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KIM vs NLY

KIM
Kimco Realty Corporation
BEARISH
Price
$23.80
Market Cap
$16.05B
Sector
Real Estate
AI Confidence
85%
NLY
Annaly Capital Management, Inc.
NEUTRAL
Price
$22.90
Market Cap
$16.78B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
KIM
29.02
NLY
7.39
Forward P/E
KIM
27.87
NLY
7.69
P/B Ratio
KIM
1.54
NLY
1.16
P/S Ratio
KIM
7.5
NLY
6.71
EV/EBITDA
KIM
18.57
NLY
--

Profitability

Gross Margin
KIM
69.05%
NLY
97.49%
Operating Margin
KIM
33.01%
NLY
81.0%
Profit Margin
KIM
27.32%
NLY
87.39%
ROE
KIM
5.54%
NLY
15.04%
ROA
KIM
2.24%
NLY
1.82%

Growth

Revenue Growth
KIM
3.2%
NLY
48.8%
Earnings Growth
KIM
-6.8%
NLY
122.5%

Financial Health

Debt/Equity
KIM
0.79
NLY
7.33
Current Ratio
KIM
0.49
NLY
17.57
Quick Ratio
KIM
0.49
NLY
17.57

Dividends

Dividend Yield
KIM
4.37%
NLY
12.23%
Payout Ratio
KIM
123.17%
NLY
90.32%

AI Verdict

KIM BEARISH

KIM presents a stable but mediocre financial health profile with a Piotroski F-Score of 4/9. The stock is significantly overvalued, trading at $23.80 despite a Graham Number of $16.86 and a growth-based intrinsic value of $5.74. A critical red flag is the dividend payout ratio of 123.17%, indicating that the current dividend is unsustainable relative to earnings. While analysts remain bullish, the combination of negative earnings growth, bearish insider sentiment, and poor technical trends suggests a high risk of correction.

Strengths
Strong gross margins at 69.05%
Manageable Debt/Equity ratio of 0.79 compared to sector average
Positive long-term price appreciation (5Y Change +39.3%)
Risks
Unsustainable dividend payout ratio (123.17%)
Negative earnings growth (-6.80% YoY, -9.00% Q/Q)
Significant valuation gap between current price and Graham/Intrinsic values
NLY NEUTRAL

NLY presents a classic 'value trap' profile, characterized by a very weak Piotroski F-Score of 2/9 and a high Debt/Equity ratio of 7.33. While the stock trades significantly below its Graham Number ($37.18) and Intrinsic Value ($91.45), the fundamental health is deteriorating. Explosive recent earnings growth is offset by a prohibitive PEG ratio of 32.03 and aggressive insider selling by the CEO, CFO, and President. The high dividend yield is attractive but precarious given the 90.32% payout ratio and poor health metrics.

Strengths
Significant undervaluation relative to Graham Number ($37.18)
Strong recent YoY earnings growth of 122.50%
High dividend yield of 12.23% providing immediate income
Risks
Critical financial health weakness (Piotroski F-Score: 2/9)
Extreme leverage with a Debt/Equity ratio of 7.33
Strong bearish insider sentiment with C-suite executives selling shares

Compare Another Pair

KIM vs NLY: Head-to-Head Comparison

This page compares Kimco Realty Corporation (KIM) and Annaly Capital Management, Inc. (NLY) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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