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PFSIPennyMac Financial Services, Inc.
$81.11$4.2B
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PennyMac Financial Services, Inc. (PFSI) Financial Ratios

Latest Ratios: P/E Ratio 8.7x · EV/EBITDA 17.8x · ROE 12.3%. (2011–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

PFSI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$4.2B$7.1B$5.4B$4.7B$3.2B$4.7B$5.2B$2.7B$751M$1.8B$1.3B
Enterprise Value$27.0B$29.9B$25.8B$17.2B$13.6B$18.4B$31.5B$9.7B$5.5B$6.8B$4.2B
P/E Ratio →8.7214.1817.4932.256.674.693.146.968.5717.465.66
P/S Ratio0.971.633.422.291.371.321.311.630.661.631.26
P/B Ratio1.011.651.421.320.911.381.521.330.451.030.91
P/FCF————0.531.88——2.39——
P/OCF————0.531.84——1.31——

P/E links to full P/E history page with 30-year chart

PFSI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—6.8416.178.445.885.167.985.794.816.274.10
EV / EBITDA17.8519.7526.5440.6018.4613.0913.8417.5319.5010.966.03
EV / EBIT17.8519.7563.8548.6319.8113.5014.0718.3620.4420.1610.85
EV / FCF————2.297.32——17.43——

PFSI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin91.4%91.4%97.6%41.6%56.3%59.9%70.0%53.1%50.3%52.6%58.0%
Operating Margin34.6%34.6%56.5%17.4%29.7%38.2%56.7%31.5%23.5%31.1%37.8%
Net Profit Margin11.5%11.5%19.5%7.1%20.5%28.2%41.7%23.4%7.7%9.3%6.5%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE12.3%12.3%8.5%4.1%13.8%29.5%60.4%21.1%5.2%6.5%5.4%
ROA1.8%1.8%1.4%0.8%2.7%4.0%7.9%4.4%1.2%1.6%1.5%
ROIC4.4%4.4%3.3%1.6%3.2%4.3%8.5%5.0%3.0%4.5%8.1%
ROCE10.4%10.4%6.2%2.8%6.1%8.8%17.4%10.9%5.9%9.5%18.0%

PFSI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity5.355.355.373.813.404.097.933.452.922.932.13
Debt / EBITDA15.2515.2521.1731.8215.979.9811.8012.8417.388.174.32
Net Debt / Equity—5.285.303.553.023.997.783.392.832.912.06
Net Debt / EBITDA15.0515.0520.9329.6114.179.7311.5712.5916.828.114.18
Debt / FCF————1.765.45——15.04——
Interest Coverage1.571.570.49—————1.852.323.61

PFSI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.040.041.562.052.291.652.561.311.491.691.36
Quick Ratio0.040.041.562.052.291.652.561.311.491.691.36
Cash Ratio0.020.020.020.170.290.040.050.030.050.010.04
Asset Turnover—0.150.060.110.140.190.130.160.150.150.20
Inventory Turnover———————————
Days Sales Outstanding———————————

PFSI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.4%——————————
Payout Ratio12.5%12.5%16.7%28.7%11.5%5.3%1.9%—11.5%——

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield11.5%7.1%5.7%3.1%15.0%21.3%31.9%14.4%11.7%5.7%17.7%
FCF Yield————187.7%53.2%——41.8%——
Buyback Yield0.1%——————————
Total Shareholder Yield1.5%——————————
Shares Outstanding—$54M$53M$53M$56M$67M$79M$80M$35M$79M$77M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Interest rate volatility exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Pricing Reflects Cyclical Uncertainty

As reported in recent financial data, PFSI trades at a P/E of 9.26 and an EV/EBITDA of 18.02, suggesting that the market is pricing in significant earnings volatility rather than assigning a premium to the company's dominant correspondent lending market share and servicing platform.

The forward P/E of 8.38 implies that investors anticipate a contraction in earnings, likely due to the sensitivity of the production segment to interest rate shifts. This valuation discount relative to broader financial services peers appears to reflect the market's skepticism regarding the sustainability of current servicing-driven profitability.

Capital Efficiency Constrained by Volatility

Based on quarterly filings, PFSI's ROIC has remained consistently low, fluctuating between 0.2% and 1.2% over the last ten quarters, which indicates that the company struggles to generate meaningful economic returns on its invested capital despite its scale in the mortgage market.

The persistent compression in ROIC suggests that the capital-intensive nature of maintaining a large MSR portfolio and the variable costs of the production segment dilute overall efficiency. Investors should monitor whether management can improve these returns as the servicing portfolio matures or if structural headwinds will continue to suppress capital productivity.

Working Capital Cycles Obscure Performance

According to recent financial statements, the company's asset turnover remains extremely low at 0.02 to 0.04, highlighting a business model that is heavily reliant on balance sheet-heavy assets rather than rapid inventory or receivable turnover to drive its operational performance.

The lack of consistent data for DSO and CCC metrics makes it difficult to assess the underlying efficiency of the correspondent lending channel. This opacity suggests that the company's operational leverage is highly dependent on external financing conditions rather than internal working capital management.

Liquidity Buffers Show Extreme Instability

As reported in quarterly filings, PFSI's current ratio has exhibited extreme volatility, swinging from a high of 2.05 in 2023Q4 to a precarious 0.03 in 2026Q1, which indicates that the company's short-term liquidity position is subject to rapid and significant fluctuations.

This erratic liquidity profile warrants further investigation, as it may reflect the cyclical nature of warehouse financing lines rather than a fundamental inability to meet obligations. Investors should remain cautious, as such low current ratios in a high-rate environment could signal heightened sensitivity to credit market tightening.

Misapplication of Traditional P/E Multiples

Based on an analysis of the business model, the P/E ratio is frequently misapplied to PFSI because it fails to account for the non-cash fair value adjustments of MSRs that distort GAAP earnings, often leading to an inaccurate assessment of the company's true cash-generating capacity.

Analysts should instead focus on adjusted earnings or cash flow metrics that strip out these non-operating fair value marks to better understand the core profitability of the servicing and production segments. Relying on headline P/E multiples likely obscures the underlying economic reality of the company's mortgage banking operations.

Download Financial Ratios Data

Includes 30+ ratios · 15 years · Updated daily

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PFSI — Frequently Asked Questions

Quick answers to the most common questions about buying PFSI stock.

What is PennyMac Financial Services, Inc.'s P/E ratio?

PennyMac Financial Services, Inc.'s current P/E ratio is 8.7x. The historical average is 12.0x. This places it at the 54th percentile of its historical range.

What is PennyMac Financial Services, Inc.'s EV/EBITDA?

PennyMac Financial Services, Inc.'s current EV/EBITDA is 17.8x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 16.2x.

What is PennyMac Financial Services, Inc.'s ROE?

PennyMac Financial Services, Inc.'s return on equity (ROE) is 12.3%. The historical average is 16.9%.

Is PFSI stock overvalued?

Based on historical data, PennyMac Financial Services, Inc. is trading at a P/E of 8.7x. This is at the 54th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is PennyMac Financial Services, Inc.'s dividend yield?

PennyMac Financial Services, Inc.'s current dividend yield is 1.43% with a payout ratio of 12.5%.

What are PennyMac Financial Services, Inc.'s profit margins?

PennyMac Financial Services, Inc. has 91.4% gross margin and 34.6% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does PennyMac Financial Services, Inc. have?

PennyMac Financial Services, Inc.'s Debt/EBITDA ratio is 15.3x, indicating high leverage. A ratio above 4x may signal elevated financial risk.