ARMOUR Residential REIT, Inc. vs Core Scientific Inc — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.77 (market cap $2.05B), while Core Scientific Inc trades at $20.41 (market cap $6.25B). The key difference: Core Scientific Inc is far larger — about 3× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays a 17.41% dividend while Core Scientific Inc pays none. Which is the better fit depends on your goals.
| ARR | CORZ | |
|---|---|---|
Market Cap | $2.05B | $6.25B |
Sector | Financials | Technology |
52-Week High | $19.12 | $29.16 |
52-Week Low | $14.05 | $13.55 |
Dividend Yield | 17.41% | — |
Enterprise Value | — | $8.78B |
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.
Core Scientific (CORZ) trades at $21.01, down 0.19% on the day, with technical indicators showing a bearish trend despite neutral oscillators. The company reported Q2 2026 revenue growth but missed earnings expectations with a significant net loss of -$1.4 billion for 2026. Recent news highlights a major partnership with AMD for AI infrastructure development, potentially driving future revenue growth through colocation services.
While analyst consensus remains strongly bullish with an 86% buy rating and $35.88 price target, fundamental risks include persistent negative profit margins and substantial cash burn. The AMD partnership offers significant upside potential, but investors must weigh execution risks against the company's current unprofitability and competitive pressures in the data center market.
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 →Core Scientific provides digital infrastructure for Bitcoin mining and high-performance computing (HPC). It operates purpose-built data centers to support digital asset production and AI-related workloads.
Read more on CORZ →