ARMOUR Residential REIT, Inc. vs Home Depot Inc — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.84 (market cap $2.11B), while Home Depot Inc trades at $337.1 (market cap $342.31B). The key difference: Home Depot Inc is far larger — about 162.2× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays the higher dividend (16.89%). Which is the better fit depends on your goals.
| ARR | HD | |
|---|---|---|
Market Cap | $2.11B | $342.31B |
Sector | Financials | Consumer Cyclical |
52-Week High | $19.12 | $423.42 |
52-Week Low | $14.05 | $297.51 |
Dividend Yield | 16.89% | 2.71% |
Enterprise Value | — | $403.87B |
Signals from Pluang's Aura AI — not financial advice
ARR trades at $17.05, down 0.23% today, with a neutral technical signal and bullish moving averages. The stock shows a low P/E of 6.85 and P/B of 0.9, indicating potential undervaluation, while recent earnings beat expectations in Q1 2026. Dividend payments remain steady at $0.24 per share, supporting income appeal. Revenue for 2025 was $332M with a net income margin of 97.2%, though cash flow trends show volatility in investing activities.
Outlook is mixed: analyst consensus is a $18.50 price target with 20% buy ratings, but risks include volatile earnings and high cash flow swings. The stock offers value and yield, yet requires caution due to operational inconsistencies and market sentiment leaning hold.
Home Depot (HD) trades at $337.46, down 1.7% on the day, with technical analysis showing a neutral signal despite bullish moving averages. The stock is supported by strong institutional analyst consensus (59% Buy rating) with a $370.59 price target, representing ~10% upside. Recent quarterly earnings have mostly beaten expectations, though Q3 2025 missed slightly. The company maintains solid profitability with 8.41% net margin and robust cash flow from operations of $19.81B in 2025.
The outlook remains cautiously optimistic given analyst support and the company's dominant market position, but risks include weakening big-ticket demand, margin pressure from investments, and sensitivity to housing market conditions and mortgage rates. The stock's valuation at 24.38 P/E appears reasonable for its quality, though high debt levels and competitive pressures warrant monitoring.
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →