ARMOUR Residential REIT (ARR) vs KKR Real Estate Finance (KREF)
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 KKR Real Estate Finance (KREF) over the past year, losing 15.2% versus a loss of 25.9%. Over five years, KREF leads with a -71.0% price change compared with -74.9% for ARR. ARMOUR Residential REIT is the larger company by market cap ($1.91 billion vs $373.1 million), about 5.1 times the size.
On valuation, ARMOUR Residential REIT trades at a lower forward P/E (4.6x vs 182.0x for KKR Real Estate Finance). ARMOUR Residential REIT offers the higher dividend yield (21.38% vs 13.34%).
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARR | KREF |
|---|---|---|
| Share price | $13.47 | $6.37 |
| Market cap | $1.91B | $373.14M |
| 1-day change | +1.35% | +2.25% |
| YTD return | -23.86% | -22.51% |
| 1-year return | -15.23% | -25.93% |
| 5-year return | -74.94% | -71.05% |
| P/E ratio (TTM) | 3.32 | — |
| Forward P/E | 4.64 | 182.00 |
| EPS (TTM) | $4.06 | $-3.26 |
| Dividend yield | 21.38% | 13.34% |
| Annual dividend | $2.88 | $0.85 |
| Net income (latest FY) | $322.69M | — |
| 52-week high | $19.31 | $9.11 |
| 52-week low | $13.16 | $5.25 |
| Distance from 52-week high | -30.24% | -30.04% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +36.45% | +21.66% |
| Average volume | 4.08M | 940.84K |
| Shares outstanding | 141.55M | 58.58M |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real Estate Investment Trusts |
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 5.1 times larger than KKR Real Estate Finance by market value ($1.91B vs $373.14M).
- ARR has outperformed KREF by 10.7 percentage points over the past year.
- ARMOUR Residential REIT offers a meaningfully higher dividend yield (21.38% vs 13.34%).
About ARMOUR Residential REIT
ARR stock →ARMOUR Residential REIT, Inc. invests in residential mortgage-backed securities (MBS) in the United States.
Real Estate · Real Estate Investment Trusts
About KKR Real Estate Finance
KREF stock →KKR Real Estate Finance Trust Inc., a mortgage real estate investment trust, focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate (CRE) assets in the United States. It engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial real estate loans.
Real Estate · Real Estate Investment Trusts
ARR vs KREF FAQ
Which is bigger, ARMOUR Residential REIT or KKR Real Estate Finance?
ARMOUR Residential REIT (ARR) is larger, with a market capitalization of $1.91B compared with $373.14M for KKR Real Estate Finance (KREF).
Which stock has performed better over the past year, ARR or KREF?
ARR returned -15.23% over the past 12 months, compared with -25.93% for KREF (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, ARMOUR Residential REIT or KKR Real Estate Finance?
ARMOUR Residential REIT has the higher yield at 21.38%, compared with 13.34% for KKR Real Estate Finance.
Are ARMOUR Residential REIT and KKR Real Estate Finance in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.