vs
Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and Lulu's Fashion Lounge Holdings, Inc. (LVLU). Click either name above to swap in a different company.
Lulu's Fashion Lounge Holdings, Inc. is the larger business by last-quarter revenue ($66.1M vs $50.4M, roughly 1.3× Armour Residential REIT, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -48.2%, a 468.4% 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 -14.7%).
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.
Lulu's Fashion Lounge Holdings, Inc. is a direct-to-consumer women's fashion retailer offering affordable, trendy apparel, footwear, and accessories. It primarily serves Gen Z and millennial consumers across North America, operating mainly via its e-commerce platform, with limited pop-up physical locations to boost customer engagement.
ARR vs LVLU — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2024
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $66.1M |
| Net Profit | $211.7M | $-31.9M |
| Gross Margin | — | 37.9% |
| Operating Margin | — | -52.8% |
| Net Margin | 420.2% | -48.2% |
| Revenue YoY | 297.9% | -11.8% |
| Net Profit YoY | 555.9% | -340.9% |
| EPS (diluted) | $2.43 | $-13.46 |
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 | — | ||
| Q3 25 | $38.5M | — | ||
| Q2 25 | $33.1M | — | ||
| Q1 25 | $36.3M | — | ||
| Q4 24 | $12.7M | $66.1M | ||
| Q3 24 | — | $80.5M | ||
| Q2 24 | $7.0M | $92.0M | ||
| Q1 24 | — | $77.3M |
| Q4 25 | $211.7M | — | ||
| Q3 25 | $159.3M | — | ||
| Q2 25 | $-75.6M | — | ||
| Q1 25 | $27.3M | — | ||
| Q4 24 | $-46.4M | $-31.9M | ||
| Q3 24 | — | $-6.9M | ||
| Q2 24 | $-48.4M | $-10.8M | ||
| Q1 24 | — | $-5.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 37.9% | ||
| Q3 24 | — | 38.1% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | — | 42.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -52.8% | ||
| Q3 24 | — | -8.5% | ||
| Q2 24 | — | -4.9% | ||
| Q1 24 | — | -8.0% |
| Q4 25 | 420.2% | — | ||
| Q3 25 | 413.5% | — | ||
| Q2 25 | -228.4% | — | ||
| Q1 25 | 75.2% | — | ||
| Q4 24 | -366.8% | -48.2% | ||
| Q3 24 | — | -8.5% | ||
| Q2 24 | -693.8% | -11.7% | ||
| Q1 24 | — | -7.4% |
| Q4 25 | $2.43 | — | ||
| Q3 25 | $1.49 | — | ||
| Q2 25 | $-0.94 | — | ||
| Q1 25 | $0.32 | — | ||
| Q4 24 | $-0.91 | $-13.46 | ||
| Q3 24 | — | $-2.47 | ||
| Q2 24 | $-1.05 | $-3.92 | ||
| Q1 24 | — | $-0.15 |
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 | $4.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.3B | $13.4M |
| Total Assets | $21.0B | $108.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.3M | — | ||
| Q3 25 | $44.2M | — | ||
| Q2 25 | $141.2M | — | ||
| Q1 25 | $49.1M | — | ||
| Q4 24 | $68.0M | $4.5M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | $126.6M | $1.8M | ||
| Q1 24 | — | $5.5M |
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.4B | $13.4M | ||
| Q3 24 | — | $43.8M | ||
| Q2 24 | $1.2B | $48.7M | ||
| Q1 24 | — | $57.7M |
| Q4 25 | $21.0B | — | ||
| Q3 25 | $19.4B | — | ||
| Q2 25 | $16.2B | — | ||
| Q1 25 | $15.5B | — | ||
| Q4 24 | $13.5B | $108.2M | ||
| Q3 24 | — | $153.5M | ||
| Q2 24 | $10.1B | $145.3M | ||
| Q1 24 | — | $160.6M |
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 | $-2.5M |
| Free Cash FlowOCF − Capex | — | $-2.6M |
| FCF MarginFCF / Revenue | — | -3.9% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 0.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $124.2M | — | ||
| Q3 25 | $-37.8M | — | ||
| Q2 25 | $25.0M | — | ||
| Q1 25 | $101.5M | — | ||
| Q4 24 | $261.5M | $-2.5M | ||
| Q3 24 | — | $-5.5M | ||
| Q2 24 | $27.1M | $3.7M | ||
| Q1 24 | — | $6.9M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-2.6M | ||
| Q3 24 | — | $-5.9M | ||
| Q2 24 | — | $3.4M | ||
| Q1 24 | — | $6.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -3.9% | ||
| Q3 24 | — | -7.3% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | — | 8.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.7% |
| 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.
LVLU
| Single Reportable Segment | $63.0M | 95% |
| Other | $2.4M | 4% |
| Stored Value Cards | $750.0K | 1% |
