PennyMac Financial Services PFSI
NYSE PFSI
$75.09 -0.65 (-0.86%)
At close: Aug 21, 2026 · 4:00 PM EDT

PennyMac Financial Services (PFSI) Invested Capital (2017 - 2021)

PennyMac Financial Services (PFSI) posted quarterly Invested Capital of $10.5 million for Q1 2021, down 42.31% year-over-year from $18.1 million in Q1 2020, and down 11.77% quarter-over-quarter from $11.9 million in Q4 2020.

PennyMac Financial Services (PFSI) Invested Capital (2017 - 2021) Analysis & Trends

PennyMac Financial Services (PFSI) has reported Invested Capital for 5 consecutive years, with $10.5 million the latest figure, recorded in Q1 2021.

  • In Q1 2021, Invested Capital fell 42.31% year-over-year to $10.5 million; the TTM figure through Dec 2021 stood at $10.5 million (down 82.76% YoY), while the FY2020 annual figure was $11.9 million, down 42.99% from the prior year.
  • Invested Capital declined to $10.5 million in Q1 2021 per PFSI's latest filing, from $11.9 million in the prior quarter.
  • Across five years, Invested Capital topped out at $3.3 billion in Q2 2017 and bottomed at $5.1 million in Q1 2019.
  • Historically, Invested Capital has averaged $768.9 million across 5 years, with a median of $20.8 million in 2019.
  • Annual changes were most pronounced in 2019 — Invested Capital sank 99.78% — and 2020, when it soared 256.41%.
  • PennyMac Financial Services' Invested Capital stood at $21.0 million in 2017, then sank by 68.5% to $6.6 million in 2018, then jumped by 215.06% to $20.8 million in 2019, then slumped by 42.99% to $11.9 million in 2020, then decreased by 11.77% to $10.5 million in 2021.
  • Business Quant data shows PFSI's Invested Capital at $10.5 million in Q1 2021, $11.9 million in Q4 2020, and $14.0 million in Q3 2020.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Rocket Companies 39.55 Bn 36.45 Bn - -
2 Federal National Mortgage Association Fannie Mae 36.61 Bn 36.61 Bn - 4,012.82 Bn
3 Federal Home Loan Mortgage 18.43 Bn 14.11 Bn - 17.98 Bn
4 PennyMac Financial Services 3.90 Bn 3.15 Bn 480.08 Mn -
5 CNFinance Holdings 1.52 Bn 1.45 Bn - 94.91 Mn
6 Walker & Dunlop 1.34 Bn 1.18 Bn - -
7 Velocity Financial 711.47 Mn -6.74 Bn - 73.43 Mn
8 UWM Holdings 472.54 Mn -25.87 Mn - 22.44 Mn
9 Onity 303.25 Mn 106.95 Mn - 2.06 Bn
10 loanDepot 205.70 Mn -105.44 Mn - -

Historic Data

Download Data
DateValue
Mar 31, 2021 10.47 Mn
Dec 31, 2020 11.86 Mn
Sep 30, 2020 13.96 Mn
Jun 30, 2020 16.75 Mn
Mar 31, 2020 18.15 Mn
Dec 31, 2019 20.81 Mn
Sep 30, 2019 23.88 Mn
Jun 30, 2019 28.30 Mn
Mar 31, 2019 5.09 Mn
Dec 31, 2018 6.61 Mn
Sep 30, 2018 9.63 Mn
Jun 30, 2018 2.26 Bn
Mar 31, 2018 2.34 Bn
Dec 31, 2017 20.97 Mn
Sep 30, 2017 2.64 Bn
Jun 30, 2017 3.31 Bn
Mar 31, 2017 2.33 Bn