vs
Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) and SmartRent, Inc. (SMRT). 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 $36.5M, roughly 1.4× SmartRent, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs -8.9%, a 429.1% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs 3.1%). 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.
Budget Rent a Car System, Inc. is an American car rental company that was founded in 1958 in Los Angeles, California by Morris Mirkin. Budget is a subsidiary of the Avis Budget Group, with its operations headquartered in Parsippany, New Jersey.
ARR vs SMRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $36.5M |
| Net Profit | $211.7M | $-3.2M |
| Gross Margin | — | 38.6% |
| Operating Margin | — | -10.9% |
| Net Margin | 420.2% | -8.9% |
| Revenue YoY | 297.9% | 3.1% |
| Net Profit YoY | 555.9% | 71.6% |
| EPS (diluted) | $2.43 | $-0.02 |
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 | $36.5M | ||
| Q3 25 | $38.5M | $36.2M | ||
| Q2 25 | $33.1M | $38.3M | ||
| Q1 25 | $36.3M | $41.3M | ||
| Q4 24 | $12.7M | $35.4M | ||
| Q3 24 | — | $40.5M | ||
| Q2 24 | $7.0M | $48.5M | ||
| Q1 24 | — | $50.5M |
| Q4 25 | $211.7M | $-3.2M | ||
| Q3 25 | $159.3M | $-6.3M | ||
| Q2 25 | $-75.6M | $-10.9M | ||
| Q1 25 | $27.3M | $-40.2M | ||
| Q4 24 | $-46.4M | $-11.4M | ||
| Q3 24 | — | $-9.9M | ||
| Q2 24 | $-48.4M | $-4.6M | ||
| Q1 24 | — | $-7.7M |
| Q4 25 | — | 38.6% | ||
| Q3 25 | — | 26.4% | ||
| Q2 25 | — | 33.1% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 33.2% | ||
| Q2 24 | — | 35.7% | ||
| Q1 24 | — | 38.5% |
| Q4 25 | — | -10.9% | ||
| Q3 25 | — | -19.4% | ||
| Q2 25 | — | -30.5% | ||
| Q1 25 | — | -99.9% | ||
| Q4 24 | — | -36.6% | ||
| Q3 24 | — | -29.0% | ||
| Q2 24 | — | -14.3% | ||
| Q1 24 | — | -20.1% |
| Q4 25 | 420.2% | -8.9% | ||
| Q3 25 | 413.5% | -17.3% | ||
| Q2 25 | -228.4% | -28.3% | ||
| Q1 25 | 75.2% | -97.2% | ||
| Q4 24 | -366.8% | -32.3% | ||
| Q3 24 | — | -24.5% | ||
| Q2 24 | -693.8% | -9.5% | ||
| Q1 24 | — | -15.2% |
| Q4 25 | $2.43 | $-0.02 | ||
| Q3 25 | $1.49 | $-0.03 | ||
| Q2 25 | $-0.94 | $-0.06 | ||
| Q1 25 | $0.32 | $-0.21 | ||
| Q4 24 | $-0.91 | $-0.06 | ||
| Q3 24 | — | $-0.05 | ||
| Q2 24 | $-1.05 | $-0.02 | ||
| Q1 24 | — | $-0.04 |
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 | $104.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.3B | $232.1M |
| Total Assets | $21.0B | $320.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.3M | $104.5M | ||
| Q3 25 | $44.2M | $100.0M | ||
| Q2 25 | $141.2M | $105.0M | ||
| Q1 25 | $49.1M | $125.6M | ||
| Q4 24 | $68.0M | $142.5M | ||
| Q3 24 | — | $163.4M | ||
| Q2 24 | $126.6M | $187.4M | ||
| Q1 24 | — | $204.7M |
| Q4 25 | $2.3B | $232.1M | ||
| Q3 25 | $2.1B | $234.4M | ||
| Q2 25 | $1.7B | $238.8M | ||
| Q1 25 | $1.7B | $250.7M | ||
| Q4 24 | $1.4B | $289.4M | ||
| Q3 24 | — | $305.1M | ||
| Q2 24 | $1.2B | $329.4M | ||
| Q1 24 | — | $333.1M |
| Q4 25 | $21.0B | $320.9M | ||
| Q3 25 | $19.4B | $335.8M | ||
| Q2 25 | $16.2B | $354.0M | ||
| Q1 25 | $15.5B | $366.1M | ||
| Q4 24 | $13.5B | $420.2M | ||
| Q3 24 | — | $448.6M | ||
| Q2 24 | $10.1B | $475.3M | ||
| Q1 24 | — | $485.5M |
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 | $7.7M |
| Free Cash FlowOCF − Capex | — | $7.7M |
| FCF MarginFCF / Revenue | — | 21.0% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | 0.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-25.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $124.2M | $7.7M | ||
| Q3 25 | $-37.8M | $-2.1M | ||
| Q2 25 | $25.0M | $-14.9M | ||
| Q1 25 | $101.5M | $-12.2M | ||
| Q4 24 | $261.5M | $-12.0M | ||
| Q3 24 | — | $-3.7M | ||
| Q2 24 | $27.1M | $-13.9M | ||
| Q1 24 | — | $-3.3M |
| Q4 25 | — | $7.7M | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | $-14.3M | ||
| Q4 24 | — | $-13.3M | ||
| Q3 24 | — | $-3.9M | ||
| Q2 24 | — | $-14.1M | ||
| Q1 24 | — | $-3.4M |
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | -6.1% | ||
| Q2 25 | — | -42.3% | ||
| Q1 25 | — | -34.7% | ||
| Q4 24 | — | -37.5% | ||
| Q3 24 | — | -9.7% | ||
| Q2 24 | — | -29.1% | ||
| Q1 24 | — | -6.7% |
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 0.1% |
| 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.
SMRT
| Hosted Services | $18.1M | 50% |
| Hardware Service | $12.5M | 34% |
| Smart Operations Solutions | $2.6M | 7% |
| Access Control | $2.0M | 5% |
| Other Smart Communities Solutions | $1.3M | 3% |
