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

PennyMac Financial Services' (PFSI) quarterly Invested Capital came in at $10.5 million in Q1 2021, down 42.31% year-on-year from $18.1 million in Q1 2020, and down 11.77% on a QoQ basis from $11.9 million in Q4 2020.

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

PennyMac Financial Services (PFSI) has 5 years of Invested Capital data on file, last reported at $10.5 million in Q1 2021.

  • On a quarterly basis, Invested Capital fell 42.31% year-over-year to $10.5 million in Q1 2021; TTM through Dec 2021 was $10.5 million, a 82.76% decrease from a year earlier, with the FY2020 full-year figure at $11.9 million, down 42.99% from the prior year.
  • Invested Capital for Q1 2021 stood at $10.5 million, down from $11.9 million in the prior quarter.
  • Over the last five years, Invested Capital for PFSI reached as high as $3.3 billion in Q2 2017 and fell as low as $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.
  • Across the five-year window, Invested Capital tumbled 99.78% in 2019 and jumped 256.41% in 2020, its largest moves.
  • Year by year, Invested Capital stood at $21.0 million in 2017, then sank by 68.5% to $6.6 million in 2018, then soared by 215.06% to $20.8 million in 2019, then slumped by 42.99% to $11.9 million in 2020, then dropped by 11.77% to $10.5 million in 2021.
  • Per Business Quant data, the three most recent Invested Capital figures were $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 38.33 Bn 35.64 Bn - -
2 Federal National Mortgage Association Fannie Mae 35.67 Bn 35.67 Bn - 4,022.36 Bn
3 Federal Home Loan Mortgage 18.11 Bn 13.64 Bn - 24.41 Bn
4 PennyMac Financial Services 4.41 Bn 3.76 Bn 523.89 Mn -
5 CNFinance Holdings 3.28 Bn 3.20 Bn - 94.91 Mn
6 Walker & Dunlop 1.64 Bn 1.44 Bn - -
7 Velocity Financial 681.36 Mn -6.51 Bn - 73.27 Mn
8 UWM Holdings 540.43 Mn 116.43 Mn - 22.96 Mn
9 Better Home & Finance Holding 362.34 Mn 298.07 Mn - -
10 Onity 340.51 Mn 215.81 Mn - 681.60 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