CIM vs TWO
CIM: Chimera is an internally managed mortgage REIT that generates returns through a diversified portfolio of residential and commercial mortgage securities, loans, and servicing rights, while also originating Non-QM and business purpose mortgages through its HomeXpress subsidiary. TWO: A mortgage REIT focused on investing in residential mortgage-backed securities and mortgage servicing rights to generate returns.
Side-by-side fundamentals
| Metric | CIM | TWO | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $12.50 | $12.12 | |
| Market cap as of 2026-08-03 | $1.0B | $1.3B | |
| P/E as of 2026-08-03 | 54.11 | n/a | |
| Net margin as of 2026-08-03 | +2.5% | -49.1% | CIM higher |
| Gross margin as of 2026-08-03 | +27.5% | +33.3% | TWO higher |
| Operating margin as of 2026-08-03 | +2.3% | -47.4% | CIM higher |
| ROE as of 2026-08-03 | +0.8% | -19.1% | CIM higher |
| ROA as of 2026-08-03 | +0.1% | -3.0% | CIM higher |
| Debt / equity as of 2026-08-03 | 5.17 | 4.79 | TWO lower |
| Revenue growth (YoY) as of 2026-08-03 | +3.0% | -14.0% | CIM higher |
| Dividend yield as of 2026-08-03 | +14.4% | +11.2% | CIM higher |
| Dividend streak (yrs) SEC XBRL | 2 | 1 | CIM higher |
| Beta as of 2026-08-03 | 1.77 | 1.06 | |
| 1-year return as of 2026-07-27 close | -11.2% | +16.0% | TWO higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.