ARR vs RITM Stock Comparison

Armour Residential REIT and Rithm Capital Prices as of Oct 23, 2026 Peers: Industry group
RITM Rithm Capital Corp.
$9.39 -0.2% 1M -13.3% 1Y
Market cap
$5.13B
P/E
15.3x
Revenue (TTM)
$5.06B
Div. yield
–
Mortgage REITs Financial Services
5 wins

Head to Head

8 decided of 12

Rithm Capital leads on 5 of the 12 questions below (Rithm Capital 5, Armour Residential REIT 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionARRRITMLeader
Larger companyMarket capitalisation $1.83B $5.13B RITM
Cheaper on earningsLower P/E, profitable companies only -28.2x 15.3x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 4.6x 4.2x RITM
Faster revenue growthRevenue growth, trailing twelve months +126.9% +6.2% ARR
More profitableNet margin, trailing twelve months -25.8% 6.6% RITM
Better return on capitalReturn on invested capital — 1.4% –
Less leveragedLower net debt / EBITDA — 30.4x –
Higher dividend yieldTrailing dividend yield 0.20% 0.00% –
Better 1-year returnPrice return, last 12 months -19.2% -13.3% RITM
Better 5-year returnAnnualised price return, 5 years -24.8%/yr -4.0%/yr RITM
Less volatileAnnualised volatility, 1 year 24.4% 26.3% ARR
Higher overall scoreMean of the five percentile scores vs peers 68/100 22/100 ARR

Percentile Scorecard

ARRRITM

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisARRRITM
Valuation 61 #67 of 170 36 #110 of 170
Growth 85 #25 of 165 12 #145 of 165
Profitability 63 #58 of 155 30 #109 of 155
Financial Health – 25 #122 of 163
Shareholder Returns 63 #51 of 137 9 #125 of 137
Overall 68 22
  • ARR ranked among 175 companies in Lending and Credit
  • RITM ranked among 175 companies in Lending and Credit

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodARRRITMSPY
1 month -11.8%-0.2% -1.0%
3 months -20.8%+3.0% +2.9%
6 months -26.9%-7.3% +6.4%
Year to date -27.2%-13.9% +11.4%
1 year -19.2%-13.3% +13.1%
3 years -13.8%+4.0% +79.4%
3 years, per year -4.8%+1.3% +21.5%
5 years -75.9%-18.3% +67.7%
5 years, per year -24.8%-4.0% +10.9%
10 years -88.5%-32.3% +255.2%
10 years, per year -19.5%-3.8% +13.5%

Risk

MeasureARRRITMSPY
Volatility, 1Y 24.4%26.3% 12.7%
Downside volatility, 1Y 28.0%26.7% 12.7%
Beta vs S&P 500, 1Y 0.670.73 1.00
Return / volatility, 1Y -0.79-0.50 1.03
Max drawdown, 5Y -77.4%-39.2% -25.4%
From 52-week high -32.6%-22.1% -2.5%
52-week high $19.12$12.06 $779.14
52-week low $12.30$8.36 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleARRRITM
P/E now vs peer median -28.7xmedian 11.0x 15.7xmedian 11.0x
P/S now vs peer median 7.6xmedian 2.6x 1.0xmedian 2.6x
EV/EBITDA now vs peer median —median 13.1x 36.2xmedian 13.1x
P/FCF now vs peer median 4.2xmedian 6.9x -2.2xmedian 6.9x
P/B now vs peer median 0.8xmedian 0.7x 0.6xmedian 0.7x
PEG now vs peer median -0.61median 0.31 -0.67median 0.31

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsARRRITM
Revenue $251.92M $5.06B
Net income -$52.08M $496.77M
Free cash flow $456.23M -$2.41B
EPS (diluted) $-0.45 $0.59
Cash & equivalents $99.67M $2.54B
Total debt – $102.82B
Shares (diluted) 144.56M 568.26M
Enterprise value $1.52B -$4.27B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricARRRITM
P/E -28.7x 15.7x
P/FCF 4.2x -2.2x
P/Operating cash flow 4.2x -2.8x
P/S 7.6x 1.0x
P/B 0.8x 0.6x
P/Tangible book 0.8x 0.6x
EV/EBITDA – 36.2x
EV/EBIT – 43.7x
EV/Revenue 7.2x 6.5x
EV/FCF 4.0x -13.5x
EV/Operating cash flow 4.0x -17.4x
PEG (3Y EPS CAGR) -0.61 -0.67

Growth

14 metrics
MetricARRRITM
Revenue growth (1Y) 126.9% 6.2%
Revenue CAGR (3Y) 114.4% 12.1%
Gross profit growth (1Y) – –
Gross profit CAGR (3Y) – –
Operating income growth (1Y) – –
Operating income CAGR (3Y) – –
Net income growth (1Y) -180.7% -39.0%
Net income CAGR (3Y) 25.9% -12.3%
EPS growth (1Y) -189.3% -53.5%
EPS CAGR (3Y) 47.0% -23.4%
Operating cash flow growth (1Y) 154.8% -1,454%
Operating cash flow CAGR (3Y) 36.4% -40.4%
Free cash flow growth (1Y) 154.8% -294.4%
Free cash flow CAGR (3Y) 36.4% -44.4%

Profitability

14 metrics
MetricARRRITM
Gross margin – –
EBITDA margin – 17.8%
Operating margin – –
Pretax margin – 13.5%
Net margin -25.8% 6.6%
FCF margin 181.1% -47.7%
Operating cash flow margin 181.1% -37.2%
Return on equity – 5.5%
Return on assets – 0.9%
Return on invested capital – 1.4%
Return on capital employed – –
Asset turnover 0.0x 0.1x
Cash conversion (OCF / net income) -8.8x -3.8x
Stock comp / revenue 1.1% –

Financial Health

11 metrics
MetricARRRITM
Debt / assets – 55.3%
Debt / equity – 3.3x
Net debt / EBITDA – 30.4x
Debt / FCF – -12.4x
Liabilities / assets 89.5% 83.3%
Equity / assets 10.5% 16.7%
Interest coverage – 12.0x
Current ratio – –
Quick ratio – –
Cash ratio – –
Altman Z-score – –

Shareholder Returns

7 metrics
MetricARRRITM
Dividend yield 22.4% 10.6%
Net buyback yield -34.0% -13.7%
Shareholder yield -11.6% -3.0%
Payout ratio (earnings) -701.8% –
Payout ratio (FCF) 80.1% –
Dividend growth (1Y) 56.5% –
Dividend CAGR (3Y) 22.0% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusARRRITM
Forward P/E 4.6xFY2026 4.2xFY2026
EPS, next fiscal year $2.79FY2026 $2.22FY2026
EPS growth, next FY -8.8%FY2026 -5.5%FY2026
EPS growth, the year after -5.4% +1.4%
Revenue, next fiscal year $482.97MFY2026 $5.71BFY2026
Revenue growth, next FY +37.5%FY2026 +24.4%FY2026
Revenue growth, the year after +9.9% +7.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersARRRITM
Held by institutions 54.9% 58.7%
Institutions holding 250 510
Change in shares held, QoQ +16.2% -1.7%
Institutions buying 169 246
Institutions selling 42 176
Buyers to sellers 4.02 1.40

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ARRRITM
ARR 1.00 0.53
RITM 0.53 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ARR and RITM?

Rithm Capital (RITM) is the largest by market capitalisation: Armour Residential REIT (ARR) $1.83B, Rithm Capital (RITM) $5.13B.

Which company is growing faster?

Armour Residential REIT (ARR) grew revenue fastest over the trailing twelve months: Armour Residential REIT (ARR) +126.9%, Rithm Capital (RITM) +6.2%.

Which company is more profitable?

Rithm Capital (RITM) has the highest net margin (Armour Residential REIT (ARR) -25.8%, Rithm Capital (RITM) 6.6%).

Which stock has performed better?

Over the past year Rithm Capital (RITM) returned the most: Armour Residential REIT (ARR) -19.2%, Rithm Capital (RITM) -13.3%. Over five years, Rithm Capital (RITM) compounded fastest (Armour Residential REIT (ARR) -24.8%/yr, Rithm Capital (RITM) -4.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Armour Residential REIT (ARR) 0.20%, Rithm Capital (RITM) 0.00%. Rithm Capital (RITM) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Armour Residential REIT (ARR) has been the steadiest (Armour Residential REIT (ARR) 24.4%, Rithm Capital (RITM) 26.3%). Volatility measures how widely the price swings, not the risk of the business.

Do ARR and RITM move together?

Their daily returns over the past year have a correlation of 0.53, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, ARR and RITM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Rithm Capital (RITM) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.