STWD vs TWO
STWD: A large, diversified real estate investment trust that combines commercial and residential lending, real estate property ownership, and mortgage servicing into a single platform. 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 | $12.75 | $12.18 | |
| Market cap | $4.7B | $1.3B | |
| P/E as of 2026-10-08 | 12.86 | n/a | |
| Net margin FY2025, SEC XBRL | +22.3% | n/a | |
| ROE FY2025, SEC XBRL | +5.8% | -25.4% | STWD higher |
| ROA FY2025, SEC XBRL | +0.7% | -4.2% | STWD higher |
| Debt / equity as of 2026-09-02 | 3.47 | 3.79 | STWD lower |
| Revenue growth (YoY) as of 2026-09-02 | +5.9% | +17.7% | TWO higher |
| Revenue CAGR (3y) SEC XBRL | +8.0% | n/a | |
| Dividend yield as of 2026-09-02 | +12.9% | +19.4% | TWO higher |
| Dividend streak (yrs) SEC XBRL | 8 | 1 | STWD higher |
| Beta as of 2026-09-02 | 0.60 | 0.62 | |
| 1-year return | -32.1% | +24.2% | TWO higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.