Two Harbors Investment (TWO) Competitors $11.78 -0.09 (-0.72%) Closing price 05/1/2025 03:59 PM EasternExtended Trading$11.86 +0.08 (+0.64%) As of 07:00 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. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock TWO vs. ARI, ARR, PMT, DX, MFA, CIM, RC, RWT, NYMT, and IVRShould 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), 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. Apollo Commercial Real Estate Finance ARMOUR Residential REIT PennyMac Mortgage Investment Trust Dynex Capital MFA Financial Chimera Investment Ready Capital Redwood Trust New York Mortgage Trust Invesco Mortgage Capital Apollo Commercial Real Estate Finance (NYSE:ARI) and Two Harbors Investment (NYSE:TWO) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, institutional ownership, community ranking, valuation, earnings, dividends and media sentiment. Do institutionals & insiders have more ownership in ARI or TWO? 54.4% of Apollo Commercial Real Estate Finance shares are owned by institutional investors. Comparatively, 64.2% of Two Harbors Investment shares are owned by institutional investors. 0.7% of Apollo Commercial Real Estate Finance shares are owned by company insiders. Comparatively, 0.7% of Two Harbors Investment shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term. Which has more risk & volatility, ARI or TWO? Apollo Commercial Real Estate Finance has a beta of 1.41, indicating that its stock price is 41% more volatile than the S&P 500. Comparatively, Two Harbors Investment has a beta of 1.36, indicating that its stock price is 36% more volatile than the S&P 500. Do analysts prefer ARI or TWO? Apollo Commercial Real Estate Finance currently has a consensus price target of $9.88, indicating a potential upside of 4.44%. Two Harbors Investment has a consensus price target of $13.29, indicating a potential upside of 12.73%. Given Two Harbors Investment's stronger consensus rating and higher possible upside, analysts clearly believe Two Harbors Investment is more favorable than Apollo Commercial Real Estate Finance.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Apollo Commercial Real Estate Finance 0 Sell rating(s) 3 Hold rating(s) 2 Buy rating(s) 0 Strong Buy rating(s) 2.40Two Harbors Investment 0 Sell rating(s) 3 Hold rating(s) 4 Buy rating(s) 0 Strong Buy rating(s) 2.57 Is ARI or TWO more profitable? 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.Company Net Margins Return on Equity Return on Assets Apollo Commercial Real Estate Finance-39.40% 9.37% 2.03% Two Harbors Investment 66.24%6.52%0.81% Is ARI or TWO a better dividend stock? Apollo Commercial Real Estate Finance pays an annual dividend of $1.00 per share and has a dividend yield of 10.6%. Two Harbors Investment pays an annual dividend of $1.80 per share and has a dividend yield of 15.3%. Apollo Commercial Real Estate Finance pays out -3,333.3% of its earnings in the form of a dividend. Two Harbors Investment pays out -352.9% 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. Does the MarketBeat Community believe in ARI or TWO? Two Harbors Investment received 201 more outperform votes than Apollo Commercial Real Estate Finance when rated by MarketBeat users. Likewise, 66.67% of users gave Two Harbors Investment an outperform vote while only 57.27% of users gave Apollo Commercial Real Estate Finance an outperform vote. CompanyUnderperformOutperformApollo Commercial Real Estate FinanceOutperform Votes32357.27% Underperform Votes24142.73% Two Harbors InvestmentOutperform Votes52466.67% Underperform Votes26233.33% Which has stronger earnings and valuation, ARI or TWO? 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. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioApollo Commercial Real Estate Finance$179.60M7.31-$119.64M-$0.03-315.17Two Harbors Investment$216.08M5.67$298.17M-$0.51-23.11 Does the media favor ARI or TWO? In the previous week, Apollo Commercial Real Estate Finance had 12 more articles in the media than Two Harbors Investment. MarketBeat recorded 26 mentions for Apollo Commercial Real Estate Finance and 14 mentions for Two Harbors Investment. Apollo Commercial Real Estate Finance's average media sentiment score of 0.56 beat Two Harbors Investment's score of 0.33 indicating that Apollo Commercial Real Estate Finance is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Apollo Commercial Real Estate Finance 7 Very Positive mention(s) 2 Positive mention(s) 13 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Two Harbors Investment 3 Very Positive mention(s) 1 Positive mention(s) 7 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral SummaryTwo Harbors Investment beats Apollo Commercial Real Estate Finance on 12 of the 20 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart TWO vs. The Competition Export to ExcelMetricTwo Harbors InvestmentReal estate investment trusts IndustryFinance SectorNYSE ExchangeMarket Cap$1.23B$6.94B$11.10B$18.96BDividend Yield14.49%7.06%5.77%4.01%P/E Ratio5.5959.3822.1032.87Price / Sales5.678.3826.3128.03Price / Cash11.7317.3217.6017.52Price / Book0.811.662.674.47Net Income$298.17M$177.71M$1.03B$1.02B7 Day Performance0.04%1.31%0.72%0.59%1 Month Performance-10.38%-5.62%-0.58%-3.54%1 Year Performance-8.50%3.61%537.58%3.80% Two Harbors Investment Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)TWOTwo Harbors Investment4.0194 of 5 stars$11.79-0.7%$13.29+12.7%-7.4%$1.23B$216.08M5.59100Earnings ReportAnalyst ForecastARIApollo Commercial Real Estate Finance2.4784 of 5 stars$8.19-1.9%$9.00+9.9%-5.4%$1.14B$195.66M-8.62N/AAnalyst ForecastNews CoverageARRARMOUR Residential REIT3.2202 of 5 stars$14.07-1.6%$20.50+45.7%-11.9%$1.13B$-478,000.00-32.72N/APMTPennyMac Mortgage Investment Trust3.1361 of 5 stars$12.89-0.8%$14.83+15.1%-10.5%$1.12B$183.53M9.691Positive NewsDXDynex Capital3.0888 of 5 stars$11.46-1.8%$13.33+16.3%+2.9%$1.10B$150.40M7.8020MFAMFA Financial4.0563 of 5 stars$8.89-1.0%$13.60+53.0%-9.1%$911.44M$252.85M10.98350Upcoming EarningsShort Interest ↓Positive NewsCIMChimera Investment4.6143 of 5 stars$11.17-1.9%$16.00+43.2%-4.4%$903.91M$257.93M10.3440Upcoming EarningsPositive NewsRCReady Capital3.4615 of 5 stars$4.38-0.2%$7.04+60.8%-48.3%$752.61M$27.35M-6.26600Upcoming EarningsRWTRedwood Trust4.3079 of 5 stars$5.47-1.3%$7.50+37.1%-5.7%$727.42M$223.32M16.58300Earnings ReportAnalyst ForecastNYMTNew York Mortgage Trust3.2596 of 5 stars$5.34-1.7%$7.00+31.1%-9.5%$483.63M$241.49M-4.6870Earnings ReportAnalyst UpgradeShort Interest ↓News CoveragePositive NewsGap UpIVRInvesco Mortgage Capital2.8094 of 5 stars$6.57-1.4%$10.00+52.2%-16.3%$428.84M$79.55M10.11N/AUpcoming EarningsNews Coverage Related Companies and Tools Related Companies Apollo Commercial Real Estate Finance Alternatives ARMOUR Residential REIT Alternatives PennyMac Mortgage Investment Trust Alternatives Dynex Capital Alternatives MFA Financial Alternatives Chimera Investment Alternatives Ready Capital Alternatives Redwood Trust Alternatives New York Mortgage Trust Alternatives Invesco Mortgage Capital Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:TWO) was last updated on 5/2/2025 by MarketBeat.com Staff From Our PartnersThe next market Nvidia is positioned to dominate …Robots — built by Nvidia. 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