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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and GAIA, INC (GAIA). 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 $25.5M, roughly 2.0× GAIA, INC). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -0.3%, a 420.5% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs 5.8%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 9.4%).

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.

Gaia, Inc. is a publicly traded (NASDAQ:GAIA) American media company founded in 1988 by Jirka Rysavy in Louisville, Colorado. It owns and operates Gaia TV, a subscription video on-demand service consisting of original and licensed alternative media documentaries, including those on wellness, spirituality and conspiracy theories.

ARR vs GAIA — Head-to-Head

Bigger by revenue
ARR
ARR
2.0× larger
ARR
$50.4M
$25.5M
GAIA
Growing faster (revenue YoY)
ARR
ARR
+292.1% gap
ARR
297.9%
5.8%
GAIA
Higher net margin
ARR
ARR
420.5% more per $
ARR
420.2%
-0.3%
GAIA
Faster 2-yr revenue CAGR
ARR
ARR
Annualised
ARR
108.0%
9.4%
GAIA

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ARR
ARR
GAIA
GAIA
Revenue
$50.4M
$25.5M
Net Profit
$211.7M
$-75.0K
Gross Margin
87.6%
Operating Margin
-2.6%
Net Margin
420.2%
-0.3%
Revenue YoY
297.9%
5.8%
Net Profit YoY
555.9%
91.7%
EPS (diluted)
$2.43
$-0.02

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.

Revenue
ARR
ARR
GAIA
GAIA
Q4 25
$50.4M
$25.5M
Q3 25
$38.5M
$25.0M
Q2 25
$33.1M
$24.6M
Q1 25
$36.3M
$23.8M
Q4 24
$12.7M
$24.1M
Q3 24
$22.0M
Q2 24
$7.0M
$21.9M
Q1 24
$21.3M
Net Profit
ARR
ARR
GAIA
GAIA
Q4 25
$211.7M
$-75.0K
Q3 25
$159.3M
$-1.2M
Q2 25
$-75.6M
$-2.0M
Q1 25
$27.3M
$-1.2M
Q4 24
$-46.4M
$-907.0K
Q3 24
$-1.2M
Q2 24
$-48.4M
$-2.2M
Q1 24
$-971.0K
Gross Margin
ARR
ARR
GAIA
GAIA
Q4 25
87.6%
Q3 25
86.4%
Q2 25
86.7%
Q1 25
87.7%
Q4 24
88.2%
Q3 24
86.1%
Q2 24
84.5%
Q1 24
85.3%
Operating Margin
ARR
ARR
GAIA
GAIA
Q4 25
-2.6%
Q3 25
-5.0%
Q2 25
-8.9%
Q1 25
-4.3%
Q4 24
-7.1%
Q3 24
-5.3%
Q2 24
-9.1%
Q1 24
-4.0%
Net Margin
ARR
ARR
GAIA
GAIA
Q4 25
420.2%
-0.3%
Q3 25
413.5%
-4.6%
Q2 25
-228.4%
-8.3%
Q1 25
75.2%
-5.1%
Q4 24
-366.8%
-3.8%
Q3 24
-5.4%
Q2 24
-693.8%
-9.9%
Q1 24
-4.6%
EPS (diluted)
ARR
ARR
GAIA
GAIA
Q4 25
$2.43
$-0.02
Q3 25
$1.49
$-0.05
Q2 25
$-0.94
$-0.07
Q1 25
$0.32
$-0.04
Q4 24
$-0.91
$-0.03
Q3 24
$-0.05
Q2 24
$-1.05
$-0.09
Q1 24
$-0.05

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARR
ARR
GAIA
GAIA
Cash + ST InvestmentsLiquidity on hand
$63.3M
$13.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.3B
$87.9M
Total Assets
$21.0B
$154.6M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARR
ARR
GAIA
GAIA
Q4 25
$63.3M
$13.5M
Q3 25
$44.2M
$14.2M
Q2 25
$141.2M
$13.9M
Q1 25
$49.1M
$13.1M
Q4 24
$68.0M
$5.9M
Q3 24
$4.4M
Q2 24
$126.6M
$5.5M
Q1 24
$8.6M
Stockholders' Equity
ARR
ARR
GAIA
GAIA
Q4 25
$2.3B
$87.9M
Q3 25
$2.1B
$86.3M
Q2 25
$1.7B
$85.7M
Q1 25
$1.7B
$87.0M
Q4 24
$1.4B
$80.7M
Q3 24
$81.2M
Q2 24
$1.2B
$82.1M
Q1 24
$84.8M
Total Assets
ARR
ARR
GAIA
GAIA
Q4 25
$21.0B
$154.6M
Q3 25
$19.4B
$151.1M
Q2 25
$16.2B
$147.0M
Q1 25
$15.5B
$148.5M
Q4 24
$13.5B
$141.2M
Q3 24
$139.6M
Q2 24
$10.1B
$142.1M
Q1 24
$133.8M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARR
ARR
GAIA
GAIA
Operating Cash FlowLast quarter
$124.2M
$1.8M
Free Cash FlowOCF − Capex
$76.0K
FCF MarginFCF / Revenue
0.3%
Capex IntensityCapex / Revenue
6.6%
Cash ConversionOCF / Net Profit
0.59×
TTM Free Cash FlowTrailing 4 quarters
$-377.0K

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARR
ARR
GAIA
GAIA
Q4 25
$124.2M
$1.8M
Q3 25
$-37.8M
$326.0K
Q2 25
$25.0M
$2.3M
Q1 25
$101.5M
$1.3M
Q4 24
$261.5M
$2.7M
Q3 24
$409.0K
Q2 24
$27.1M
$-2.1M
Q1 24
$5.9M
Free Cash Flow
ARR
ARR
GAIA
GAIA
Q4 25
$76.0K
Q3 25
$-1.6M
Q2 25
$880.0K
Q1 25
$268.0K
Q4 24
$1.6M
Q3 24
$-952.0K
Q2 24
$-3.5M
Q1 24
$4.9M
FCF Margin
ARR
ARR
GAIA
GAIA
Q4 25
0.3%
Q3 25
-6.4%
Q2 25
3.6%
Q1 25
1.1%
Q4 24
6.5%
Q3 24
-4.3%
Q2 24
-16.1%
Q1 24
22.8%
Capex Intensity
ARR
ARR
GAIA
GAIA
Q4 25
6.6%
Q3 25
7.7%
Q2 25
5.7%
Q1 25
4.3%
Q4 24
4.6%
Q3 24
6.2%
Q2 24
6.6%
Q1 24
5.0%
Cash Conversion
ARR
ARR
GAIA
GAIA
Q4 25
0.59×
Q3 25
-0.24×
Q2 25
Q1 25
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

ARR
ARR

Segment breakdown not available.

GAIA
GAIA

US$16.7M65%
Non Us$8.8M35%

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