ARMOUR Residential REIT, Inc. vs Iris Energy Limited — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.77 (market cap $2.05B), while Iris Energy Limited trades at $41.5 (market cap $13.84B). The key difference: Iris Energy Limited is far larger — about 6.8× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays a 17.41% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| ARR | IREN | |
|---|---|---|
Market Cap | $2.05B | $13.84B |
Sector | Financials | Energy |
52-Week High | $19.12 | $76.41 |
52-Week Low | $14.05 | $17.73 |
Dividend Yield | 17.41% | — |
Enterprise Value | — | $15.60B |
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.
IREN trades at $41.23, up 8.7% in the past 24 hours, with a bearish technical signal and RSI near 80 indicating potential overbought conditions. The company reported Q1 2026 revenue of $501 million and net income of $87 million, but missed EPS estimates for three consecutive quarters. Recent news highlights $2.8 billion in new AI contracts and a raised revenue target above $4 billion, signaling strong growth prospects in AI infrastructure.
The outlook is mixed: analyst consensus is bullish with a $84.43 price target, but high valuation ratios and earnings misses pose risks. Investment opportunity lies in AI contract growth, while risks include execution challenges and competitive pressures in the neocloud 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 →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →