ARMOUR Residential REIT, Inc. vs Okta, Inc. — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.85 (market cap $2.11B), while Okta, Inc. trades at $139.44 (market cap $24.09B). The key difference: Okta, Inc. is far larger — about 11.4× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays a 16.89% dividend while Okta, Inc. pays none. Which is the better fit depends on your goals.
| ARR | OKTA | |
|---|---|---|
Market Cap | $2.11B | $24.09B |
Sector | Financials | Technology |
52-Week High | $19.12 | $148.84 |
52-Week Low | $14.05 | $62.93 |
Dividend Yield | 16.89% | — |
Enterprise Value | — | $21.92B |
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.
OKTA trades at $138.63, down 6.86% today, but maintains strong technical momentum with bullish moving averages and recent AI-driven demand boosting cybersecurity stocks. The company shows improving fundamentals with revenue growth to $2.61B in 2025 and three consecutive quarterly EPS beats. Positive sentiment is driven by AI security adoption and institutional interest, though high valuations (P/E 100.46) and overbought RSI levels warrant caution.
Outlook remains positive with AI security demand accelerating revenue growth and improving profitability (2026 net margin projected at 8.24%). Key risks include intense cybersecurity competition and valuation concerns. Analyst consensus is strongly bullish (73% buy ratings) with $124.08 price target, though current price exceeds consensus suggesting near-term consolidation potential.
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 →Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →