PennyMac Financial Services (PFSI) Return on Invested Capital (2018 - 2021)
PennyMac Financial Services' (PFSI) quarterly Return on Invested Capital came in at 0.24% in Q4 2021, down 5.0% year-on-year from 0.25% in Q4 2020, and down 12.6% on a QoQ basis from 0.27% in Q3 2021.
PennyMac Financial Services (PFSI) Return on Invested Capital (2018 - 2021) Analysis & Trends
PennyMac Financial Services (PFSI) has 4 years of Return on Invested Capital data on file, last reported at 0.24% in Q4 2021.
- On a quarterly basis, Return on Invested Capital fell 5.0% year-over-year to 0.24% in Q4 2021; TTM through Dec 2021 was 0.24%, a 5.0% decrease from a year earlier, with the FY2020 full-year figure at 1.06%, up 171.0% from the prior year.
- Return on Invested Capital for Q4 2021 stood at 0.24%, down from 0.27% in the prior quarter.
- Over the last five years, Return on Invested Capital for PFSI reached as high as 0.38% in Q2 2021 and fell as low as 0.0% in Q4 2018.
- Historically, Return on Invested Capital has averaged 0.13% across 4 years, with a median of 0.09% in 2020.
- On a YoY basis, Return on Invested Capital climbed as much as 25 bps in 2021 and fell as far as 5 bps in 2021.
- Year by year, Return on Invested Capital stood at 0.0% in 2018, then jumped by 38251 bps to 0.08% in 2019, then surged by 262 bps to 0.29% in 2020, then fell by 17 bps to 0.24% in 2021.
- Per Business Quant data, the three most recent Return on Invested Capital figures were 0.24% in Q4 2021, 0.27% in Q3 2021, and 0.38% in Q2 2021.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 38.33 Bn | 35.64 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 35.67 Bn | 35.67 Bn | - | 0.00% |
| 3 | Federal Home Loan Mortgage | 18.11 Bn | 13.64 Bn | - | 0.00% |
| 4 | PennyMac Financial Services | 4.41 Bn | 3.76 Bn | 523.89 Mn | - |
| 5 | CNFinance Holdings | 3.28 Bn | 3.20 Bn | - | - |
| 6 | Walker & Dunlop | 1.64 Bn | 1.44 Bn | - | 0.00% |
| 7 | Velocity Financial | 681.36 Mn | -6.51 Bn | - | 0.00% |
| 8 | UWM Holdings | 540.43 Mn | 116.43 Mn | - | 0.12% |
| 9 | Better Home & Finance Holding | 362.34 Mn | 298.07 Mn | - | - |
| 10 | Onity | 340.51 Mn | 215.81 Mn | - | 0.00% |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2021 | 0.24% |
| Sep 30, 2021 | 0.27% |
| Jun 30, 2021 | 0.38% |
| Mar 31, 2021 | 0.33% |
| Dec 31, 2020 | 0.29% |
| Sep 30, 2020 | 0.21% |
| Jun 30, 2020 | 0.13% |
| Mar 31, 2020 | 0.10% |
| Dec 31, 2019 | 0.08% |
| Sep 30, 2019 | 0.04% |
| Jun 30, 2019 | 0.00% |
| Mar 31, 2019 | 0.00% |
| Dec 31, 2018 | 0.00% |
| Sep 30, 2018 | 0.00% |
| Jun 30, 2018 | 0.00% |
| Mar 31, 2018 | 0.00% |