Pennymac Finl Svcs Stock Performance
| PFSI Stock | USD 107.62 0.97 0.91% |
PennyMac Finl has a performance score of 2 on a scale of 0 to 100. The company holds a Beta of 0.78, which implies possible diversification benefits within a given portfolio. As returns on the market increase, PennyMac Finl's returns are expected to increase less than the market. However, during the bear market, the loss of holding PennyMac Finl is expected to be smaller as well. PennyMac Finl Svcs right now holds a risk of 1.54%. Please check PennyMac Finl Svcs expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if PennyMac Finl Svcs will be following its historical price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in PennyMac Finl Svcs are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, PennyMac Finl is not utilizing all of its potentials. The newest stock price confusion, may contribute to short-horizon losses for the traders. ...more
Actual Historical Performance (%)
One Day Return 0.91 | Five Day Return 12.93 | Year To Date Return 7.79 | Ten Year Return 494.91 | All Time Return 463.46 |
Forward Dividend Yield 0.0113 | Payout Ratio | Forward Dividend Rate 1.2 | Dividend Date 2024-11-27 | Ex Dividend Date 2024-11-18 |
1 | Q3 2024 PennyMac Financial Services Inc Earnings Call Transcript | 10/23/2024 |
2 | Disposition of 184 shares by David Spector of PennyMac Finl at 106.74 subject to Rule 16b-3 | 11/12/2024 |
3 | Disposition of 10500 shares by Daniel Perotti of PennyMac Finl at 100.02 subject to Rule 16b-3 | 11/15/2024 |
4 | Disposition of 3032 shares by Gregory Hendry of PennyMac Finl at 17.52 subject to Rule 16b-3 | 11/20/2024 |
| PennyMac Finl dividend paid on 27th of November 2024 | 11/27/2024 |
5 | Disposition of 4838 shares by David Spector of PennyMac Finl at 105. subject to Rule 16b-3 | 12/04/2024 |
6 | PennyMac Financial Services SWOT analysis mortgage firms stock shows resilience | 12/11/2024 |
7 | PennyMac Mortgage Investment Trust Declares Fourth Quarter 2024 Dividend for Its Common Shares | 12/13/2024 |
8 | Is the Options Market Predicting a Spike in PennyMac Financial Stock | 12/16/2024 |
9 | Acquisition by Joseph Mazzella of 274 shares of PennyMac Finl at 108.16 subject to Rule 16b-3 | 12/20/2024 |
10 | PennyMac Financial Services, Inc. CEO David Spector Sells 61,120 Shares | 12/24/2024 |
11 | Disposition of 7882 shares by Jones Doug of PennyMac Finl at 103.16 subject to Rule 16b-3 | 12/26/2024 |
12 | Disposition of 4000 shares by Joseph Mazzella of PennyMac Finl subject to Rule 16b-3 | 12/30/2024 |
13 | Insiders At PennyMac Financial Services Sold US23m In Stock, Alluding To Potential Weakness | 01/03/2025 |
14 | Disposition of 736 shares by David Spector of PennyMac Finl at 99.87 subject to Rule 16b-3 | 01/08/2025 |
15 | Stocks With Rising Relative Strength PennyMac Finl Svcs | 01/17/2025 |
| Begin Period Cash Flow | 1.3 B |
PennyMac |
PennyMac Finl Relative Risk vs. Return Landscape
If you would invest 10,463 in PennyMac Finl Svcs on October 20, 2024 and sell it today you would earn a total of 299.00 from holding PennyMac Finl Svcs or generate 2.86% return on investment over 90 days. PennyMac Finl Svcs is currently generating 0.0571% in daily expected returns and assumes 1.5384% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of stocks are less volatile than PennyMac, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
PennyMac Finl Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PennyMac Finl's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as PennyMac Finl Svcs, and traders can use it to determine the average amount a PennyMac Finl's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0371
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Estimated Market Risk
| 1.54 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average PennyMac Finl is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of PennyMac Finl by adding it to a well-diversified portfolio.
PennyMac Finl Fundamentals Growth
PennyMac Stock prices reflect investors' perceptions of the future prospects and financial health of PennyMac Finl, and PennyMac Finl fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on PennyMac Stock performance.
| Return On Equity | 0.0465 | ||||
| Return On Asset | 0.0081 | ||||
| Profit Margin | 0.06 % | ||||
| Operating Margin | 0.09 % | ||||
| Current Valuation | 22.22 B | ||||
| Shares Outstanding | 51.26 M | ||||
| Price To Earning | 2.74 X | ||||
| Price To Book | 1.48 X | ||||
| Price To Sales | 1.99 X | ||||
| Revenue | 1.4 B | ||||
| Gross Profit | 2.54 B | ||||
| EBITDA | 709.98 M | ||||
| Net Income | 144.66 M | ||||
| Cash And Equivalents | 1.52 B | ||||
| Cash Per Share | 28.96 X | ||||
| Total Debt | 13.49 B | ||||
| Debt To Equity | 2.73 % | ||||
| Current Ratio | 1.24 X | ||||
| Book Value Per Share | 72.95 X | ||||
| Cash Flow From Operations | (1.58 B) | ||||
| Earnings Per Share | 3.21 X | ||||
| Market Capitalization | 5.52 B | ||||
| Total Asset | 18.84 B | ||||
| Retained Earnings | 3.51 B | ||||
| Working Capital | 5.78 B | ||||
| Current Asset | 442.28 M | ||||
| Current Liabilities | 1.52 B | ||||
About PennyMac Finl Performance
By evaluating PennyMac Finl's fundamental ratios, stakeholders can gain valuable insights into PennyMac Finl's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PennyMac Finl has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if PennyMac Finl has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (26.96) | (25.62) | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.09 | 0.11 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.05 | 0.04 |
Things to note about PennyMac Finl Svcs performance evaluation
Checking the ongoing alerts about PennyMac Finl for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for PennyMac Finl Svcs help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| PennyMac Finl Svcs currently holds about 1.52 B in cash with (1.58 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 28.96. | |
| Roughly 61.0% of the company shares are owned by institutional investors | |
| On 27th of November 2024 PennyMac Finl paid $ 0.3 per share dividend to its current shareholders | |
| Latest headline from investors.com: Stocks With Rising Relative Strength PennyMac Finl Svcs |
- Analyzing PennyMac Finl's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether PennyMac Finl's stock is overvalued or undervalued compared to its peers.
- Examining PennyMac Finl's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating PennyMac Finl's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PennyMac Finl's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of PennyMac Finl's stock. These opinions can provide insight into PennyMac Finl's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for PennyMac Stock analysis
When running PennyMac Finl's price analysis, check to measure PennyMac Finl's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PennyMac Finl is operating at the current time. Most of PennyMac Finl's value examination focuses on studying past and present price action to predict the probability of PennyMac Finl's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PennyMac Finl's price. Additionally, you may evaluate how the addition of PennyMac Finl to your portfolios can decrease your overall portfolio volatility.
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