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Two Harbors Investments (TWO) Competitors

Two Harbors Investments logo
$12.18 0.00 (0.00%)
As of 08/25/2026

TWO vs. AGNC, ARR, CIM, DX, and EFC

Should you buy Two Harbors Investments stock or one of its competitors? Two Harbors Investments's main competitors and comparable companies include AGNC Investment (AGNC), ARMOUR Residential REIT (ARR), Chimera Investment (CIM), Dynex Capital (DX), and Ellington Financial (EFC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "mortgage reits" industry.

How does Two Harbors Investments compare to AGNC Investment?

Two Harbors Investments (NYSE:TWO) and AGNC Investment (NASDAQ:AGNC) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, media sentiment, dividends, profitability, analyst recommendations, valuation, institutional ownership and earnings.

Two Harbors Investments presently has a consensus price target of $12.75, indicating a potential upside of 4.68%. AGNC Investment has a consensus price target of $11.11, indicating a potential upside of 1.94%. Given Two Harbors Investments' higher probable upside, research analysts plainly believe Two Harbors Investments is more favorable than AGNC Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Two Harbors Investments
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.13
AGNC Investment
0 Sell rating(s)
7 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.36

In the previous week, Two Harbors Investments had 7 more articles in the media than AGNC Investment. MarketBeat recorded 19 mentions for Two Harbors Investments and 12 mentions for AGNC Investment. AGNC Investment's average media sentiment score of 1.23 beat Two Harbors Investments' score of 0.71 indicating that AGNC Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Two Harbors Investments
8 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
AGNC Investment
9 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

64.2% of Two Harbors Investments shares are held by institutional investors. Comparatively, 38.3% of AGNC Investment shares are held by institutional investors. 0.7% of Two Harbors Investments shares are held by company insiders. Comparatively, 0.4% of AGNC Investment shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Two Harbors Investments has a beta of 1.04, suggesting that its stock price is 4% more volatile than the broader market. Comparatively, AGNC Investment has a beta of 1.32, suggesting that its stock price is 32% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Two Harbors Investments$366.65M3.49-$454.30M-$0.74N/A
AGNC Investment$2.40B5.38$1.67B$1.905.74

AGNC Investment has a net margin of 57.94% compared to Two Harbors Investments' net margin of -6.09%. AGNC Investment's return on equity of 17.96% beat Two Harbors Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Two Harbors Investments-6.09% 12.79% 1.44%
AGNC Investment 57.94%17.96%1.57%

Two Harbors Investments pays an annual dividend of $0.48 per share and has a dividend yield of 3.9%. AGNC Investment pays an annual dividend of $1.44 per share and has a dividend yield of 13.2%. Two Harbors Investments pays out -64.9% of its earnings in the form of a dividend. AGNC Investment pays out 75.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Two Harbors Investments has raised its dividend for 1 consecutive years.

Summary

AGNC Investment beats Two Harbors Investments on 13 of the 20 factors compared between the two stocks.

How does Two Harbors Investments compare to ARMOUR Residential REIT?

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

In the previous week, Two Harbors Investments had 11 more articles in the media than ARMOUR Residential REIT. MarketBeat recorded 19 mentions for Two Harbors Investments and 8 mentions for ARMOUR Residential REIT. Two Harbors Investments' average media sentiment score of 0.71 beat ARMOUR Residential REIT's score of 0.70 indicating that Two Harbors Investments is being referred to more favorably in the media.

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

Two Harbors Investments pays an annual dividend of $0.48 per share and has a dividend yield of 3.9%. ARMOUR Residential REIT pays an annual dividend of $2.88 per share and has a dividend yield of 17.6%. Two Harbors Investments pays out -64.9% of its earnings in the form of a dividend. ARMOUR Residential REIT pays out 77.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Two Harbors Investments has increased its dividend for 1 consecutive years.

Two Harbors Investments has a beta of 1.04, indicating that its share price is 4% more volatile than the broader market. Comparatively, ARMOUR Residential REIT has a beta of 1.37, indicating that its share price is 37% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Two Harbors Investments$366.65M3.49-$454.30M-$0.74N/A
ARMOUR Residential REIT$800.42M2.89$322.69M$3.724.39

ARMOUR Residential REIT has a net margin of 44.90% compared to Two Harbors Investments' net margin of -6.09%. ARMOUR Residential REIT's return on equity of 15.10% beat Two Harbors Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Two Harbors Investments-6.09% 12.79% 1.44%
ARMOUR Residential REIT 44.90%15.10%1.66%

Two Harbors Investments presently has a consensus target price of $12.75, suggesting a potential upside of 4.68%. ARMOUR Residential REIT has a consensus target price of $18.50, suggesting a potential upside of 13.36%. Given ARMOUR Residential REIT's stronger consensus rating and higher probable upside, analysts clearly believe ARMOUR Residential REIT is more favorable than Two Harbors Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Two Harbors Investments
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.13
ARMOUR Residential REIT
1 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.20

64.2% of Two Harbors Investments shares are owned by institutional investors. Comparatively, 54.2% of ARMOUR Residential REIT shares are owned by institutional investors. 0.7% of Two Harbors Investments shares are owned by insiders. Comparatively, 0.2% of ARMOUR Residential REIT shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

ARMOUR Residential REIT beats Two Harbors Investments on 12 of the 20 factors compared between the two stocks.

How does Two Harbors Investments compare to Chimera Investment?

Two Harbors Investments (NYSE:TWO) and Chimera Investment (NYSE:CIM) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, institutional ownership, risk, analyst recommendations, valuation, dividends, profitability and media sentiment.

In the previous week, Two Harbors Investments had 16 more articles in the media than Chimera Investment. MarketBeat recorded 19 mentions for Two Harbors Investments and 3 mentions for Chimera Investment. Two Harbors Investments' average media sentiment score of 0.71 beat Chimera Investment's score of 0.32 indicating that Two Harbors Investments is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Two Harbors Investments
8 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Chimera Investment
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Two Harbors Investments pays an annual dividend of $0.48 per share and has a dividend yield of 3.9%. Chimera Investment pays an annual dividend of $1.80 per share and has a dividend yield of 15.6%. Two Harbors Investments pays out -64.9% of its earnings in the form of a dividend. Chimera Investment pays out -176.5% 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 Investments has raised its dividend for 1 consecutive years and Chimera Investment has raised its dividend for 1 consecutive years. Chimera Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Chimera Investment has a net margin of 0.14% compared to Two Harbors Investments' net margin of -6.09%. Two Harbors Investments' return on equity of 12.79% beat Chimera Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Two Harbors Investments-6.09% 12.79% 1.44%
Chimera Investment 0.14%9.82%1.56%

Two Harbors Investments presently has a consensus target price of $12.75, indicating a potential upside of 4.68%. Chimera Investment has a consensus target price of $14.50, indicating a potential upside of 25.87%. Given Chimera Investment's higher possible upside, analysts plainly believe Chimera Investment is more favorable than Two Harbors Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Two Harbors Investments
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.13
Chimera Investment
1 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

64.2% of Two Harbors Investments shares are held by institutional investors. Comparatively, 48.4% of Chimera Investment shares are held by institutional investors. 0.7% of Two Harbors Investments shares are held by insiders. Comparatively, 1.8% of Chimera Investment shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Two Harbors Investments$366.65M3.49-$454.30M-$0.74N/A
Chimera Investment$215.01M4.49$230.50M-$1.02N/A

Two Harbors Investments has a beta of 1.04, indicating that its stock price is 4% more volatile than the broader market. Comparatively, Chimera Investment has a beta of 1.67, indicating that its stock price is 67% more volatile than the broader market.

Summary

Chimera Investment beats Two Harbors Investments on 11 of the 19 factors compared between the two stocks.

How does Two Harbors Investments compare to Dynex Capital?

Dynex Capital (NYSE:DX) and Two Harbors Investments (NYSE:TWO) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, profitability, risk, earnings, institutional ownership, media sentiment, analyst recommendations and dividends.

Dynex Capital currently has a consensus price target of $14.56, indicating a potential upside of 12.80%. Two Harbors Investments has a consensus price target of $12.75, indicating a potential upside of 4.68%. Given Dynex Capital's stronger consensus rating and higher possible upside, research analysts plainly believe Dynex Capital is more favorable than Two Harbors Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dynex Capital
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.50
Two Harbors Investments
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.13

In the previous week, Two Harbors Investments had 14 more articles in the media than Dynex Capital. MarketBeat recorded 19 mentions for Two Harbors Investments and 5 mentions for Dynex Capital. Dynex Capital's average media sentiment score of 1.10 beat Two Harbors Investments' score of 0.71 indicating that Dynex Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dynex Capital
5 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Two Harbors Investments
8 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Dynex Capital has a beta of 0.96, meaning that its share price is 4% less volatile than the broader market. Comparatively, Two Harbors Investments has a beta of 1.04, meaning that its share price is 4% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dynex Capital$533.52M5.99$319.07M$2.634.91
Two Harbors Investments$366.65M3.49-$454.30M-$0.74N/A

Dynex Capital pays an annual dividend of $2.04 per share and has a dividend yield of 15.8%. Two Harbors Investments pays an annual dividend of $0.48 per share and has a dividend yield of 3.9%. Dynex Capital pays out 77.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Two Harbors Investments pays out -64.9% of its earnings in the form of a dividend. Dynex Capital has raised its dividend for 5 consecutive years and Two Harbors Investments has raised its dividend for 1 consecutive years. Dynex Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Dynex Capital has a net margin of 49.18% compared to Two Harbors Investments' net margin of -6.09%. Two Harbors Investments' return on equity of 12.79% beat Dynex Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Dynex Capital49.18% 8.85% 1.06%
Two Harbors Investments -6.09%12.79%1.44%

38.3% of Dynex Capital shares are owned by institutional investors. Comparatively, 64.2% of Two Harbors Investments shares are owned by institutional investors. 0.8% of Dynex Capital shares are owned by company insiders. Comparatively, 0.7% of Two Harbors Investments shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Dynex Capital beats Two Harbors Investments on 13 of the 20 factors compared between the two stocks.

How does Two Harbors Investments compare to Ellington Financial?

Two Harbors Investments (NYSE:TWO) and Ellington Financial (NYSE:EFC) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their earnings, profitability, risk, valuation, media sentiment, analyst recommendations, institutional ownership and dividends.

Two Harbors Investments has a beta of 1.04, meaning that its stock price is 4% more volatile than the broader market. Comparatively, Ellington Financial has a beta of 0.94, meaning that its stock price is 6% less volatile than the broader market.

Ellington Financial has lower revenue, but higher earnings than Two Harbors Investments. Two Harbors Investments is trading at a lower price-to-earnings ratio than Ellington Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Two Harbors Investments$366.65M3.49-$454.30M-$0.74N/A
Ellington Financial$189.96M9.21$146.87M$1.648.28

Ellington Financial has a net margin of 52.43% compared to Two Harbors Investments' net margin of -6.09%. Ellington Financial's return on equity of 16.61% beat Two Harbors Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Two Harbors Investments-6.09% 12.79% 1.44%
Ellington Financial 52.43%16.61%1.38%

64.2% of Two Harbors Investments shares are owned by institutional investors. Comparatively, 55.6% of Ellington Financial shares are owned by institutional investors. 0.7% of Two Harbors Investments shares are owned by company insiders. Comparatively, 3.2% of Ellington Financial shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Two Harbors Investments pays an annual dividend of $0.48 per share and has a dividend yield of 3.9%. Ellington Financial pays an annual dividend of $1.56 per share and has a dividend yield of 11.5%. Two Harbors Investments pays out -64.9% of its earnings in the form of a dividend. Ellington Financial pays out 95.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Two Harbors Investments has increased its dividend for 1 consecutive years.

In the previous week, Two Harbors Investments had 14 more articles in the media than Ellington Financial. MarketBeat recorded 19 mentions for Two Harbors Investments and 5 mentions for Ellington Financial. Ellington Financial's average media sentiment score of 1.22 beat Two Harbors Investments' score of 0.71 indicating that Ellington Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Two Harbors Investments
8 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ellington Financial
5 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Two Harbors Investments currently has a consensus target price of $12.75, indicating a potential upside of 4.68%. Ellington Financial has a consensus target price of $14.50, indicating a potential upside of 6.77%. Given Ellington Financial's higher possible upside, analysts plainly believe Ellington Financial is more favorable than Two Harbors Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Two Harbors Investments
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
2.13
Ellington Financial
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Ellington Financial beats Two Harbors Investments on 10 of the 19 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 TWO 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 InvestmentsMortgage Real Estate Investment Trusts (REITs) IndustryFinance SectorNYSE Exchange
Market Cap$1.28B$1.81B$14.10B$24.18B
Dividend Yield4.05%12.15%5.89%3.71%
P/E Ratio-16.4612.4326.7429.99
Price / Sales3.493.27515.1422.59
Price / Cash11.127.2938.3232.24
Price / Book1.120.672.197.67
Net Income-$454.30M$163.09M$1.31B$1.07B
7 Day Performance1.00%-0.65%0.90%-0.32%
1 Month Performance0.62%0.33%2.48%1.84%
1 Year Performance21.74%-15.60%10.76%13.37%

Two Harbors Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWO
Two Harbors Investments
2.3957 of 5 stars
$12.18
flat
$12.75
+4.7%
N/A$1.28B$366.65MN/A100
AGNC
AGNC Investment
2.2884 of 5 stars
$10.91
-0.7%
$11.11
+1.9%
+11.7%$12.95B$3.52B5.7550
ARR
ARMOUR Residential REIT
3.2662 of 5 stars
$16.33
-0.3%
$18.50
+13.3%
+6.5%$2.31B$442.30M4.39N/A
CIM
Chimera Investment
2.7743 of 5 stars
$11.59
-0.3%
$14.50
+25.2%
-18.8%$970.62M$821.34MN/A40
DX
Dynex Capital
3.2505 of 5 stars
$12.98
-0.6%
$14.56
+12.2%
+2.3%$3.21B$502.28M4.9320

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This page (NYSE:TWO) was last updated on 8/30/2026 by MarketBeat.com Staff.
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