TWO vs. ARI, ARR, DX, CIM, PMT, MFA, RWT, RC, NYMT, and IVR
Should you be buying Two Harbors Investment stock or one of its competitors? The main competitors of Two Harbors Investment include Apollo Commercial Real Estate Finance (ARI), ARMOUR Residential REIT (ARR), Dynex Capital (DX), Chimera Investment (CIM), PennyMac Mortgage Investment Trust (PMT), MFA Financial (MFA), Redwood Trust (RWT), Ready Capital (RC), New York Mortgage Trust (NYMT), and Invesco Mortgage Capital (IVR). These companies are all part of the "mortgage reits" industry.
Two Harbors Investment vs. Its Competitors
Two Harbors Investment (NYSE:TWO) and Apollo Commercial Real Estate Finance (NYSE:ARI) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, dividends, community ranking, analyst recommendations, earnings, risk, valuation, institutional ownership and media sentiment.
Two Harbors Investment pays an annual dividend of $1.80 per share and has a dividend yield of 16.5%. Apollo Commercial Real Estate Finance pays an annual dividend of $1.00 per share and has a dividend yield of 10.0%. Two Harbors Investment pays out -352.9% of its earnings in the form of a dividend. Apollo Commercial Real Estate Finance pays out -3,333.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Two Harbors Investment has raised its dividend for 1 consecutive years. Two Harbors Investment is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Two Harbors Investment presently has a consensus target price of $13.14, suggesting a potential upside of 20.52%. Apollo Commercial Real Estate Finance has a consensus target price of $10.13, suggesting a potential upside of 0.80%. Given Two Harbors Investment's stronger consensus rating and higher probable upside, equities analysts clearly believe Two Harbors Investment is more favorable than Apollo Commercial Real Estate Finance.
Two Harbors Investment has a beta of 1.27, meaning that its stock price is 27% more volatile than the S&P 500. Comparatively, Apollo Commercial Real Estate Finance has a beta of 1.48, meaning that its stock price is 48% more volatile than the S&P 500.
Two Harbors Investment received 201 more outperform votes than Apollo Commercial Real Estate Finance when rated by MarketBeat users. Likewise, 66.58% of users gave Two Harbors Investment an outperform vote while only 57.17% of users gave Apollo Commercial Real Estate Finance an outperform vote.
64.2% of Two Harbors Investment shares are owned by institutional investors. Comparatively, 54.4% of Apollo Commercial Real Estate Finance shares are owned by institutional investors. 0.6% of Two Harbors Investment shares are owned by insiders. Comparatively, 0.7% of Apollo Commercial Real Estate Finance shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
In the previous week, Two Harbors Investment had 2 more articles in the media than Apollo Commercial Real Estate Finance. MarketBeat recorded 7 mentions for Two Harbors Investment and 5 mentions for Apollo Commercial Real Estate Finance. Apollo Commercial Real Estate Finance's average media sentiment score of 0.99 beat Two Harbors Investment's score of 0.82 indicating that Apollo Commercial Real Estate Finance is being referred to more favorably in the news media.
Two Harbors Investment has a net margin of 66.24% compared to Apollo Commercial Real Estate Finance's net margin of -39.40%. Apollo Commercial Real Estate Finance's return on equity of 9.37% beat Two Harbors Investment's return on equity.
Two Harbors Investment has higher revenue and earnings than Apollo Commercial Real Estate Finance. Apollo Commercial Real Estate Finance 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.
Summary
Two Harbors Investment beats Apollo Commercial Real Estate Finance on 13 of the 21 factors compared between the two stocks.
Get Two Harbors Investment News Delivered to You Automatically
Sign up to receive the latest news and ratings for TWO and its competitors with MarketBeat's FREE daily newsletter.
New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding TWO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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.
Two Harbors Investment Competitors List
Related Companies and Tools
This page (NYSE:TWO) was last updated on 6/11/2025 by MarketBeat.com Staff
