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Two Harbors Investment (TWO) Competitors

Two Harbors Investment logo
$13.68 -0.15 (-1.05%)
Closing price 03/21/2025 03:59 PM Eastern
Extended Trading
$13.78 +0.10 (+0.73%)
As of 03/21/2025 07:58 PM 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, DX, PMT, MFA, CIM, 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 ARMOUR Residential REIT (ARR), Apollo Commercial Real Estate Finance (ARI), Dynex Capital (DX), PennyMac Mortgage Investment Trust (PMT), MFA Financial (MFA), Chimera Investment (CIM), 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.

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

Two Harbors Investment has a beta of 1.86, indicating that its share price is 86% more volatile than the S&P 500. Comparatively, ARMOUR Residential REIT has a beta of 1.53, indicating that its share price is 53% more volatile than the S&P 500.

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
Two Harbors Investment$510.75M2.79$298.17M$2.116.48
ARMOUR Residential REIT-$478K-3,899.81-$14.39M-$0.43-43.15

Two Harbors Investment pays an annual dividend of $1.80 per share and has a dividend yield of 13.2%. ARMOUR Residential REIT pays an annual dividend of $2.88 per share and has a dividend yield of 15.5%. 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 pays out -669.8% of its earnings in the form of a dividend. ARMOUR Residential REIT is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

In the previous week, Two Harbors Investment had 1 more articles in the media than ARMOUR Residential REIT. MarketBeat recorded 6 mentions for Two Harbors Investment and 5 mentions for ARMOUR Residential REIT. ARMOUR Residential REIT's average media sentiment score of 1.67 beat Two Harbors Investment's score of 0.51 indicating that ARMOUR Residential REIT is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Two Harbors Investment
2 Very Positive mention(s)
0 Positive mention(s)
3 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Two Harbors Investment received 258 more outperform votes than ARMOUR Residential REIT when rated by MarketBeat users. Likewise, 66.92% of users gave Two Harbors Investment an outperform vote while only 49.07% of users gave ARMOUR Residential REIT an outperform vote.

CompanyUnderperformOutperform
Two Harbors InvestmentOutperform Votes
522
66.92%
Underperform Votes
258
33.08%
ARMOUR Residential REITOutperform Votes
264
49.07%
Underperform Votes
274
50.93%

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
Two Harbors Investment66.24% 6.52% 0.81%
ARMOUR Residential REIT -2.61%16.00%1.65%

Two Harbors Investment currently has a consensus price target of $13.96, indicating a potential upside of 2.07%. ARMOUR Residential REIT has a consensus price target of $20.50, indicating a potential upside of 10.48%. Given ARMOUR Residential REIT's higher probable 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
Two Harbors Investment
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.67
ARMOUR Residential REIT
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

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$1.42B$7.00B$11.33B$19.55B
Dividend Yield13.02%6.57%5.39%3.75%
P/E Ratio6.4862.6922.5833.49
Price / Sales2.796.8425.6628.58
Price / Cash11.7317.3217.6217.54
Price / Book0.941.712.774.56
Net Income$298.17M$177.71M$1.04B$1.02B
7 Day Performance-1.36%-1.05%0.08%-0.36%
1 Month Performance-1.01%-1.78%496.13%-3.42%
1 Year Performance5.60%6.38%538.89%5.93%

Two Harbors Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWO
Two Harbors Investment
2.2828 of 5 stars
$13.68
-1.0%
$13.96
+2.1%
+5.6%$1.42B$510.75M6.48100Dividend Announcement
High Trading Volume
ARR
ARMOUR Residential REIT
3.7703 of 5 stars
$18.70
+0.7%
$20.50
+9.7%
-3.6%$1.88B$-478,000.00-43.48N/APositive News
ARI
Apollo Commercial Real Estate Finance
1.4981 of 5 stars
$10.00
+0.2%
$9.08
-9.1%
-13.3%$1.39B$195.66M-10.52N/APositive News
DX
Dynex Capital
2.9455 of 5 stars
$14.33
+0.7%
$13.56
-5.3%
+14.6%$1.30B$150.40M9.7420Positive News
PMT
PennyMac Mortgage Investment Trust
2.6054 of 5 stars
$14.57
+0.4%
$15.20
+4.4%
+0.9%$1.27B$183.53M10.951Positive News
MFA
MFA Financial
3.769 of 5 stars
$10.93
+0.3%
$13.70
+25.4%
-5.8%$1.12B$252.85M13.50350
CIM
Chimera Investment
4.2763 of 5 stars
$13.76
+0.9%
$16.00
+16.3%
+0.3%$1.11B$257.93M12.7540Dividend Announcement
Positive News
RWT
Redwood Trust
3.7144 of 5 stars
$6.37
-0.4%
$7.75
+21.8%
-0.6%$843.49M$223.32M19.29300News Coverage
Positive News
RC
Ready Capital
3.75 of 5 stars
$4.99
-0.5%
$7.50
+50.5%
-44.5%$813.31M$27.35M-7.12600
NYMT
New York Mortgage Trust
2.3482 of 5 stars
$6.81
-0.4%
$7.00
+2.9%
-2.3%$616.31M$241.49M-5.9770Dividend Announcement
IVR
Invesco Mortgage Capital
1.9129 of 5 stars
$8.61
+0.9%
$10.00
+16.2%
-7.6%$531.19M$79.55M13.24N/A
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This page (NYSE:TWO) was last updated on 3/24/2025 by MarketBeat.com Staff
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