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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and Information Services Group Inc. (III). Click either name above to swap in a different company.

Information Services Group Inc. is the larger business by last-quarter revenue ($61.2M vs $50.4M, roughly 1.2× Armour Residential REIT, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs 4.3%, a 416.0% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs 5.9%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs -2.4%).

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.

EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...

ARR vs III — Head-to-Head

Bigger by revenue
III
III
1.2× larger
III
$61.2M
$50.4M
ARR
Growing faster (revenue YoY)
ARR
ARR
+291.9% gap
ARR
297.9%
5.9%
III
Higher net margin
ARR
ARR
416.0% more per $
ARR
420.2%
4.3%
III
Faster 2-yr revenue CAGR
ARR
ARR
Annualised
ARR
108.0%
-2.4%
III

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ARR
ARR
III
III
Revenue
$50.4M
$61.2M
Net Profit
$211.7M
$2.6M
Gross Margin
44.8%
Operating Margin
8.4%
Net Margin
420.2%
4.3%
Revenue YoY
297.9%
5.9%
Net Profit YoY
555.9%
-14.1%
EPS (diluted)
$2.43
$0.06

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
III
III
Q4 25
$50.4M
$61.2M
Q3 25
$38.5M
$62.4M
Q2 25
$33.1M
$61.6M
Q1 25
$36.3M
$59.6M
Q4 24
$12.7M
$57.8M
Q3 24
$61.3M
Q2 24
$7.0M
$64.3M
Q1 24
$64.3M
Net Profit
ARR
ARR
III
III
Q4 25
$211.7M
$2.6M
Q3 25
$159.3M
$3.1M
Q2 25
$-75.6M
$2.2M
Q1 25
$27.3M
$1.5M
Q4 24
$-46.4M
$3.0M
Q3 24
$1.1M
Q2 24
$-48.4M
$2.0M
Q1 24
$-3.4M
Gross Margin
ARR
ARR
III
III
Q4 25
44.8%
Q3 25
42.2%
Q2 25
42.2%
Q1 25
43.1%
Q4 24
41.5%
Q3 24
40.4%
Q2 24
39.5%
Q1 24
36.1%
Operating Margin
ARR
ARR
III
III
Q4 25
8.4%
Q3 25
7.4%
Q2 25
7.6%
Q1 25
5.7%
Q4 24
0.3%
Q3 24
7.0%
Q2 24
5.7%
Q1 24
-3.7%
Net Margin
ARR
ARR
III
III
Q4 25
420.2%
4.3%
Q3 25
413.5%
4.9%
Q2 25
-228.4%
3.5%
Q1 25
75.2%
2.5%
Q4 24
-366.8%
5.3%
Q3 24
1.9%
Q2 24
-693.8%
3.2%
Q1 24
-5.3%
EPS (diluted)
ARR
ARR
III
III
Q4 25
$2.43
$0.06
Q3 25
$1.49
$0.06
Q2 25
$-0.94
$0.04
Q1 25
$0.32
$0.03
Q4 24
$-0.91
$0.07
Q3 24
$0.02
Q2 24
$-1.05
$0.04
Q1 24
$-0.07

Balance Sheet & Financial Strength

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

Metric
ARR
ARR
III
III
Cash + ST InvestmentsLiquidity on hand
$63.3M
$28.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.3B
$94.7M
Total Assets
$21.0B
$211.0M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARR
ARR
III
III
Q4 25
$63.3M
$28.7M
Q3 25
$44.2M
$28.7M
Q2 25
$141.2M
$25.2M
Q1 25
$49.1M
$20.1M
Q4 24
$68.0M
$23.1M
Q3 24
$9.7M
Q2 24
$126.6M
$11.8M
Q1 24
$14.0M
Stockholders' Equity
ARR
ARR
III
III
Q4 25
$2.3B
$94.7M
Q3 25
$2.1B
$94.7M
Q2 25
$1.7B
$94.1M
Q1 25
$1.7B
$95.0M
Q4 24
$1.4B
$96.3M
Q3 24
$96.6M
Q2 24
$1.2B
$95.5M
Q1 24
$95.6M
Total Assets
ARR
ARR
III
III
Q4 25
$21.0B
$211.0M
Q3 25
$19.4B
$213.3M
Q2 25
$16.2B
$200.7M
Q1 25
$15.5B
$202.4M
Q4 24
$13.5B
$204.5M
Q3 24
$227.1M
Q2 24
$10.1B
$235.3M
Q1 24
$234.2M

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
III
III
Operating Cash FlowLast quarter
$124.2M
$5.1M
Free Cash FlowOCF − Capex
$4.3M
FCF MarginFCF / Revenue
7.0%
Capex IntensityCapex / Revenue
1.2%
Cash ConversionOCF / Net Profit
0.59×
1.94×
TTM Free Cash FlowTrailing 4 quarters
$25.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARR
ARR
III
III
Q4 25
$124.2M
$5.1M
Q3 25
$-37.8M
$11.1M
Q2 25
$25.0M
$11.9M
Q1 25
$101.5M
$978.0K
Q4 24
$261.5M
$6.6M
Q3 24
$8.8M
Q2 24
$27.1M
$2.2M
Q1 24
$2.3M
Free Cash Flow
ARR
ARR
III
III
Q4 25
$4.3M
Q3 25
$9.5M
Q2 25
$11.1M
Q1 25
$141.0K
Q4 24
$6.0M
Q3 24
$8.4M
Q2 24
$1.3M
Q1 24
$1.3M
FCF Margin
ARR
ARR
III
III
Q4 25
7.0%
Q3 25
15.2%
Q2 25
18.0%
Q1 25
0.2%
Q4 24
10.4%
Q3 24
13.7%
Q2 24
2.0%
Q1 24
2.0%
Capex Intensity
ARR
ARR
III
III
Q4 25
1.2%
Q3 25
2.5%
Q2 25
1.4%
Q1 25
1.4%
Q4 24
0.9%
Q3 24
0.6%
Q2 24
1.4%
Q1 24
1.6%
Cash Conversion
ARR
ARR
III
III
Q4 25
0.59×
1.94×
Q3 25
-0.24×
3.62×
Q2 25
5.46×
Q1 25
3.71×
0.66×
Q4 24
2.15×
Q3 24
7.66×
Q2 24
1.07×
Q1 24

Financial Flow Comparison

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

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