PennyMac Financial Services (PFSI) Equity Average (2017 - 2026)

PennyMac Financial Services (PFSI) reported Equity Average of $4.3 billion for Q1 2026, up 11.65% year-over-year from $3.9 billion in Q1 2025, and up 1.38% quarter-over-quarter from $4.3 billion in Q4 2025.

PennyMac Financial Services (PFSI) Equity Average (2017 - 2026) Analysis & Trends

PennyMac Financial Services (PFSI) has 10 years of Equity Average data on file, last reported at $4.3 billion in Q1 2026.

  • Equity Average for Q1 2026 came in at $4.3 billion, up 11.65% year-over-year; the trailing twelve-month figure through Mar 2026 was $4.3 billion (up 11.65% YoY), and the FY2025 annual result was $4.1 billion, up 10.46% from the prior year.
  • Equity Average advanced to $4.3 billion in Q1 2026 per PFSI's latest filing, from $4.3 billion in the prior quarter.
  • Over five years, Equity Average peaked at $4.3 billion in Q1 2026 and troughed at $3.4 billion in Q1 2022.
  • A 5-year average of $3.7 billion and a median of $3.6 billion in 2023 frame the typical range for Equity Average.
  • The sharpest annual moves came in 2022 and 2025: Equity Average slipped 1.12% in 2022, then increased 12.53% in 2025.
  • A 5-year view of Equity Average shows it stood at $3.5 billion in 2022, then climbed by 2.28% to $3.6 billion in 2023, then advanced by 6.43% to $3.8 billion in 2024, then climbed by 12.53% to $4.3 billion in 2025, then grew by 1.38% to $4.3 billion in 2026.
  • Business Quant data shows PFSI's Equity Average at $4.3 billion in Q1 2026, $4.3 billion in Q4 2025, and $4.1 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 Rocket Companies 34.85 Bn 32.16 Bn - 23.06 Bn
2 PennyMac Financial Services 4.14 Bn 3.65 Bn 523.89 Mn 4.32 Bn
3 Walker & Dunlop 1.73 Bn 1.55 Bn - 1.73 Bn
4 UWM Holdings 743.45 Mn 1.57 Bn - 1.60 Bn
5 Velocity Financial 668.42 Mn 583.96 Mn - 684.52 Mn
6 CNFinance Holdings 591.78 Mn 542.97 Mn - 531.08 Mn
7 Better Home & Finance Holding 419.52 Mn 349.24 Mn - 22.87 Mn
8 Onity 306.24 Mn 306.24 Mn - 628.55 Mn
9 loanDepot 209.70 Mn -4.79 Mn - 361.65 Mn
10 Greystone Housing Impact Investors 120.06 Mn 120.06 Mn - 271.66 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 4.32 Bn
Dec 31, 2025 4.26 Bn
Sep 30, 2025 4.12 Bn
Jun 30, 2025 3.97 Bn
Mar 31, 2025 3.87 Bn
Dec 31, 2024 3.78 Bn
Sep 30, 2024 3.70 Bn
Jun 30, 2024 3.62 Bn
Mar 31, 2024 3.55 Bn
Dec 31, 2023 3.56 Bn
Sep 30, 2023 3.53 Bn
Jun 30, 2023 3.47 Bn
Mar 31, 2023 3.46 Bn
Dec 31, 2022 3.48 Bn
Sep 30, 2022 3.47 Bn
Jun 30, 2022 3.45 Bn
Mar 31, 2022 3.43 Bn
Dec 31, 2021 3.46 Bn
Sep 30, 2021 3.51 Bn
Jun 30, 2021 3.49 Bn