Is Annaly Capital Management, Inc. (NLY) a Peter Lynch Stock?
Some GARP characteristics, but growth or valuation is stretched.
2/6 criteria passed
+8 sector-quality lift. Top-quintile within its sector on 4 of 5 quality metrics. Raw pillar score 54 → lifted to 62 before grade derivation.
Capped from C to D. Share count growing >5%/year - per-share growth eaten by dilution (kills Lynch's whole thesis); EPS CAGR negative over 5y - Lynch's framework requires growth, not decline; Net debt over 5x EBITDA - too leveraged to sustain growth investments What are deal-breaker caps?
Peter Lynch's Criteria, Applied to NLY
PEG ≤ 1.0
EPS CAGR ≥ 15%
Revenue CAGR ≥ 10%
Net margin > 0
Manageable debt (D/E < 1)
Positive free cash flow
How NLY Scores on Other Strategies
Live Financial Snapshot
Market cap
$17.16B
P/E (TTM)
7.4x
ROIC (TTM)
2.64%
Gross margin
99.22%
Other Peter Lynch fit reports
Frequently Asked Questions
What is NLY's Peter Lynch fit score?
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Key terms in this analysis
Educational tool, not investment advice. Scores are computed from publicly-available financial data against published investing-strategy criteria. We do not claim that Peter Lynch personally owns or recommends NLY.