Annaly Capital Management (NLY) Return on Invested Capital [ROIC] (2015 - 2026)
Annaly Capital Management (NLY) posted Return on Invested Capital [ROIC] of 16.56% for Q2 2026, up 1.99 percentage points from 14.57% a year earlier and up 0.94 percentage points from the prior quarter.
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Analysis
Annaly Capital Management (NLY) Return on Invested Capital [ROIC] (2015 - 2026) Analysis & Trends
For FY2025, Annaly Capital Management's Return on Invested Capital [ROIC] came in at 17.77%, down 2.30 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of +17.86 percentage points (FY2020 to FY2025).
- In prior years, Annaly Capital Management's Return on Invested Capital [ROIC] was 20.06% in FY2024 (+9.39 pp), 10.67% in FY2023 (-5.36 pp), 16.03% in FY2022 (+2.12 pp) and 13.91% in FY2021 (+14.00 pp).
- The Q2 2026 figure stands as the highest quarterly Return on Invested Capital [ROIC] since Q4 2024.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in five of the last eight quarters, with an average year-over-year change of +2.01 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q4 2021, with a gain of 14.79 percentage points; the weakest was Q2 2023, with a drop of 18.02 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 15.62% (Q1 2026), 15.85% (Q4 2025) and 15.47% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | 3.08% |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 2.93% |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | 5.55% |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | 26.91% |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 9.67% |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | 16.56% |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | - |
| 10 | Federal Home Loan Mortgage | 13.00 Bn | -5.74 Bn | - | 105.86% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 16.56% |
| Mar 31, 2026 | 15.62% |
| Dec 31, 2025 | 15.85% |
| Sep 30, 2025 | 15.47% |
| Jun 30, 2025 | 14.57% |
| Mar 31, 2025 | 15.21% |
| Dec 31, 2024 | 17.44% |
| Sep 30, 2024 | 15.22% |
| Jun 30, 2024 | 14.68% |
| Mar 31, 2024 | 15.95% |
| Dec 31, 2023 | 10.29% |
| Sep 30, 2023 | 6.46% |
| Jun 30, 2023 | 4.71% |
| Mar 31, 2023 | 4.65% |
| Dec 31, 2022 | 15.84% |
| Sep 30, 2022 | 19.94% |
| Jun 30, 2022 | 22.73% |
| Mar 31, 2022 | 15.95% |
| Dec 31, 2021 | 14.69% |
| Sep 30, 2021 | 18.05% |
API Access
Annaly Capital Management Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=NLY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "NLY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=NLY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();