.74 | NLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.55B | $1.20T | -$1.18T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NLY REV | BRK-B REV | NLY GROSS % | BRK-B GROSS % | NLY FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $371.44B | — | — | $692.9M | $25.04B |
| FY 2024 | $0 | $371.43B | — | — | $3.31B | $11.62B |
| FY 2023 | $0 | $364.48B | — | — | $2.37B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NLY // BETA 1.15
BRK-B // BETA 0.61