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Side-by-side financial comparison of ACACIA RESEARCH CORP (ACTG) and Armour Residential REIT, Inc. (ARR). Click either name above to swap in a different company.
Armour Residential REIT, Inc. is the larger business by last-quarter revenue ($50.4M vs $50.1M, roughly 1.0× ACACIA RESEARCH CORP). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs 6.8%, a 413.4% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs 2.6%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 43.6%).
Acacia Research Corporation is a publicly traded American company based in New York City. It acquires and operates businesses in industries including the technology, energy, and industrial/manufacturing sectors. Acacia has a strategic relationship with Starboard Value, LP, the company's controlling shareholder. The company has been characterized as a patent troll.
Armour Residential REIT, Inc. is a U.S.-based real estate investment trust that primarily invests in agency residential mortgage-backed securities guaranteed by U.S. government-sponsored entities. It focuses on generating consistent long-term net income for shareholders via strategic asset management and active interest rate risk mitigation.
ACTG vs ARR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.1M | $50.4M |
| Net Profit | $3.4M | $211.7M |
| Gross Margin | 12.8% | — |
| Operating Margin | -26.1% | — |
| Net Margin | 6.8% | 420.2% |
| Revenue YoY | 2.6% | 297.9% |
| Net Profit YoY | 125.5% | 555.9% |
| EPS (diluted) | $0.03 | $2.43 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $50.1M | $50.4M | ||
| Q3 25 | $59.4M | $38.5M | ||
| Q2 25 | $51.2M | $33.1M | ||
| Q1 25 | $124.4M | $36.3M | ||
| Q4 24 | $48.8M | $12.7M | ||
| Q3 24 | $23.3M | — | ||
| Q2 24 | $25.8M | $7.0M | ||
| Q1 24 | $24.3M | — |
| Q4 25 | $3.4M | $211.7M | ||
| Q3 25 | $-2.7M | $159.3M | ||
| Q2 25 | $-3.3M | $-75.6M | ||
| Q1 25 | $24.3M | $27.3M | ||
| Q4 24 | $-13.4M | $-46.4M | ||
| Q3 24 | $-14.0M | — | ||
| Q2 24 | $-8.4M | $-48.4M | ||
| Q1 24 | $-186.0K | — |
| Q4 25 | 12.8% | — | ||
| Q3 25 | 21.2% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 47.4% | — | ||
| Q4 24 | 17.6% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 26.2% | — | ||
| Q1 24 | 49.2% | — |
| Q4 25 | -26.1% | — | ||
| Q3 25 | -10.8% | — | ||
| Q2 25 | -24.2% | — | ||
| Q1 25 | 30.8% | — | ||
| Q4 24 | -32.4% | — | ||
| Q3 24 | -44.1% | — | ||
| Q2 24 | -18.4% | — | ||
| Q1 24 | -8.6% | — |
| Q4 25 | 6.8% | 420.2% | ||
| Q3 25 | -4.6% | 413.5% | ||
| Q2 25 | -6.4% | -228.4% | ||
| Q1 25 | 19.5% | 75.2% | ||
| Q4 24 | -27.5% | -366.8% | ||
| Q3 24 | -60.0% | — | ||
| Q2 24 | -32.7% | -693.8% | ||
| Q1 24 | -0.8% | — |
| Q4 25 | $0.03 | $2.43 | ||
| Q3 25 | $-0.03 | $1.49 | ||
| Q2 25 | $-0.03 | $-0.94 | ||
| Q1 25 | $0.25 | $0.32 | ||
| Q4 24 | $-0.14 | $-0.91 | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.08 | $-1.05 | ||
| Q1 24 | $0.00 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $306.7M | $63.3M |
| Total DebtLower is stronger | $91.9M | — |
| Stockholders' EquityBook value | $543.5M | $2.3B |
| Total Assets | $771.0M | $21.0B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $306.7M | $63.3M | ||
| Q3 25 | $301.8M | $44.2M | ||
| Q2 25 | $316.7M | $141.2M | ||
| Q1 25 | $272.0M | $49.1M | ||
| Q4 24 | $273.9M | $68.0M | ||
| Q3 24 | $410.9M | — | ||
| Q2 24 | $441.9M | $126.6M | ||
| Q1 24 | $498.4M | — |
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $543.5M | $2.3B | ||
| Q3 25 | $537.6M | $2.1B | ||
| Q2 25 | $538.6M | $1.7B | ||
| Q1 25 | $540.2M | $1.7B | ||
| Q4 24 | $514.8M | $1.4B | ||
| Q3 24 | $540.2M | — | ||
| Q2 24 | $560.7M | $1.2B | ||
| Q1 24 | $568.3M | — |
| Q4 25 | $771.0M | $21.0B | ||
| Q3 25 | $768.9M | $19.4B | ||
| Q2 25 | $775.5M | $16.2B | ||
| Q1 25 | $801.6M | $15.5B | ||
| Q4 24 | $756.4M | $13.5B | ||
| Q3 24 | $707.6M | — | ||
| Q2 24 | $753.6M | $10.1B | ||
| Q1 24 | $631.7M | — |
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $75.2M | $124.2M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 22.01× | 0.59× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $124.2M | ||
| Q3 25 | $9.5M | $-37.8M | ||
| Q2 25 | $50.1M | $25.0M | ||
| Q1 25 | $2.4M | $101.5M | ||
| Q4 24 | $50.1M | $261.5M | ||
| Q3 24 | $-593.0K | — | ||
| Q2 24 | $16.1M | $27.1M | ||
| Q1 24 | $54.8M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $335.0K | — | ||
| Q4 24 | $-98.5M | — | ||
| Q3 24 | $-2.8M | — | ||
| Q2 24 | $-126.7M | — | ||
| Q1 24 | $54.6M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | -201.8% | — | ||
| Q3 24 | -12.1% | — | ||
| Q2 24 | -490.5% | — | ||
| Q1 24 | 224.4% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 304.4% | — | ||
| Q3 24 | 9.6% | — | ||
| Q2 24 | 553.0% | — | ||
| Q1 24 | 1.1% | — |
| Q4 25 | 22.01× | 0.59× | ||
| Q3 25 | — | -0.24× | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.10× | 3.71× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
ARR
Segment breakdown not available.
