ARMOUR Residential REIT, Inc. vs S&P Global Inc — how do they compare? ARMOUR Residential REIT, Inc. trades at $17.1 (market cap $2.11B), while S&P Global Inc trades at $434.55 (market cap $127.43B). The key difference: S&P Global Inc is far larger — about 60.4× 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 | SPGI | |
|---|---|---|
Market Cap | $2.11B | $127.43B |
Sector | Financials | Financials |
52-Week High | $19.12 | $534.79 |
52-Week Low | $14.05 | $370.42 |
Dividend Yield | 16.89% | 0.9% |
Enterprise Value | — | $139.39B |
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.
S&P Global (SPGI) trades at $430.50, down 0.57% today, with strong fundamentals including 30.36% net income margin and consistent earnings beats. The technical outlook is bullish with support at $426 and resistance at $436. Recent corporate actions include the spin-off of Mobility Global and upcoming Q2 2026 earnings on July 28, 2026.
Outlook remains positive with 85.7% analyst buy ratings and a $531.56 consensus price target implying 23% upside. Risks include interest rate sensitivity and integration of new operating models. Revenue growth and margin expansion support long-term value.
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 →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →