STWD vs TWO
STWD: A real estate investment trust that originates and manages a diversified portfolio of commercial and residential mortgage loans, infrastructure debt, and equity real estate properties to generate risk-adjusted returns for investors. TWO: A mortgage REIT focused on investing in residential mortgage-backed securities and mortgage servicing rights to generate returns.
Side-by-side fundamentals
| Metric | STWD | TWO | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $15.98 | $12.12 | |
| Market cap as of 2026-08-03 | $5.9B | $1.3B | |
| P/E as of 2026-08-03 | 16.11 | n/a | |
| PEG as of 2026-08-03 | 3.43 | n/a | |
| Net margin as of 2026-08-03 | +17.6% | -49.1% | STWD higher |
| Gross margin as of 2026-08-03 | +27.4% | +33.3% | TWO higher |
| Operating margin as of 2026-08-03 | +6.4% | -47.4% | STWD higher |
| ROE as of 2026-08-03 | +5.3% | -19.1% | STWD higher |
| ROA as of 2026-08-03 | +0.6% | -3.0% | STWD higher |
| Debt / equity as of 2026-08-03 | 3.47 | 4.79 | STWD lower |
| Revenue growth (YoY) as of 2026-08-03 | +5.9% | -14.0% | STWD higher |
| Revenue CAGR (3y) SEC XBRL | +8.0% | n/a | |
| Dividend yield as of 2026-08-03 | +12.0% | +11.2% | STWD higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | STWD higher |
| Beta as of 2026-08-03 | 0.61 | 1.06 | |
| 1-year return as of 2026-07-31 close | -17.9% | +16.0% | TWO higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
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.