ARMOUR Residential REIT, Inc. vs Waste Management, Inc. — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.77 (market cap $2.05B), while Waste Management, Inc. trades at $226.76 (market cap $90.58B). The key difference: Waste Management, Inc. is far larger — about 44.2× 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 | WM | |
|---|---|---|
Market Cap | $2.05B | $90.58B |
Sector | Financials | Industrials |
52-Week High | $19.12 | $246.51 |
52-Week Low | $14.05 | $196.77 |
Dividend Yield | 17.41% | 1.56% |
Enterprise Value | — | $113.37B |
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.
WM trades at $227.68, down 0.58% on the day, with a bullish technical signal supported by moving averages and oversold RSI levels. The company reported Q2 2026 EPS of $2.02, beating estimates, with revenue growth to $25.2 billion in 2025. Valuation ratios are elevated, with a P/E of 59.96 and P/S of 16.1, reflecting premium pricing. Recent news highlights margin gains and institutional activity, including Bank of America reducing holdings by 6.1% in Q1 2026 (Defense World, 2026-08-01).
The outlook remains positive with a consensus price target of $263.43, implying 15.7% upside, driven by pricing discipline and technology investments. Risks include high debt levels, with a debt-to-asset ratio of 53.62% in 2024, and softer volume trends. Earnings momentum from recent beats supports growth, but margin pressures and economic sensitivity could limit gains.
Trailing returns across standard periods
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 →Waste Management ranks as the largest integrated provider of traditional solid waste services in the United States, operating approximately 260 active landfills and about 340 transfer stations. The company serves residential, commercial, and industrial end markets and is also a leading recycler in North America.
Read more on WM →