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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
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| 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.
| 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 |
| 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 |
| 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% |
| 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% |
| 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% |
| 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 | ||
|---|---|---|
| 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.
| 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 |
| 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 |
| 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 | ||
|---|---|---|
| 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.
| 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 |
| 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 |
| 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% |
| 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% |
| 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
Segment breakdown not available.
GAIA
| US | $16.7M | 65% |
| Non Us | $8.8M | 35% |