MetaCap

Ares Commercial Real Estate (ACRE) vs ARMOUR Residential REIT (ARR)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

ARMOUR Residential REIT (ARR) has outperformed Ares Commercial Real Estate (ACRE) over the past year, losing 15.2% versus a loss of 19.4%. Over five years, ARR leads with a -74.9% price change compared with -76.4% for ACRE. ARMOUR Residential REIT is the larger company by market cap ($1.91 billion vs $203.1 million), about 9.4 times the size.

On valuation, ARMOUR Residential REIT trades at a lower forward P/E (4.6x vs 10.7x for Ares Commercial Real Estate). ARMOUR Residential REIT offers the higher dividend yield (21.38% vs 16.39%).

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ACRE-19.38%ARR-15.23%
+28%+3%-22%
Oct 8, 20251 yearOct 8, 2026
ACRE-76.02%ARR-75.40%
+11%-35%-81%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ACRE versus ARR key metrics
MetricACREARR
Share price$3.66$13.47
Market cap$203.06M$1.91B
1-day change+0.27%+1.35%
YTD return-23.43%-23.86%
1-year return-19.38%-15.23%
5-year return-76.40%-74.94%
P/E ratio (TTM)—3.32
Forward P/E10.694.64
EPS (TTM)$-0.08$4.06
Dividend yield16.39%21.38%
Annual dividend$0.60$2.88
Net income (latest FY)—$322.69M
52-week high$5.89$19.31
52-week low$3.58$13.16
Distance from 52-week high-37.86%-30.24%
Analyst consensusholdbuy
Avg. price target upside+44.81%+36.45%
Average volume467.10K4.08M
Shares outstanding55.48M141.55M
SectorReal EstateReal Estate
IndustryREIT - MortgageREIT - Mortgage

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • ARMOUR Residential REIT is about 9.4 times larger than Ares Commercial Real Estate by market value ($1.91B vs $203.06M).
  • ARMOUR Residential REIT offers a meaningfully higher dividend yield (21.38% vs 16.39%).

About Ares Commercial Real Estate

ACRE stock →

Ares Commercial Real Estate Corporation, a specialty finance company, engages in the originating and investing in commercial real estate (CRE) loans and related investments in the United States. The company provides loan opportunities for the owners, operators, and sponsors of CRE properties.

Real Estate · REIT - Mortgage

About ARMOUR Residential REIT

ARR stock →

ARMOUR Residential REIT, Inc. invests in residential mortgage-backed securities (MBS) in the United States.

Real Estate · REIT - Mortgage

ACRE vs ARR FAQ

Which is bigger, Ares Commercial Real Estate or ARMOUR Residential REIT?

ARMOUR Residential REIT (ARR) is larger, with a market capitalization of $1.91B compared with $203.06M for Ares Commercial Real Estate (ACRE).

Which stock has performed better over the past year, ACRE or ARR?

ARR returned -15.23% over the past 12 months, compared with -19.38% for ACRE (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, Ares Commercial Real Estate or ARMOUR Residential REIT?

ARMOUR Residential REIT has the higher yield at 21.38%, compared with 16.39% for Ares Commercial Real Estate.

Are Ares Commercial Real Estate and ARMOUR Residential REIT in the same industry?

Yes. Both are classified in the REIT - Mortgage industry within the Real Estate sector.

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