RWT vs TWO
RWT: A residential mortgage REIT that originates and holds mortgage loans while generating returns through servicing, portfolio management, and disciplined capital deployment. TWO: A REIT combining mortgage servicing rights and Agency RMBS investing to generate stable returns while managing interest rate and prepayment risk through its RoundPoint servicing platform.
Side-by-side fundamentals
| Metric | RWT | TWO | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $5.08 | $12.10 | |
| Market cap as of 2026-07-23 | $635M | $1.3B | |
| PEG as of 2026-07-23 | n/a | -0.00 | |
| Net margin as of 2026-07-23 | -7.1% | -49.1% | RWT higher |
| Gross margin as of 2026-07-23 | +6.3% | +33.3% | TWO higher |
| Operating margin as of 2026-07-23 | -5.8% | -47.4% | RWT higher |
| ROE as of 2026-07-23 | -9.2% | -19.1% | RWT higher |
| ROA as of 2026-07-23 | -0.4% | -3.0% | RWT higher |
| Debt / equity as of 2026-07-23 | 26.43 | 4.79 | TWO lower |
| Revenue growth (YoY) as of 2026-07-23 | +21.6% | -14.0% | RWT higher |
| Dividend yield as of 2026-07-23 | +14.2% | +11.2% | RWT higher |
| Dividend streak (yrs) SEC XBRL | 2 | 1 | RWT higher |
| Beta as of 2026-07-23 | 1.44 | 1.06 | |
| 1-year return as of 2026-07-22 close | -17.3% | +18.9% | TWO higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.