ARMOUR Residential REIT, Inc. vs Cardinal Health Inc — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.77 (market cap $2.05B), while Cardinal Health Inc trades at $241.5 (market cap $55.55B). The key difference: Cardinal Health Inc is far larger — about 27.1× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays the higher dividend (17.41%). Which is the better fit depends on your goals.
| ARR | CAH | |
|---|---|---|
Market Cap | $2.05B | $55.55B |
Sector | Financials | Health |
52-Week High | $19.12 | $240.26 |
52-Week Low | $14.05 | $146.04 |
Dividend Yield | 17.41% | 0.86% |
Enterprise Value | — | $60.53B |
Signals from Pluang's Aura AI — not financial advice
ARMOUR Residential REIT (ARR) trades at $16.68, up 0.79% with a bullish technical signal despite mixed earnings performance. The REIT shows strong profitability with 97.43% net income margin and 19.74% ROE, trading below book value at P/B of 0.92. Recent quarterly results show alternating beats and misses, with Q2 2026 EPS of $0.72 slightly missing expectations. The company maintains consistent dividend payments of $0.24 quarterly, supporting income investor appeal.
ARR presents a value opportunity with attractive dividend yield but faces earnings volatility and high leverage risks. Analyst consensus is cautious with 60% hold ratings, reflecting concerns about mortgage REIT sensitivity to interest rates. The stock's technical position near key support at $16 suggests near-term stability, but investors should monitor interest rate environment impacts on mortgage-backed securities portfolio performance.
Cardinal Health (CAH) trades at $236.4, down 0.53% on the day, with a bullish technical outlook and strong earnings momentum after beating estimates for three consecutive quarters. The company reported $222.58B in revenue for 2025, with net income rising to $1.56B, and recently announced two home-care acquisitions to expand its at-Home Solutions segment. Analyst sentiment is positive, with a consensus price target of $262.80 and no sell ratings among 33 analysts.
The stock presents a favorable risk-reward profile with upside to the consensus target, supported by earnings beats and strategic growth initiatives. Key risks include high leverage with a debt-to-asset ratio of 16.09 in 2025 and thin net margins of 0.62%, which could pressure profitability if revenue growth slows or interest costs rise.
Trailing returns across standard periods
Latest headlines on both assets
ARMOUR Residential REIT Inc is a real estate investment trust that invests in residential mortgage-backed securities or RMBS. These are issued or guaranteed by U.S.-government-sponsored enterprises, such as Fannie Mae, Freddie Mac, or Ginnie Mae. The company's investment portfolio is composed of mortgage-backed securities, adjustable-rate mortgage securities, and multifamily mortgage-backed securities. In terms of total fair value, most Armour's investments are long-term, fixed-rate agency RMBS. Multifamily RMBS also represents a substantial amount. Fannie Mae guarantees most of the company's holdings. Armour derives substantially all its revenue as interest income from its investments.
Read more on ARR →Cardinal Health is a leading pharmaceutical wholesaler, engaged in the sourcing and distribution of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail-order), hospitals networks, and healthcare providers. Along with AmerisourceBergen and McKesson, the three compose well over 90% of the U.S. pharmaceutical wholesale industry. Cardinal Health also supplies medical-surgical products and equipment to healthcare facilities in North America, Europe, and Asia.
Read more on CAH →