ARMOUR Residential REIT, Inc. vs CleanSpark Inc — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.75 (market cap $2.05B), while CleanSpark Inc trades at $11.84 (market cap $2.98B). The key difference: CleanSpark Inc is the larger of the two by market cap, and ARMOUR Residential REIT, Inc. pays a 17.41% dividend while CleanSpark Inc pays none. Which is the better fit depends on your goals.
| ARR | CLSK | |
|---|---|---|
Market Cap | $2.05B | $2.98B |
Sector | Financials | Technology |
52-Week High | $19.12 | $23.20 |
52-Week Low | $14.05 | $8.18 |
Dividend Yield | 17.41% | — |
Enterprise Value | — | $3.97B |
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.
CleanSpark (CLSK) trades at $12.30, down 3.53% amid a bearish technical outlook despite unanimous analyst buy ratings. The stock faces fundamental challenges with four consecutive quarterly earnings misses and negative profitability margins (-146.9% net income margin). Recent developments include a strategic pivot toward AI data centers, highlighted by a 20-year, $6.6 billion lease agreement in Sandersville, Georgia, which aims to diversify revenue streams beyond Bitcoin mining.
The stock presents a high-risk, high-reward opportunity with analysts projecting 94% upside to a $23.89 consensus target. Key risks include persistent earnings underperformance, negative cash flow from operations, and execution challenges in the AI infrastructure transition. Investors must weigh the long-term potential of the data center pivot against near-term financial volatility and dilution concerns.
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 →CleanSpark is a leading Bitcoin mining company that operates high-density data centers. It focuses on using sustainable energy to power its mining fleet and provides digital infrastructure for the blockchain ecosystem.
Read more on CLSK →