ARMOUR Residential REIT, Inc. vs TotalEnergies SE — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.8 (market cap $2.05B), while TotalEnergies SE trades at $86.9 (market cap $193.69B). The key difference: TotalEnergies SE is far larger — about 94.5× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays the higher dividend (17.41%). Which is the better fit depends on your goals.
| ARR | TTE | |
|---|---|---|
Market Cap | $2.05B | $193.69B |
Sector | Financials | Energy |
52-Week High | $19.12 | $93.60 |
52-Week Low | $14.05 | $57.39 |
Dividend Yield | 17.41% | 4.82% |
Enterprise Value | — | $224.68B |
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.
TotalEnergies (TTE) trades at $85.83, down 0.51% on the day, with a neutral technical signal. The stock shows attractive valuation metrics, including a P/E of 10.74 and P/S of 0.96, while recent earnings beat expectations in Q1 and Q2 2026. The company is actively reshaping its portfolio, acquiring Shell's European renewables business and developing the Cronos gas field in Cyprus. Cash flow improved in 2025, with net cash flow turning positive to $358 million after two years of outflows.
The outlook is supported by a strong analyst consensus, with a $94 price target and 57.6% buy ratings, but risks include declining revenue trends, legal challenges from climate litigation, and exposure to volatile energy markets. The stock offers a compelling value proposition with solid profitability and strategic investments in both traditional and renewable energy.
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 →TotalEnergies is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.5 million barrels of liquids and 7.2 billion cubic feet of natural gas per day. At year-end 2020, reserves stood at 12.1 billion barrels of oil equivalent, 45% of which are liquids. During 2021, it had LNG sales of 42 Mt. The company owns interests in refineries with capacity of nearly 1.8 million barrels a day, primarily in Europe, distributes refined products in 65 countries, and manufactures commodity and specialty chemicals. It also holds a 19% interest in Russian oil company Novatek. At year-end, its gross installed renewable power generation capacity was 10.3 GW.
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