PennyMac Financial Services (PFSI) Return on Invested Capital (2017 - 2021)
PennyMac Financial Services (PFSI) posted quarterly Return on Invested Capital of 0.24% for Q4 2021, down 7.0% year-over-year from 0.26% in Q4 2020, and down 24.21% quarter-over-quarter from 0.31% in Q3 2021.
PennyMac Financial Services (PFSI) Return on Invested Capital (2017 - 2021) Analysis & Trends
PennyMac Financial Services (PFSI) has reported Return on Invested Capital for 5 consecutive years, with 0.24% the latest figure, recorded in Q4 2021.
- In Q4 2021, Return on Invested Capital fell 7.0% year-over-year to 0.24%; the TTM figure through Dec 2021 stood at 0.24% (down 7.0% YoY), while the FY2020 annual figure was 1.06%, up 171.0% from the prior year.
- Return on Invested Capital eased to 0.24% in Q4 2021 per PFSI's latest filing, from 0.31% in the prior quarter.
- Across five years, Return on Invested Capital topped out at 0.41% in Q2 2021 and bottomed at 0.0% in Q4 2018.
- Historically, Return on Invested Capital has averaged 0.13% across 5 years, with a median of 0.06% in 2019.
- On a YoY basis, Return on Invested Capital climbed as much as 29 bps in 2021 and fell as far as 7 bps in 2021.
- PennyMac Financial Services' Return on Invested Capital stood at 0.0% in 2017, then plunged by 40 bps to 0.0% in 2018, then surged by 30101 bps to 0.06% in 2019, then surged by 389 bps to 0.3% in 2020, then retreated by 22 bps to 0.24% in 2021.
- Business Quant data shows PFSI's Return on Invested Capital at 0.24% in Q4 2021, 0.31% in Q3 2021, and 0.41% in Q2 2021.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 39.55 Bn | 36.45 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 36.61 Bn | 36.61 Bn | - | 0.00% |
| 3 | Federal Home Loan Mortgage | 18.43 Bn | 14.11 Bn | - | 0.00% |
| 4 | PennyMac Financial Services | 3.90 Bn | 3.15 Bn | 480.08 Mn | - |
| 5 | CNFinance Holdings | 1.52 Bn | 1.45 Bn | - | - |
| 6 | Walker & Dunlop | 1.34 Bn | 1.18 Bn | - | 0.00% |
| 7 | Velocity Financial | 711.47 Mn | -6.74 Bn | - | 0.00% |
| 8 | UWM Holdings | 472.54 Mn | -25.87 Mn | - | 0.05% |
| 9 | Onity | 303.25 Mn | 106.95 Mn | - | 0.00% |
| 10 | loanDepot | 205.70 Mn | -105.44 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2021 | 0.24% |
| Sep 30, 2021 | 0.31% |
| Jun 30, 2021 | 0.41% |
| Mar 31, 2021 | 0.35% |
| Dec 31, 2020 | 0.30% |
| Sep 30, 2020 | 0.19% |
| Jun 30, 2020 | 0.12% |
| Mar 31, 2020 | 0.09% |
| Dec 31, 2019 | 0.06% |
| 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% |
| Dec 31, 2017 | 0.00% |