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Two Harbors Investment (TWO) Competitors

Two Harbors Investment logo
$11.02 +0.15 (+1.33%)
Closing price 04/15/2025 03:59 PM Eastern
Extended Trading
$11.05 +0.04 (+0.32%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

TWO vs. ARR, ARI, PMT, DX, MFA, CIM, RC, RWT, NYMT, and IVR

Should you be buying Two Harbors Investment stock or one of its competitors? The main competitors of Two Harbors Investment include ARMOUR Residential REIT (ARR), Apollo Commercial Real Estate Finance (ARI), PennyMac Mortgage Investment Trust (PMT), Dynex Capital (DX), MFA Financial (MFA), Chimera Investment (CIM), Ready Capital (RC), Redwood Trust (RWT), New York Mortgage Trust (NYMT), and Invesco Mortgage Capital (IVR). These companies are all part of the "mortgage reits" industry.

Two Harbors Investment vs.

ARMOUR Residential REIT (NYSE:ARR) and Two Harbors Investment (NYSE:TWO) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their media sentiment, earnings, analyst recommendations, community ranking, dividends, risk, institutional ownership, profitability and valuation.

ARMOUR Residential REIT has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500. Comparatively, Two Harbors Investment has a beta of 1.36, indicating that its share price is 36% more volatile than the S&P 500.

Two Harbors Investment received 258 more outperform votes than ARMOUR Residential REIT when rated by MarketBeat users. Likewise, 66.84% of users gave Two Harbors Investment an outperform vote while only 49.07% of users gave ARMOUR Residential REIT an outperform vote.

CompanyUnderperformOutperform
ARMOUR Residential REITOutperform Votes
264
49.07%
Underperform Votes
274
50.93%
Two Harbors InvestmentOutperform Votes
522
66.84%
Underperform Votes
259
33.16%

54.2% of ARMOUR Residential REIT shares are held by institutional investors. Comparatively, 64.2% of Two Harbors Investment shares are held by institutional investors. 0.4% of ARMOUR Residential REIT shares are held by company insiders. Comparatively, 0.6% of Two Harbors Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

ARMOUR Residential REIT currently has a consensus price target of $20.50, suggesting a potential upside of 43.91%. Two Harbors Investment has a consensus price target of $13.81, suggesting a potential upside of 25.41%. Given ARMOUR Residential REIT's higher possible upside, analysts plainly believe ARMOUR Residential REIT is more favorable than Two Harbors Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ARMOUR Residential REIT
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Two Harbors Investment
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57

Two Harbors Investment has a net margin of 66.24% compared to ARMOUR Residential REIT's net margin of -2.61%. ARMOUR Residential REIT's return on equity of 16.00% beat Two Harbors Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
ARMOUR Residential REIT-2.61% 16.00% 1.65%
Two Harbors Investment 66.24%6.52%0.81%

Two Harbors Investment has higher revenue and earnings than ARMOUR Residential REIT. ARMOUR Residential REIT is trading at a lower price-to-earnings ratio than Two Harbors Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ARMOUR Residential REIT-$478K-2,383.15-$14.39M-$0.43-33.13
Two Harbors Investment$510.75M2.24$298.17M$2.115.22

ARMOUR Residential REIT pays an annual dividend of $2.88 per share and has a dividend yield of 20.2%. Two Harbors Investment pays an annual dividend of $1.80 per share and has a dividend yield of 16.3%. ARMOUR Residential REIT pays out -669.8% of its earnings in the form of a dividend. Two Harbors Investment pays out 85.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. ARMOUR Residential REIT is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Two Harbors Investment had 1 more articles in the media than ARMOUR Residential REIT. MarketBeat recorded 8 mentions for Two Harbors Investment and 7 mentions for ARMOUR Residential REIT. ARMOUR Residential REIT's average media sentiment score of 0.98 beat Two Harbors Investment's score of 0.50 indicating that ARMOUR Residential REIT is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ARMOUR Residential REIT
4 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Two Harbors Investment
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Summary

Two Harbors Investment beats ARMOUR Residential REIT on 14 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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TWO vs. The Competition

MetricTwo Harbors InvestmentReal estate investment trusts IndustryFinance SectorNYSE Exchange
Market Cap$1.15B$6.68B$10.85B$18.52B
Dividend Yield15.79%7.47%6.00%4.23%
P/E Ratio5.2257.1521.5831.15
Price / Sales2.246.5025.4325.69
Price / Cash11.7317.3217.6117.53
Price / Book0.751.602.574.29
Net Income$298.17M$177.71M$1.03B$1.02B
7 Day Performance-3.63%-0.90%0.14%-0.79%
1 Month Performance-19.51%-8.67%-3.46%-6.88%
1 Year Performance-5.49%4.13%534.69%1.74%

Two Harbors Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWO
Two Harbors Investment
3.5353 of 5 stars
$11.02
+1.3%
$13.81
+25.4%
-7.3%$1.15B$510.75M5.22100
ARR
ARMOUR Residential REIT
3.8066 of 5 stars
$14.59
-3.2%
$20.50
+40.5%
-20.1%$1.17B$-478,000.00-34.09N/AHigh Trading Volume
ARI
Apollo Commercial Real Estate Finance
1.9829 of 5 stars
$8.36
-4.2%
$9.50
+13.7%
-21.1%$1.16B$195.66M-8.82N/AAnalyst Upgrade
PMT
PennyMac Mortgage Investment Trust
3.4969 of 5 stars
$13.09
-4.3%
$15.20
+16.1%
-4.5%$1.14B$183.53M9.861Upcoming Earnings
Positive News
DX
Dynex Capital
3.9725 of 5 stars
$11.72
-3.4%
$13.56
+15.7%
+1.3%$1.13B$150.40M8.0020Upcoming Earnings
Dividend Announcement
Short Interest ↓
High Trading Volume
MFA
MFA Financial
3.5327 of 5 stars
$8.95
-6.6%
$13.70
+53.2%
-17.5%$919.85M$252.85M11.08350High Trading Volume
CIM
Chimera Investment
4.4476 of 5 stars
$10.94
-6.8%
$16.00
+46.2%
-7.9%$891.12M$257.93M10.2040
RC
Ready Capital
3.0314 of 5 stars
$4.66
-1.2%
$7.50
+61.1%
-46.9%$803.98M$27.35M-6.68600
RWT
Redwood Trust
4.0114 of 5 stars
$5.01
-6.4%
$7.75
+54.8%
-4.6%$663.26M$223.32M15.17300Positive News
High Trading Volume
NYMT
New York Mortgage Trust
3.7397 of 5 stars
$5.54
-5.9%
$7.00
+26.4%
-20.8%$503.10M$241.49M-4.8770News Coverage
IVR
Invesco Mortgage Capital
2.2644 of 5 stars
$6.60
-5.0%
$10.00
+51.6%
-20.6%$433.09M$79.55M10.21N/AShort Interest ↑
High Trading Volume
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This page (NYSE:TWO) was last updated on 4/16/2025 by MarketBeat.com Staff
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