ARMOUR Residential REIT, Inc. vs Sea Limited — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.71 (market cap $2.05B), while Sea Limited trades at $131.36 (market cap $70.31B). The key difference: Sea Limited is far larger — about 34.3× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays a 17.41% dividend while Sea Limited pays none. Which is the better fit depends on your goals.
| ARR | SE | |
|---|---|---|
Market Cap | $2.05B | $70.31B |
Sector | Financials | Media |
52-Week High | $19.12 | $196.50 |
52-Week Low | $14.05 | $78.16 |
Dividend Yield | 17.41% | — |
Enterprise Value | — | $63.36B |
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.
Sea Limited (SE) trades at $113.43, up 2.19% on the day, with a bullish technical signal from moving averages and strong revenue growth from $22.94B in 2025. The company's net income margin improved to 6.36%, and cash flow turned positive to $2.34B in 2025. Recent news highlights an AI partnership with OpenAI to enhance Shopee's capabilities, though margin pressures from investments persist.
Outlook remains positive with a consensus price target of $128.33, offering ~13% upside, supported by analyst buy ratings at 70.45%. Risks include competitive pressures from TikTok Shop and elevated spending impacting near-term profitability. The stock's valuation at a P/E of 44.66 reflects growth expectations but requires sustained execution.
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →