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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and Honest Company, Inc. (HNST). Click either name above to swap in a different company.

Honest Company, Inc. is the larger business by last-quarter revenue ($88.0M vs $50.4M, roughly 1.7× Armour Residential REIT, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -26.8%, a 447.0% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs -11.8%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 1.0%).

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.

The Honest Company, Inc. is an American digital-first consumer goods company, based in Los Angeles and founded by actress Jessica Alba, Christopher Gavigan, and Brian Lee. The company had $319 million in 2021 sales, and was valued at roughly $550 million as of February 2022. Carla Vernón, Chief Executive Officer, is one of the first Afro-Latina CEOs of a U.S. publicly traded company. The Honest Company has raised multiple rounds of venture capital, and went public via an initial public offeri...

ARR vs HNST — Head-to-Head

Bigger by revenue
HNST
HNST
1.7× larger
HNST
$88.0M
$50.4M
ARR
Growing faster (revenue YoY)
ARR
ARR
+309.7% gap
ARR
297.9%
-11.8%
HNST
Higher net margin
ARR
ARR
447.0% more per $
ARR
420.2%
-26.8%
HNST
Faster 2-yr revenue CAGR
ARR
ARR
Annualised
ARR
108.0%
1.0%
HNST

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ARR
ARR
HNST
HNST
Revenue
$50.4M
$88.0M
Net Profit
$211.7M
$-23.6M
Gross Margin
15.7%
Operating Margin
-27.5%
Net Margin
420.2%
-26.8%
Revenue YoY
297.9%
-11.8%
Net Profit YoY
555.9%
-2813.2%
EPS (diluted)
$2.43
$-0.21

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
HNST
HNST
Q4 25
$50.4M
$88.0M
Q3 25
$38.5M
$92.6M
Q2 25
$33.1M
$93.5M
Q1 25
$36.3M
$97.3M
Q4 24
$12.7M
$99.8M
Q3 24
$99.2M
Q2 24
$7.0M
$93.0M
Q1 24
$86.2M
Net Profit
ARR
ARR
HNST
HNST
Q4 25
$211.7M
$-23.6M
Q3 25
$159.3M
$758.0K
Q2 25
$-75.6M
$3.9M
Q1 25
$27.3M
$3.3M
Q4 24
$-46.4M
$-809.0K
Q3 24
$165.0K
Q2 24
$-48.4M
$-4.1M
Q1 24
$-1.4M
Gross Margin
ARR
ARR
HNST
HNST
Q4 25
15.7%
Q3 25
37.3%
Q2 25
40.4%
Q1 25
38.7%
Q4 24
38.8%
Q3 24
38.7%
Q2 24
38.3%
Q1 24
37.0%
Operating Margin
ARR
ARR
HNST
HNST
Q4 25
-27.5%
Q3 25
0.3%
Q2 25
3.1%
Q1 25
2.6%
Q4 24
-1.0%
Q3 24
0.1%
Q2 24
-4.3%
Q1 24
-1.5%
Net Margin
ARR
ARR
HNST
HNST
Q4 25
420.2%
-26.8%
Q3 25
413.5%
0.8%
Q2 25
-228.4%
4.1%
Q1 25
75.2%
3.3%
Q4 24
-366.8%
-0.8%
Q3 24
0.2%
Q2 24
-693.8%
-4.4%
Q1 24
-1.6%
EPS (diluted)
ARR
ARR
HNST
HNST
Q4 25
$2.43
$-0.21
Q3 25
$1.49
$0.01
Q2 25
$-0.94
$0.03
Q1 25
$0.32
$0.03
Q4 24
$-0.91
$-0.01
Q3 24
$0.00
Q2 24
$-1.05
$-0.04
Q1 24
$-0.01

Balance Sheet & Financial Strength

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

Metric
ARR
ARR
HNST
HNST
Cash + ST InvestmentsLiquidity on hand
$63.3M
$89.6M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.3B
$169.7M
Total Assets
$21.0B
$225.4M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARR
ARR
HNST
HNST
Q4 25
$63.3M
$89.6M
Q3 25
$44.2M
$71.5M
Q2 25
$141.2M
$72.1M
Q1 25
$49.1M
$72.8M
Q4 24
$68.0M
$75.4M
Q3 24
$53.4M
Q2 24
$126.6M
$36.6M
Q1 24
$33.6M
Stockholders' Equity
ARR
ARR
HNST
HNST
Q4 25
$2.3B
$169.7M
Q3 25
$2.1B
$190.2M
Q2 25
$1.7B
$187.0M
Q1 25
$1.7B
$180.4M
Q4 24
$1.4B
$174.3M
Q3 24
$133.9M
Q2 24
$1.2B
$129.7M
Q1 24
$124.8M
Total Assets
ARR
ARR
HNST
HNST
Q4 25
$21.0B
$225.4M
Q3 25
$19.4B
$241.5M
Q2 25
$16.2B
$249.0M
Q1 25
$15.5B
$265.3M
Q4 24
$13.5B
$247.4M
Q3 24
$209.2M
Q2 24
$10.1B
$200.2M
Q1 24
$198.1M

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
HNST
HNST
Operating Cash FlowLast quarter
$124.2M
$19.3M
Free Cash FlowOCF − Capex
$18.1M
FCF MarginFCF / Revenue
20.5%
Capex IntensityCapex / Revenue
1.4%
Cash ConversionOCF / Net Profit
0.59×
TTM Free Cash FlowTrailing 4 quarters
$13.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARR
ARR
HNST
HNST
Q4 25
$124.2M
$19.3M
Q3 25
$-37.8M
$-504.0K
Q2 25
$25.0M
$-745.0K
Q1 25
$101.5M
$-2.9M
Q4 24
$261.5M
$-16.8M
Q3 24
$15.1M
Q2 24
$27.1M
$2.9M
Q1 24
$336.0K
Free Cash Flow
ARR
ARR
HNST
HNST
Q4 25
$18.1M
Q3 25
$-624.0K
Q2 25
$-826.0K
Q1 25
$-3.0M
Q4 24
$-17.2M
Q3 24
$15.0M
Q2 24
$2.9M
Q1 24
$260.0K
FCF Margin
ARR
ARR
HNST
HNST
Q4 25
20.5%
Q3 25
-0.7%
Q2 25
-0.9%
Q1 25
-3.1%
Q4 24
-17.2%
Q3 24
15.1%
Q2 24
3.1%
Q1 24
0.3%
Capex Intensity
ARR
ARR
HNST
HNST
Q4 25
1.4%
Q3 25
0.1%
Q2 25
0.1%
Q1 25
0.1%
Q4 24
0.3%
Q3 24
0.1%
Q2 24
0.0%
Q1 24
0.1%
Cash Conversion
ARR
ARR
HNST
HNST
Q4 25
0.59×
Q3 25
-0.24×
-0.66×
Q2 25
-0.19×
Q1 25
3.71×
-0.90×
Q4 24
Q3 24
91.42×
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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