ARR
ARMOUR Residential REIT, Inc.
REIT - Mortgage
Market Cap$2.16B
5Y Perf.-55.5%
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Stock Comparison
ARR vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$151.66B
5Y Perf.+327.2%
ARR vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ARR | WELL |
|---|---|---|
| Industry | REIT - Mortgage | REIT - Healthcare Facilities |
| Market Cap | $2.16B | $151.66B |
| Revenue (TTM) | $993M | $11.63B |
| Net Income (TTM) | $241M | $1.43B |
| Gross Margin | 95.8% | 39.1% |
| Operating Margin | 84.7% | 4.4% |
| Forward P/E | 5.7x | 79.7x |
| Total Debt | $17.94B | $21.38B |
| Cash & Equiv. | $63M | $5.03B |
ARR vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ARR
WELL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ARMOUR Residential … (ARR) | 100 | 44.5 | -55.5% |
| Welltower Inc. (WELL) | 100 | 427.2 | +327.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ARR vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: ARR leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Welltower Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
ARR
ARMOUR Residential REIT, Inc.
The Real Estate Income Play
ARR carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 444.1%, EPS growth 7.5%
- 444.1% FFO/revenue growth vs WELL's 35.8%
- Lower P/E (5.7x vs 79.7x)
Best for: growth exposure
WELL
Welltower Inc.
The Real Estate Income Play
WELL is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 2 yrs, beta 0.13, yield 1.3%
- 233.9% 10Y total return vs ARR's -11.4%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | ARR | 444.1% FFO/revenue growth vs WELL's 35.8% |
| Value | ARR | Lower P/E (5.7x vs 79.7x) |
| Quality / Margins | ARR | 24.2% margin vs WELL's 12.3% |
| Stability / Safety | WELL | Beta 0.13 vs ARR's 0.65, lower leverage |
| Dividends | ARR | 17.3% yield, 1-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +45.8% vs ARR's +26.1% |
| Efficiency (ROA) | WELL | 2.3% ROA vs ARR's 1.2%, ROIC 0.5% vs 6.8% |
ARR vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
ARR vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLARRLAGGINGWELL
WELLWelltower Inc.
2leads
ARRARMOUR Residential RE…
2leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
ARR6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ARR5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL6/6
Risk & VolatilityBeta, volatility, and downside exposure
WELL2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
Evenly matched — ARR and WELL each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 11.7x ARR's $993M. ARR is the more profitable business, keeping 24.2% of every revenue dollar as net income compared to WELL's 12.3%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ARRARMOUR Residentia… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $993M | $11.6B |
| EBITDAEarnings before interest/tax | $758M | $2.8B |
| Net IncomeAfter-tax profit | $241M | $1.4B |
| Free Cash FlowCash after capex | $134M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +95.8% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +84.7% | +4.4% |
| Net MarginNet income ÷ Revenue | +24.2% | +12.3% |
| FCF MarginFCF ÷ Revenue | +13.5% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -84.8% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -2.5% | +22.5% |
Evenly matched — ARR and WELL each lead in 3 of 6 comparable metrics.
Valuation Metrics
ARR leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 5.3x trailing earnings, ARR trades at a 97% valuation discount to WELL's 155.7x P/E. On an enterprise value basis, ARR's 20.8x EV/EBITDA is more attractive than WELL's 67.4x.
| Metric | ARRARMOUR Residentia… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $2.2B | $151.7B |
| Enterprise ValueMkt cap + debt − cash | $20.0B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | 5.28x | 155.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 5.67x | 79.69x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 20.77x | 67.37x |
| Price / SalesMarket cap ÷ Revenue | 1.66x | 14.22x |
| Price / BookPrice ÷ Book value/share | 0.73x | 3.40x |
| Price / FCFMarket cap ÷ FCF | 17.41x | 53.25x |
ARR leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
ARR leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
ARR delivers a 11.5% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $3 for WELL. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to ARR's 7.94x.
| Metric | ARRARMOUR Residentia… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +11.5% | +3.5% |
| ROA (TTM)Return on assets | +1.2% | +2.3% |
| ROICReturn on invested capital | +6.8% | +0.5% |
| ROCEReturn on capital employed | +31.5% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 |
| Debt / EquityFinancial leverage | 7.94x | 0.49x |
| Net DebtTotal debt minus cash | $17.9B | $16.3B |
| Cash & Equiv.Liquid assets | $63M | $5.0B |
| Total DebtShort + long-term debt | $17.9B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 1.50x | 0.26x |
ARR leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
WELL leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WELL five years ago would be worth $31,193 today (with dividends reinvested), compared to $6,392 for ARR. Over the past 12 months, WELL leads with a +45.8% total return vs ARR's +26.1%. The 3-year compound annual growth rate (CAGR) favors WELL at 43.3% vs ARR's 2.0% — a key indicator of consistent wealth creation.
| Metric | ARRARMOUR Residentia… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +1.7% | +16.2% |
| 1-Year ReturnPast 12 months | +26.1% | +45.8% |
| 3-Year ReturnCumulative with dividends | +6.0% | +194.0% |
| 5-Year ReturnCumulative with dividends | -36.1% | +211.9% |
| 10-Year ReturnCumulative with dividends | -11.4% | +233.9% |
| CAGR (3Y)Annualised 3-year return | +2.0% | +43.3% |
WELL leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
WELL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WELL is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than ARR's 0.65 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WELL currently trades 98.6% from its 52-week high vs ARR's 90.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ARRARMOUR Residentia… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.65x | 0.13x |
| 52-Week HighHighest price in past year | $19.31 | $219.59 |
| 52-Week LowLowest price in past year | $13.98 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +90.3% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 48.9 | 57.6 |
| Avg Volume (50D)Average daily shares traded | 3.1M | 2.6M |
WELL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — ARR and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates ARR as "Hold" and WELL as "Buy". Consensus price targets imply 4.7% upside for ARR (target: $18) vs 4.6% for WELL (target: $227). For income investors, ARR offers the higher dividend yield at 17.25% vs WELL's 1.28%.
| Metric | ARRARMOUR Residentia… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $18.25 | $226.50 |
| # AnalystsCovering analysts | 25 | 34 |
| Dividend YieldAnnual dividend ÷ price | +17.3% | +1.3% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $3.01 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.9% | 0.0% |
Evenly matched — ARR and WELL each lead in 1 of 2 comparable metrics.
Key Takeaway
ARR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). WELL leads in 2 (Total Returns, Risk & Volatility). 2 tied.
Best OverallARMOUR Residential REIT, In… (ARR)Leads 2 of 6 categories
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ARR vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ARR or WELL a better buy right now?
For growth investors, ARMOUR Residential REIT, Inc.
(ARR) is the stronger pick with 444. 1% revenue growth year-over-year, versus 35. 8% for Welltower Inc. (WELL). ARMOUR Residential REIT, Inc. (ARR) offers the better valuation at 5. 3x trailing P/E (5. 7x forward), making it the more compelling value choice. Analysts rate Welltower Inc. (WELL) a "Buy" — based on 34 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ARR or WELL?
On trailing P/E, ARMOUR Residential REIT, Inc.
(ARR) is the cheapest at 5. 3x versus Welltower Inc. at 155. 7x. On forward P/E, ARMOUR Residential REIT, Inc. is actually cheaper at 5. 7x.
03Which is the better long-term investment — ARR or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +211. 9%, compared to -36. 1% for ARMOUR Residential REIT, Inc. (ARR). Over 10 years, the gap is even starker: WELL returned +233. 9% versus ARR's -11. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ARR or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus ARMOUR Residential REIT, Inc. 's 0. 65β — meaning ARR is approximately 389% more volatile than WELL relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 8% for ARMOUR Residential REIT, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ARR or WELL?
By revenue growth (latest reported year), ARMOUR Residential REIT, Inc.
(ARR) is pulling ahead at 444. 1% versus 35. 8% for Welltower Inc. (WELL). On earnings-per-share growth, the picture is similar: ARMOUR Residential REIT, Inc. grew EPS 747. 1% year-over-year, compared to -11. 5% for Welltower Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ARR or WELL?
ARMOUR Residential REIT, Inc.
(ARR) is the more profitable company, earning 24. 7% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 24. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ARR leads at 73. 9% versus 3. 3% for WELL. At the gross margin level — before operating expenses — ARR leads at 97. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ARR or WELL more undervalued right now?
On forward earnings alone, ARMOUR Residential REIT, Inc.
(ARR) trades at 5. 7x forward P/E versus 79. 7x for Welltower Inc. — 74. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ARR: 4. 7% to $18. 25.
08Which pays a better dividend — ARR or WELL?
All stocks in this comparison pay dividends.
ARMOUR Residential REIT, Inc. (ARR) offers the highest yield at 17. 3%, versus 1. 3% for Welltower Inc. (WELL).
09Is ARR or WELL better for a retirement portfolio?
For long-horizon retirement investors, Welltower Inc.
(WELL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13), 1. 3% yield, +233. 9% 10Y return). Both have compounded well over 10 years (WELL: +233. 9%, ARR: -11. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ARR and WELL?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(ARR: -84.8% · WELL: 40.3%)Net Margin>
%
(ARR: 24.2% · WELL: 12.3%)P/E Ratio<
x
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