ARMOUR Residential REIT, Inc. vs Zillow Group Inc Class A — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.91 (market cap $2.11B), while Zillow Group Inc Class A trades at $31.54 (market cap $7.36B). The key difference: Zillow Group Inc Class A is far larger — about 3.5× ARMOUR Residential REIT, Inc.'s market cap, and ARMOUR Residential REIT, Inc. pays a 16.89% dividend while Zillow Group Inc Class A pays none. Which is the better fit depends on your goals.
| ARR | ZG | |
|---|---|---|
Market Cap | $2.11B | $7.36B |
Sector | Financials | Media |
52-Week High | $19.12 | $86.76 |
52-Week Low | $14.05 | $29.14 |
Dividend Yield | 16.89% | — |
Enterprise Value | — | $7.00B |
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.
Zillow Group (ZG) trades at $32.00, down 3.64% on the day, with a neutral technical signal and mixed earnings history. The company reported a return to profitability in 2025 with net income of $23 million, though valuation ratios like a P/E of 128 remain elevated. Recent news highlights multiple securities class action lawsuits filed against the company, creating investor uncertainty.
The outlook is cautiously optimistic given analyst consensus targets near $57.80, but risks from litigation and competitive pressures in the real estate tech sector warrant attention. Revenue growth and execution on profitability targets are key catalysts for stock performance.
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 →Zillow Group is an Internet-based real estate company that has historically focused on deriving ad revenue from third-party brokers on online marketplaces such as Zillow.com, Trulia, and HotPads. More recently it has shifted its focus to iBuying via the Zillow Offers platform.
Read more on ZG →