Two Harbors Investment Corp. (TWO)
NYSEFinancialsReit - MortgageSnapshot 2026-09-04
$12.18+1.08%
Close 2026-08-24 · 1-day change
NYSEFinancialsReit - MortgageSnapshot 2026-09-04
Research Workspace
Put TWO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar broken — Achieve EPS near $0.31 next quarter: Q3 guidance $0.28 vs $0.31 target.
View ThesisRevenue is contracting — down about 20% over the past year.
View GrowthManagement screens weak on capital allocation, earnings delivery.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is volatile — it swings about 0% on a typical day and fell roughly 37% in its worst 12-month stretch.
View RiskTWO's growth relies on achieving EPS near $0.31 next quarter. Recent guidance of $0.28 falls short of this target. Revenue growth has been weak, with the last quarter missing expectations. The stock trades at 13× P/E versus a peer median of 9.5×. This premium suggests the market expects more growth than is justified. A specific risk is the 47% probability of missing outlook in the next quarter. Peer multiples imply a price about 1% below where it trades. This read is provisional.
Trailing returns as of 2026-08-24. TWO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering TWO (as of Aug 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare TWO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TWO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Mortgage REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put TWO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-24. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.