ARMOUR Residential REIT, Inc. vs Fabrinet — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.71 (market cap $2.05B), while Fabrinet trades at $527 (market cap $18.88B). The key difference: Fabrinet is far larger — about 9.2× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays a 17.41% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| ARR | FN | |
|---|---|---|
Market Cap | $2.05B | $18.88B |
Sector | Financials | Technology |
52-Week High | $19.12 | $746.47 |
52-Week Low | $14.05 | $277.04 |
Dividend Yield | 17.41% | — |
Enterprise Value | — | $17.94B |
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.
Fabrinet (FN) trades at $562.38, up 3.39% in 24 hours, near its 52-week high of $748.89. The stock shows bullish technical signals with strong moving average support and a neutral RSI. Recent earnings beats in Q3 2025 to Q1 2026 highlight robust growth, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with net income at $332.53M, though valuation ratios like P/E of 45.28 appear elevated.
Outlook remains positive driven by AI infrastructure demand, with analysts projecting 75% buy ratings. Key risks include premium valuation sensitivity and supply chain constraints. The stock offers growth exposure but requires monitoring of execution and market volatility.
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 →Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →