ARMOUR Residential REIT (ARR) vs NexPoint Real Estate Finance (NREF)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
NexPoint Real Estate Finance (NREF) has outperformed ARMOUR Residential REIT (ARR) over the past year, gaining 10.7% versus a loss of 15.2%. Over five years, NREF leads with a -25.9% price change compared with -74.9% for ARR. ARMOUR Residential REIT is the larger company by market cap ($1.91 billion vs $358.9 million), about 5.3 times the size.
On valuation, ARMOUR Residential REIT trades at a lower forward P/E (4.6x vs 8.9x for NexPoint Real Estate Finance). ARMOUR Residential REIT offers the higher dividend yield (21.38% vs 12.84%).
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 | NREF |
|---|---|---|
| Share price | $13.47 | $15.58 |
| Market cap | $1.91B | $358.87M |
| 1-day change | +1.35% | +1.70% |
| YTD return | -23.86% | +8.81% |
| 1-year return | -15.23% | +10.69% |
| 5-year return | -74.94% | -25.92% |
| P/E ratio (TTM) | 3.32 | 6.80 |
| Forward P/E | 4.64 | 8.90 |
| EPS (TTM) | $4.06 | $2.29 |
| Dividend yield | 21.38% | 12.84% |
| Annual dividend | $2.88 | $2.00 |
| Net income (latest FY) | $322.69M | — |
| 52-week high | $19.31 | $18.43 |
| 52-week low | $13.16 | $12.36 |
| Distance from 52-week high | -30.24% | -15.46% |
| Analyst consensus | buy | none |
| Avg. price target upside | +36.45% | +7.51% |
| Average volume | 4.08M | 57.53K |
| Shares outstanding | 141.55M | 18.85M |
| Sector | Real Estate | Real Estate |
| Industry | REIT - Mortgage | REIT - 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 5.3 times larger than NexPoint Real Estate Finance by market value ($1.91B vs $358.87M).
- NREF has outperformed ARR by 25.9 percentage points over the past year.
- NexPoint Real Estate Finance trades at a higher earnings multiple (6.8x vs 3.3x trailing P/E).
- ARMOUR Residential REIT offers a meaningfully higher dividend yield (21.38% vs 12.84%).
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
About NexPoint Real Estate Finance
NREF stock →NexPoint Real Estate Finance, Inc. operates as a commercial mortgage real estate investment trust in the United States.
Real Estate · REIT - Mortgage
ARR vs NREF FAQ
Which is bigger, ARMOUR Residential REIT or NexPoint Real Estate Finance?
ARMOUR Residential REIT (ARR) is larger, with a market capitalization of $1.91B compared with $358.87M for NexPoint Real Estate Finance (NREF).
Which stock has performed better over the past year, ARR or NREF?
NREF returned +10.69% over the past 12 months, compared with -15.23% for ARR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ARR or NREF?
ARR has the lower trailing P/E at 3.3, versus 6.8 for NREF. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, ARMOUR Residential REIT or NexPoint Real Estate Finance?
ARMOUR Residential REIT has the higher yield at 21.38%, compared with 12.84% for NexPoint Real Estate Finance.
Are ARMOUR Residential REIT and NexPoint Real Estate Finance in the same industry?
Yes. Both are classified in the REIT - Mortgage industry within the Real Estate sector.