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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and SBC Medical Group Holdings Inc (SBC). 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 $39.6M, roughly 1.3× SBC Medical Group Holdings Inc). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs 35.9%, a 384.4% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs -10.9%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs -15.0%).
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.
SBC Medical Group Holdings Inc. is a leading Japan-headquartered healthcare provider primarily focused on aesthetic medicine, dermatology, and anti-aging wellness services. It operates an extensive network of clinics across Japan, catering to both domestic patients and international medical tourists, with core offerings including cosmetic surgery and non-invasive skincare treatments.
ARR vs SBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $39.6M |
| Net Profit | $211.7M | $14.2M |
| Gross Margin | — | 73.1% |
| Operating Margin | — | 32.5% |
| Net Margin | 420.2% | 35.9% |
| Revenue YoY | 297.9% | -10.9% |
| Net Profit YoY | 555.9% | 117.2% |
| EPS (diluted) | $2.43 | $0.15 |
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 | $39.6M | ||
| Q3 25 | $38.5M | $43.4M | ||
| Q2 25 | $33.1M | $43.4M | ||
| Q1 25 | $36.3M | $47.3M | ||
| Q4 24 | $12.7M | $44.4M | ||
| Q3 24 | — | $53.1M | ||
| Q2 24 | $7.0M | $53.1M | ||
| Q1 24 | — | $54.8M |
| Q4 25 | $211.7M | $14.2M | ||
| Q3 25 | $159.3M | $12.8M | ||
| Q2 25 | $-75.6M | $2.5M | ||
| Q1 25 | $27.3M | $21.5M | ||
| Q4 24 | $-46.4M | $6.5M | ||
| Q3 24 | — | $2.8M | ||
| Q2 24 | $-48.4M | $18.5M | ||
| Q1 24 | — | $18.8M |
| Q4 25 | — | 73.1% | ||
| Q3 25 | — | 70.6% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 79.7% | ||
| Q4 24 | — | 76.3% | ||
| Q3 24 | — | 81.5% | ||
| Q2 24 | — | 74.2% | ||
| Q1 24 | — | 72.1% |
| Q4 25 | — | 32.5% | ||
| Q3 25 | — | 36.6% | ||
| Q2 25 | — | 33.6% | ||
| Q1 25 | — | 51.1% | ||
| Q4 24 | — | 10.6% | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | — | 51.4% | ||
| Q1 24 | — | 44.6% |
| Q4 25 | 420.2% | 35.9% | ||
| Q3 25 | 413.5% | 29.6% | ||
| Q2 25 | -228.4% | 5.7% | ||
| Q1 25 | 75.2% | 45.4% | ||
| Q4 24 | -366.8% | 14.7% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | -693.8% | 34.8% | ||
| Q1 24 | — | 34.2% |
| Q4 25 | $2.43 | $0.15 | ||
| Q3 25 | $1.49 | $0.12 | ||
| Q2 25 | $-0.94 | $0.02 | ||
| Q1 25 | $0.32 | $0.21 | ||
| Q4 24 | $-0.91 | $0.05 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | $-1.05 | $0.20 | ||
| Q1 24 | — | $0.20 |
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 | $164.1M |
| Total DebtLower is stronger | — | $42.8M |
| Stockholders' EquityBook value | $2.3B | $248.3M |
| Total Assets | $21.0B | $380.4M |
| Debt / EquityLower = less leverage | — | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.3M | $164.1M | ||
| Q3 25 | $44.2M | $127.4M | ||
| Q2 25 | $141.2M | $152.7M | ||
| Q1 25 | $49.1M | $132.1M | ||
| Q4 24 | $68.0M | $125.0M | ||
| Q3 24 | — | $137.4M | ||
| Q2 24 | $126.6M | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $42.8M | ||
| Q3 25 | — | $21.1M | ||
| Q2 25 | — | $7.1M | ||
| Q1 25 | — | $6.9M | ||
| Q4 24 | — | $6.6M | ||
| Q3 24 | — | $823.2K | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.3B | $248.3M | ||
| Q3 25 | $2.1B | $248.0M | ||
| Q2 25 | $1.7B | $244.6M | ||
| Q1 25 | $1.7B | $226.4M | ||
| Q4 24 | $1.4B | $195.1M | ||
| Q3 24 | — | $205.0M | ||
| Q2 24 | $1.2B | $8.8M | ||
| Q1 24 | — | $9.0M |
| Q4 25 | $21.0B | $380.4M | ||
| Q3 25 | $19.4B | $321.4M | ||
| Q2 25 | $16.2B | $315.3M | ||
| Q1 25 | $15.5B | $284.6M | ||
| Q4 24 | $13.5B | $266.1M | ||
| Q3 24 | — | $296.5M | ||
| Q2 24 | $10.1B | $19.5M | ||
| Q1 24 | — | $19.8M |
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.03× | ||
| Q1 25 | — | 0.03× | ||
| Q4 24 | — | 0.03× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $52.0M |
| Free Cash FlowOCF − Capex | — | $51.2M |
| FCF MarginFCF / Revenue | — | 129.3% |
| Capex IntensityCapex / Revenue | — | 2.0% |
| Cash ConversionOCF / Net Profit | 0.59× | 3.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $23.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $124.2M | $52.0M | ||
| Q3 25 | $-37.8M | $-20.9M | ||
| Q2 25 | $25.0M | $-8.3M | ||
| Q1 25 | $101.5M | $1.9M | ||
| Q4 24 | $261.5M | $-7.3M | ||
| Q3 24 | — | $5.0M | ||
| Q2 24 | $27.1M | $19.2M | ||
| Q1 24 | — | $3.7M |
| Q4 25 | — | $51.2M | ||
| Q3 25 | — | $-20.9M | ||
| Q2 25 | — | $-8.6M | ||
| Q1 25 | — | $1.7M | ||
| Q4 24 | — | $-7.9M | ||
| Q3 24 | — | $4.6M | ||
| Q2 24 | — | $18.3M | ||
| Q1 24 | — | $3.0M |
| Q4 25 | — | 129.3% | ||
| Q3 25 | — | -48.3% | ||
| Q2 25 | — | -19.9% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | -17.8% | ||
| Q3 24 | — | 8.7% | ||
| Q2 24 | — | 34.5% | ||
| Q1 24 | — | 5.4% |
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 1.3% |
| Q4 25 | 0.59× | 3.66× | ||
| Q3 25 | -0.24× | -1.63× | ||
| Q2 25 | — | -3.39× | ||
| Q1 25 | 3.71× | 0.09× | ||
| Q4 24 | — | -1.12× | ||
| Q3 24 | — | 1.77× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | — | 0.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARR
Segment breakdown not available.
SBC
| Franchising | $10.3M | 26% |
| Medical Corporation Shobikai | $8.1M | 21% |
| Medical Corporation Nasukai | $7.2M | 18% |
| Management Services | $6.3M | 16% |
| Rental Services | $4.3M | 11% |
| Medical Corporation Association Furinkai | $3.0M | 8% |
| Japan Medical And Beauty Inc | $656.5K | 2% |
