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

Omada Health, Inc. is the larger business by last-quarter revenue ($68.0M vs $50.4M, roughly 1.4× Armour Residential REIT, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -4.7%, a 424.9% gap on every dollar of revenue.

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.

Omada Health, Inc. is a leading US-based digital chronic care management company. It offers evidence-based, personalized care programs for conditions including type 2 diabetes, hypertension, musculoskeletal disorders and mental health concerns, serving employers, health plans and health system clients across the United States, paired with professional coaching and digital tracking tools to support sustained member health improvements.

ARR vs OMDA — Head-to-Head

Bigger by revenue
OMDA
OMDA
1.4× larger
OMDA
$68.0M
$50.4M
ARR
Higher net margin
ARR
ARR
424.9% more per $
ARR
420.2%
-4.7%
OMDA

Income Statement — Q4 FY2025 vs Q3 FY2025

Metric
ARR
ARR
OMDA
OMDA
Revenue
$50.4M
$68.0M
Net Profit
$211.7M
$-3.2M
Gross Margin
66.3%
Operating Margin
-3.7%
Net Margin
420.2%
-4.7%
Revenue YoY
297.9%
Net Profit YoY
555.9%
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
OMDA
OMDA
Q4 25
$50.4M
Q3 25
$38.5M
$68.0M
Q2 25
$33.1M
$61.4M
Q1 25
$36.3M
Q4 24
$12.7M
Q2 24
$7.0M
Q1 23
$12.2M
Q4 22
$11.6M
Net Profit
ARR
ARR
OMDA
OMDA
Q4 25
$211.7M
Q3 25
$159.3M
$-3.2M
Q2 25
$-75.6M
$-5.3M
Q1 25
$27.3M
Q4 24
$-46.4M
Q2 24
$-48.4M
Q1 23
$-31.4M
Q4 22
Gross Margin
ARR
ARR
OMDA
OMDA
Q4 25
Q3 25
66.3%
Q2 25
65.7%
Q1 25
Q4 24
Q2 24
Q1 23
Q4 22
Operating Margin
ARR
ARR
OMDA
OMDA
Q4 25
Q3 25
-3.7%
Q2 25
-7.1%
Q1 25
Q4 24
Q2 24
Q1 23
Q4 22
Net Margin
ARR
ARR
OMDA
OMDA
Q4 25
420.2%
Q3 25
413.5%
-4.7%
Q2 25
-228.4%
-8.7%
Q1 25
75.2%
Q4 24
-366.8%
Q2 24
-693.8%
Q1 23
-256.8%
Q4 22
EPS (diluted)
ARR
ARR
OMDA
OMDA
Q4 25
$2.43
Q3 25
$1.49
$-0.06
Q2 25
$-0.94
$-0.24
Q1 25
$0.32
Q4 24
$-0.91
Q2 24
$-1.05
Q1 23
$-0.95
Q4 22

Balance Sheet & Financial Strength

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

Metric
ARR
ARR
OMDA
OMDA
Cash + ST InvestmentsLiquidity on hand
$63.3M
$198.6M
Total DebtLower is stronger
$0
Stockholders' EquityBook value
$2.3B
$217.3M
Total Assets
$21.0B
$287.5M
Debt / EquityLower = less leverage
0.00×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARR
ARR
OMDA
OMDA
Q4 25
$63.3M
Q3 25
$44.2M
$198.6M
Q2 25
$141.2M
$223.1M
Q1 25
$49.1M
Q4 24
$68.0M
Q2 24
$126.6M
Q1 23
Q4 22
$87.3M
Total Debt
ARR
ARR
OMDA
OMDA
Q4 25
Q3 25
$0
Q2 25
$30.0M
Q1 25
Q4 24
Q2 24
Q1 23
Q4 22
Stockholders' Equity
ARR
ARR
OMDA
OMDA
Q4 25
$2.3B
Q3 25
$2.1B
$217.3M
Q2 25
$1.7B
$214.2M
Q1 25
$1.7B
Q4 24
$1.4B
Q2 24
$1.2B
Q1 23
$1.2B
Q4 22
$1.1B
Total Assets
ARR
ARR
OMDA
OMDA
Q4 25
$21.0B
Q3 25
$19.4B
$287.5M
Q2 25
$16.2B
$303.0M
Q1 25
$15.5B
Q4 24
$13.5B
Q2 24
$10.1B
Q1 23
$13.2B
Q4 22
$9.4B
Debt / Equity
ARR
ARR
OMDA
OMDA
Q4 25
Q3 25
0.00×
Q2 25
0.14×
Q1 25
Q4 24
Q2 24
Q1 23
Q4 22

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
OMDA
OMDA
Operating Cash FlowLast quarter
$124.2M
$10.1M
Free Cash FlowOCF − Capex
$9.6M
FCF MarginFCF / Revenue
14.1%
Capex IntensityCapex / Revenue
0.8%
Cash ConversionOCF / Net Profit
0.59×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARR
ARR
OMDA
OMDA
Q4 25
$124.2M
Q3 25
$-37.8M
$10.1M
Q2 25
$25.0M
$-13.3M
Q1 25
$101.5M
Q4 24
$261.5M
Q2 24
$27.1M
Q1 23
$54.2M
Q4 22
$124.1M
Free Cash Flow
ARR
ARR
OMDA
OMDA
Q4 25
Q3 25
$9.6M
Q2 25
$-13.8M
Q1 25
Q4 24
Q2 24
Q1 23
Q4 22
FCF Margin
ARR
ARR
OMDA
OMDA
Q4 25
Q3 25
14.1%
Q2 25
-22.6%
Q1 25
Q4 24
Q2 24
Q1 23
Q4 22
Capex Intensity
ARR
ARR
OMDA
OMDA
Q4 25
Q3 25
0.8%
Q2 25
1.0%
Q1 25
Q4 24
Q2 24
Q1 23
Q4 22
Cash Conversion
ARR
ARR
OMDA
OMDA
Q4 25
0.59×
Q3 25
-0.24×
Q2 25
Q1 25
3.71×
Q4 24
Q2 24
Q1 23
Q4 22

Financial Flow Comparison

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

Revenue Breakdown by Segment

ARR
ARR

Segment breakdown not available.

OMDA
OMDA

Services$62.9M93%
Hardware$5.1M7%

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