MetaCap

Lamar Advertising (LAMR) 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

Lamar Advertising (LAMR) has outperformed Annaly Capital Management (NLY) over the past year, gaining 17.9% versus a loss of 13.0%. Over five years, LAMR leads with a +20.2% price change compared with -47.8% for NLY. Lamar Advertising is the larger company by market cap ($14.55 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 22.1x for Lamar Advertising). Annaly Capital Management offers the higher dividend yield (15.90% vs 4.40%).

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

Relative performance

LAMR+17.92%NLY-12.96%
+38%+11%-15%
Oct 7, 20251 yearOct 7, 2026
LAMR+22.57%NLY-47.26%
+44%-9%-61%
Oct 4, 20215 yearsOct 5, 2026

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

Head-to-head

LAMR versus NLY key metrics
MetricLAMRNLY
Share price$143.24$17.93
Market cap$14.55B$13.51B
1-day change-1.04%-2.66%
YTD return+13.16%-19.81%
1-year return+17.92%-12.96%
5-year return+20.24%-47.76%
P/E ratio (TTM)26.434.39
Forward P/E22.105.77
EPS (TTM)$5.42$4.08
Dividend yield4.40%15.90%
Annual dividend$6.30$2.85
Revenue (latest FY)$2.27B—
Revenue growth (YoY)+2.68%—
Net income (latest FY)$587.15M$2.03B
Gross margin67.04%—
Operating margin34.16%—
Net margin25.91%—
52-week high$166.33$24.52
52-week low$114.45$17.84
Distance from 52-week high-13.88%-26.88%
Analyst consensusholdbuy
Avg. price target upside+13.24%+33.58%
Average volume580.78K8.76M
Shares outstanding87.13M753.71M
Employees3,500212
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

  • LAMR has outperformed NLY by 30.9 percentage points over the past year.
  • Lamar Advertising trades at a higher earnings multiple (26.4x vs 4.4x trailing P/E).
  • Annaly Capital Management offers a meaningfully higher dividend yield (15.90% vs 4.40%).

About Lamar Advertising

LAMR stock →

Lamar Advertising Company is one of the largest outdoor advertising companies in North America, with over 362,000 displays across the United States and Canada. Lamar offers advertisers a variety of billboards, interstate logo, transit and airport advertising formats, helping both local businesses and national brands reach broad audiences every day.

Real Estate · Real Estate Investment Trusts · 3,500 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

LAMR vs NLY FAQ

Which is bigger, Lamar Advertising or Annaly Capital Management?

Lamar Advertising (LAMR) is larger, with a market capitalization of $14.55B compared with $13.51B for Annaly Capital Management (NLY).

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

LAMR returned +17.92% 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, LAMR or NLY?

NLY has the lower trailing P/E at 4.4, versus 26.4 for LAMR. 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, Lamar Advertising or Annaly Capital Management?

Annaly Capital Management has the higher yield at 15.90%, compared with 4.40% for Lamar Advertising.

Are Lamar Advertising and Annaly Capital Management in the same industry?

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

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