(PFSI) PennyMac Finl Svcs - Performance 15.1% in 12m
Compare PFSI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.93%
#6 in Group
Rel. Strength
69.56%
#2430 in Universe
Total Return 12m
15.06%
#7 in Group
Total Return 5y
267.57%
#5 in Group
P/E 14.4
76th Percentile in Group
P/E Forward 7.46
27th Percentile in Group
PEG 4.67
100th Percentile in Group
FCF Yield -20.51%
(?) Percentile in Group
12m Total Return: PFSI (15.1%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Commercial & Residential Mortgage Finance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| MTG NYSE MGIC Investment |
0.52% | 25.5% | 330% | 8.5 | 8.65 | 1.54 | 48.2% | 13.9% |
| AGM NYSE Federal Agricultural |
-6.5% | -2.92% | 233% | 10.7 | 10.2 | 1.46 | 82.9% | 17.5% |
| RDN NYSE Radian |
-3.42% | 10.1% | 171% | 8.04 | 7.84 | 1.18 | -43.4% | - |
| NMIH NASDAQ NMI Holdings |
0.33% | 17.2% | 177% | 7.54 | 7.28 | 1.66 | 95.0% | 13.4% |
| ESNT NYSE Essent |
-1.37% | 9.65% | 141% | 8.04 | 8.1 | 0.84 | -28.9% | -4.26% |
| WD NYSE Walker & Dunlop |
-10.3% | -14.2% | 134% | 24 | 11 | 1.25 | -71.0% | -13.9% |
| RKT NYSE Rocket Companies |
6.96% | 11.1% | -28.6% | 61.1 | 30.6 | 0.69 | -31.8% | 66.9% |
Performance Comparison: PFSI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PFSI
| Total Return (including Dividends) | PFSI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.67% | -2.11% | -0.87% |
| 3 Months | -6.64% | -4.92% | -7.58% |
| 12 Months | 15.06% | 22.69% | 11.88% |
| 5 Years | 267.57% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | PFSI | XLF | S&P 500 |
| 1 Month | -29.7% | 27.8% | 23% |
| 3 Months | -68.5% | -81% | -88.5% |
| 12 Months | 37.2% | 83.7% | 55.1% |
| 5 Years | 79.8% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #10 | -0.57% | -1.82% |
| 3 Month | #11 | -1.81% | 1.01% |
| 12 Month | #7 | -6.22% | 2.85% |
| 5 Years | #6 | 50.1% | 74.8% |
FAQs
Does PFSI PennyMac Finl Svcs outperforms the market?
No,
over the last 12 months PFSI made 15.06%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months PFSI made -6.64%, while XLF made -4.92%.
Over the last 3 months PFSI made -6.64%, while XLF made -4.92%.
Performance Comparison PFSI vs Indeces and Sectors
PFSI vs. Indices PFSI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.38% | -1.80% | 0.20% | 3.18% |
| US NASDAQ 100 | QQQ | -0.65% | -4.07% | -0.23% | 2.39% |
| US Dow Jones Industrial 30 | DIA | 1.32% | 0.51% | 0.29% | 5.86% |
| German DAX 40 | DAX | 1.61% | -3.99% | -19.3% | -9.62% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.34% | 0.15% | 3.19% | 9.10% |
| Hongkong Hang Seng | HSI | 1.37% | -2.73% | -1.72% | 1.17% |
| India NIFTY 50 | INDA | 3.22% | -6.73% | -0.09% | 12.0% |
| Brasil Bovespa | EWZ | 1.18% | -7.27% | -3.50% | 20.9% |
PFSI vs. Sectors PFSI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.13% | -1.62% | -5.93% | -8.90% |
| Consumer Discretionary | XLY | 0.30% | -2.57% | -2.31% | 1.74% |
| Consumer Staples | XLP | 3.88% | -2.87% | -5.11% | 3.86% |
| Energy | XLE | 4.86% | 11.2% | 5.99% | 26.2% |
| Financial | XLF | 1.77% | -0.56% | -7.40% | -7.63% |
| Health Care | XLV | 0.46% | 1.12% | 1.89% | 13.3% |
| Industrial | XLI | -0.04% | -2.78% | -0.51% | 5.47% |
| Materials | XLB | 0.99% | -0.24% | 7.61% | 18.6% |
| Real Estate | XLRE | 1.90% | -1.36% | 1.09% | -3.03% |
| Technology | XLK | -2.07% | -4.36% | 3.54% | 7.33% |
| Utilities | XLU | 3.22% | -2.73% | -1.92% | -6.77% |
| Aerospace & Defense | XAR | -0.57% | -9.06% | -13.3% | -11.5% |
| Biotech | XBI | -0.92% | -4.95% | 12.8% | 16.9% |
| Homebuilder | XHB | 1.07% | -0.40% | 15.0% | 22.1% |
| Retail | XRT | 1.95% | -2.11% | 5.77% | 17.8% |