PennyMac Financial Services (PFSI) Invested Capital (2017 - 2026)
PennyMac Financial Services' (PFSI) quarterly Invested Capital came in at $9.2 billion in Q2 2026, up 11.64% year-over-year from $8.2 billion in Q2 2025, and little changed quarter-over-quarter from $9.2 billion in Q1 2026.
Analysis
PennyMac Financial Services (PFSI) Invested Capital (2017 - 2026) Analysis & Trends
PennyMac Financial Services (PFSI) has reported Invested Capital for 10 consecutive years, with $9.2 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital rose 11.64% year-over-year to $9.2 billion in Q2 2026; TTM through Jun 2026 was $9.2 billion, a 11.64% increase from a year earlier, with the FY2025 full-year figure at $9.1 billion, up 30.7% from the prior year.
- Invested Capital was $9.2 billion for Q2 2026 at PennyMac Financial Services, roughly flat from $9.2 billion in the prior quarter.
- Over five years, Invested Capital peaked at $9.2 billion in Q2 2026 and troughed at $5.2 billion in Q1 2022.
- A 5-year average of $6.9 billion and a median of $6.5 billion in 2023 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital dropped 0.22% in 2022 and soared 30.94% in 2025, its largest moves.
- Over 5 years, Invested Capital stood at $5.4 billion in 2022, then rose by 11.91% to $6.1 billion in 2023, then climbed by 15.44% to $7.0 billion in 2024, then surged by 30.7% to $9.1 billion in 2025, then increased by 0.36% to $9.2 billion in 2026.
- The last three Invested Capital figures came in at $9.2 billion (Q2 2026), $9.2 billion (Q1 2026), and $9.1 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | 40.19 Bn |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | - |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | 2.80 Bn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 9.17 Bn |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 71.33 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 3.97 Bn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 2.54 Bn |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | 525.33 Mn |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | 1.30 Bn |
| 10 | Onity | 266.14 Mn | 69.84 Mn | - | 6.30 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.17 Bn |
| Mar 31, 2026 | 9.16 Bn |
| Dec 31, 2025 | 9.14 Bn |
| Sep 30, 2025 | 9.04 Bn |
| Jun 30, 2025 | 8.22 Bn |
| Mar 31, 2025 | 7.90 Bn |
| Dec 31, 2024 | 6.99 Bn |
| Sep 30, 2024 | 6.90 Bn |
| Jun 30, 2024 | 6.82 Bn |
| Mar 31, 2024 | 6.09 Bn |
| Dec 31, 2023 | 6.06 Bn |
| Sep 30, 2023 | 6.25 Bn |
| Jun 30, 2023 | 5.95 Bn |
| Mar 31, 2023 | 5.92 Bn |
| Dec 31, 2022 | 5.41 Bn |
| Sep 30, 2022 | 5.28 Bn |
| Jun 30, 2022 | 5.25 Bn |
| Mar 31, 2022 | 5.22 Bn |
| Dec 31, 2021 | 5.19 Bn |
| Sep 30, 2021 | 5.29 Bn |