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
DateValue
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%