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Annaly Capital's Dividend, BV, And Valuation Vs. 19 mREIT Peers (Includes Q3-Q4 2019 Dividend Projection) - Part 2

Published Wed, 26 Jun 2019 12:36:44 -0400 on Seeking Alpha

Author’s Note: PART 1 of this article analyzed Annaly Capital Management Inc.’s (NLY) recent results and compared several of the company’s metrics to nineteen mortgage real estate investment trust (mREIT) peers. PART 1 also showed how NLY’s discount to book value (“BV”) as of 3/31/2019 compared to the nineteen other mREIT peers. PART 1 helps lead to a better understanding of the topics and analysis that will be discussed in PART 2. The link to PART 1’s analysis is provided below (all readers should be able to access):
Annaly Capital's Dividend, BV, And Valuation Versus 19 mREIT Peers (Post Q1 2019 Earnings) - Part 1
Focus Of Article:
The focus of this two-part article is to provide a very detailed analysis comparing NLY to all the mREIT peers I currently cover. I am writing this two-part article due to the continued requests that such an analysis be specifically performed on NLY and some of the company’s mREIT peers at periodic intervals. For readers who just want the summarized conclusions/results, I would suggest to scroll down to the “Conclusions Drawn” section at the bottom of each part of the article.
The focus of PART 2 of this article is to compare NLY’s recent dividend per share rates, yield percentages, and several dividend sustainability metrics to nineteen mREIT peers. This analysis will show recent past data with supporting documentation within Table 4 below. This article will also discuss NLY’s dividend sustainability which is... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
ORCHID ISLAND CAPITAL 5.58   0.0 -0.29 0.96 17.75
ARLINGTON ASSET INVESTMENT 5.55   0.0 -1.21 0.90 16.58
CHERRY HILL MORTGAGE INVESTMENT 13.52   0.0 -3.91 1.60 14.40
NEW RESIDENTIAL INVESTMENT 14.98   18.0 0.83 2.00 13.28
ANWORTH MORTGAGE ASSET 3.39   0.0 -0.98 0.44 13.17
NEW YORK MORTGAGE TRUST 6.14   12.0 0.51 0.80 12.74
WESTERN ASSET MORTGAGE CAPITAL 9.83   10.7 0.92 1.24 12.58
AMERICAN CAPITAL AGENCY 15.64   0.0 -1.54 1.92 12.21
DYNEX CAPITAL 15.16   0.0 -10.26 1.80 12.06
ARMOUR RESIDENTIAL REIT 17.26   0.0 -9.30 2.04 12.03
TWO HARBORS INVESTMENT 13.28   0.0 -2.81 1.60 12.02
INVESCO MORTGAGE CAPITAL 15.18   0.0 -1.01 1.80 11.80
AG MORTGAGE INVESTMENT TRUST 17.47   6.1 2.87 1.90 10.89
MFA FINANCIAL 7.39   10.4 0.71 0.80 10.81
CHIMERA INVESTMENT 19.57   21.5 0.91 2.00 10.23
PENNYMAC MORTGAGE INV TRUST 22.24   9.5 2.35 1.88 8.50
BLACKSTONE MORTGAGE TRUST 36.16   14.5 2.49 2.48 6.94
CAPSTEAD MORTGAGE 7.41   0.0 -0.86 0.48 6.58
ISHARES FTSE NAREIT MORTG PLUS CAPPED INDEX FUND 41.97   0.0 0.00 0.00 0.00

ORCHID ISLAND CAPITAL - ORC
ORCHID ISLAND CAPITAL - ORC  


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AGNC Investment's Q3 2019 Income Statement And Earnings Projection - Part 2 (Includes Dividend Sustainability)
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Annaly Capital's Dividend, BV, And Valuation Vs. 20 mREIT Peers (Includes Q4 2019 Dividend Projection) - Part 2
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Annaly Capital's BV, Valuation, And Dividend Versus 20 mREIT Peers - Part 1 (Post Q2 2019 Earnings)
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