StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
TWO$12.36+0.24%
Fair $12.36+0.0%

TWO

Two Harbors Investment Corp.

Real Estate / REIT - MortgageNYSE

$12.36

+0.03 (+0.24%)

Fairly Valued+0.0%Fair Value $12.36Fund rank 24/100 · Data gapFallback financials|
SA 26/D
F-Score: 2/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 11.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

26/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is -25.4%, below the 5% threshold
Thesis & Journal · TWOLocal privado en este navegador · Two Harbors Investment Corp.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-25.4%

↓

Gross Margin

N/A

•

Debt/Equity

0.73

↑
52-Week Range$12
$9$14

TradingView lightweight chart

TWO price, volumen y niveles de valoración

Último $12.36Periodo -79.1%
Fair value: $12.36

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-13.1%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $115.1M · net income $-454.3M · FCF $-15.1M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

-394.8%— pts

FCF margin

-13.1%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$115.1M$115.1M$510.7M$31.8M$407.2M$168.6M$525.0M$994.7M$870.0M$745.1M$575.1M$592.9M$577.2M$555.6M$455.0M$201.6M——
Net Income$-454.3M$-454.3M$298.2M$-106.4M$220.2M$187.2M$-1.63B$324.0M$-44.3M$348.6M$353.3M$492.2M$167.1M$579.0M$291.9M$127.4M$35.8M$-8.7M
EPS-4.88-4.882.37-1.602.131.72-24.943.72-2.127.248.1210.803.0110.817.868.459.76—
Net Margin-394.8%-394.8%58.4%-334.7%54.1%111.1%-310.5%32.6%-5.1%46.8%61.4%83.0%29.0%104.2%64.1%63.2%——
Balance Sheet
Debt/Equity0.730.730.600.860.82—————————————
Current Ratio0.210.21————————————————
Cash Flow
Free Cash Flow$-15.1M$-15.1M$86.9M$30.9M$-6.4M—————————————
Returns
ROE-25.4%-25.4%14.0%-4.8%10.1%—-52.8%6.5%-1.0%9.8%10.4%13.8%4.1%15.0%8.5%10.0%9.3%-7.2%
Valuation
P/E——4.92—7.52—————————————
P/B0.720.720.580.600.70—————————————
Growth & Yield
Revenue Growth-77.5%-77.5%1506.9%-92.2%—-67.9%-47.2%14.3%16.8%29.6%-3.0%2.7%3.9%22.1%125.7%———
EPS Growth-305.9%-305.9%248.1%-175.1%—106.9%-770.4%275.5%-129.3%-10.8%-24.8%258.3%-72.1%37.5%-7.0%-13.4%——
Dividend Yield11.4%11.4%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +28.1%

Total return

+28.1%

Start / end P/E

n/dx → n/dx

EPS bridge

2.37 → -4.88

Residual

+16.7%

EPS growthn/d
Multiple reratingn/d
Dividend+11.4%
Residual / FX / buybacks / cross-term+16.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.