ARMOUR Residential REIT, Inc. vs Danaos Corporation — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.71 (market cap $2.05B), while Danaos Corporation trades at $135.01 (market cap $2.52B). The key difference: Danaos Corporation is the larger of the two by market cap, and ARMOUR Residential REIT, Inc. pays the higher dividend (17.41%). Which is the better fit depends on your goals.
| ARR | DAC | |
|---|---|---|
Market Cap | $2.05B | $2.52B |
Sector | Financials | Technology |
52-Week High | $19.12 | $143.15 |
52-Week Low | $14.05 | $84.05 |
Dividend Yield | 17.41% | 2.6% |
Enterprise Value | — | $2.50B |
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.
Danaos Corporation (DAC) trades at $140.72, down 1.7% on the day, but maintains strong technical momentum with bullish moving averages and support at $139. The company demonstrates exceptional profitability with 51.26% net income margins and trades at attractive valuations including a P/E of 4.68 and P/B of 0.62. Recent earnings beats and a record $4.6 billion contracted revenue backlog highlight operational strength.
DAC presents compelling value with deep discount to book value and consistent earnings outperformance. Key risks include shipping industry cyclicality and capital expenditure requirements. Analyst sentiment is evenly split between Buy and Hold ratings, reflecting the stock's strong fundamentals against sector-specific headwinds.
Trailing returns across standard periods
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 →Danaos is a leading international owner of containerships, providing seaborne transportation services globally. It charters its fleet of vessels to major shipping lines across Asia, Europe, and the Americas.
Read more on DAC →