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| Date | Value |
|---|---|
| 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 |