MetaCap

Host Hotels & Resorts (HST) vs Annaly Capital Management (NLY)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Host Hotels & Resorts (HST) has outperformed Annaly Capital Management (NLY) over the past year, gaining 35.4% versus a loss of 13.0%. Over five years, HST leads with a +32.5% price change compared with -47.8% for NLY. Host Hotels & Resorts is the larger company by market cap ($15.45 billion vs $13.51 billion), about 1.1 times the size.

On valuation, Annaly Capital Management trades at a lower forward P/E (5.8x vs 21.1x for Host Hotels & Resorts). Annaly Capital Management offers the higher dividend yield (15.90% vs 3.60%).

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

HST+35.36%NLY-12.96%
+59%+21%-16%
Oct 7, 20251 yearOct 7, 2026
HST+35.12%NLY-47.26%
+58%-2%-62%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

HST versus NLY key metrics
MetricHSTNLY
Share price$22.24$17.93
Market cap$15.45B$13.51B
1-day change-1.07%-2.66%
YTD return+25.44%-19.81%
1-year return+35.36%-12.96%
5-year return+32.54%-47.76%
P/E ratio (TTM)15.234.39
Forward P/E21.075.77
EPS (TTM)$1.46$4.08
Dividend yield3.60%15.90%
Annual dividend$0.80$2.85
Revenue (latest FY)$6.11B—
Revenue growth (YoY)+7.57%—
Net income (latest FY)$765.00M$2.03B
Operating margin13.98%—
Net margin12.51%—
52-week high$25.71$24.52
52-week low$15.61$17.84
Distance from 52-week high-13.50%-26.88%
Analyst consensusbuybuy
Avg. price target upside+13.71%+33.58%
Average volume8.92M8.95M
Shares outstanding685.12M753.71M
Employees162212
SectorReal EstateReal Estate
IndustryReal Estate Investment TrustsReal Estate Investment Trusts

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • HST has outperformed NLY by 48.3 percentage points over the past year.
  • Host Hotels & Resorts trades at a higher earnings multiple (15.2x vs 4.4x trailing P/E).
  • Annaly Capital Management offers a meaningfully higher dividend yield (15.90% vs 3.60%).

About Host Hotels & Resorts

HST stock →

Host Hotels & Resorts, Inc. is an S&P 500 company and is the largest lodging real estate investment trust and one of the largest owners of luxury and upper-upscale hotels.

Real Estate · Real Estate Investment Trusts · 162 employees

About Annaly Capital Management

NLY stock →

Annaly Capital Management, Inc., a diversified capital manager, engages in the residential mortgage finance business. The company invests in agency mortgage-backed securities collateralized by residential mortgages; non-agency residential whole loans and securitized products within the residential and commercial markets; mortgage servicing rights; agency commercial mortgage-backed securities; to-be-announced forward contracts; residential mortgage-backed securities; residential mortgage loans; and agency or private label credit risk transfer securities.

Real Estate · Real Estate Investment Trusts · 212 employees

HST vs NLY FAQ

Which is bigger, Host Hotels & Resorts or Annaly Capital Management?

Host Hotels & Resorts (HST) is larger, with a market capitalization of $15.45B compared with $13.51B for Annaly Capital Management (NLY).

Which stock has performed better over the past year, HST or NLY?

HST returned +35.36% over the past 12 months, compared with -12.96% for NLY (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, HST or NLY?

NLY has the lower trailing P/E at 4.4, versus 15.2 for HST. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Host Hotels & Resorts or Annaly Capital Management?

Annaly Capital Management has the higher yield at 15.90%, compared with 3.60% for Host Hotels & Resorts.

Are Host Hotels & Resorts and Annaly Capital Management in the same industry?

Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.

More comparisons