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PMTPennyMac Mortgage Investment Trust
$10.60$922M
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  1. Home
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  1. Home
  2. Stocks
  3. PMT
  4. Financial Ratios

PennyMac Mortgage Investment Trust (PMT) Financial Ratios

Latest Ratios: P/E Ratio 10.7x · EV/EBITDA 210.5x · ROE 6.7%. (2010–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

PMT 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$922M$1.1B$1.1B$1.7B$1.1B$1.7B$1.7B$2.0B$1.3B$1.2B$1.3B
Enterprise Value$19.7B$19.9B$12.9B$11.9B$12.4B$12.8B$1.2B$11.0B$7.3B$5.1B$6.1B
P/E Ratio →10.7112.689.199.17—66.6565.159.218.4610.8615.16
P/S Ratio0.901.062.172.30—2.231.242.053.152.674.06
P/B Ratio0.490.580.560.850.580.710.760.800.820.780.93
P/FCF———1.260.63—2.60——5.38—
P/OCF———1.250.63—2.60——5.37—

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

PMT 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—19.3625.5416.34—16.890.8311.5317.7811.2619.54
EV / EBITDA210.46212.2612.549.27470.9818.590.9057.6521.7838.9594.24
EV / EBIT210.46212.2612.549.27470.9818.590.9057.6521.7838.9594.24
EV / FCF———8.956.95—1.73——22.66—

PMT 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 Margin15.4%15.4%75.4%83.2%220.5%59.2%76.3%75.4%65.9%68.8%49.3%
Operating Margin9.1%9.1%65.7%76.9%253.9%52.0%73.0%70.1%56.4%60.5%37.8%
Net Profit Margin12.4%12.4%31.9%27.5%50.3%7.5%3.7%23.7%37.3%26.2%24.4%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE6.7%6.7%8.3%10.2%-3.4%2.4%2.2%11.3%9.8%8.1%5.3%
ROA0.7%0.7%1.2%1.5%-0.5%0.4%0.4%2.3%2.3%2.0%1.2%
ROIC0.4%0.4%1.9%3.3%-2.1%2.7%7.8%5.3%2.7%3.5%1.5%
ROCE0.9%0.9%4.6%8.2%-5.4%4.8%14.5%10.8%3.5%4.7%2.0%

PMT Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity10.1210.126.265.355.804.723.893.733.872.553.59
Debt / EBITDA203.53203.5311.808.19432.2116.226.9347.9418.1030.3175.20
Net Debt / Equity—9.976.085.215.744.69-0.253.693.832.503.56
Net Debt / EBITDA200.63200.6311.477.97427.9616.14-0.4547.4017.9229.7174.66
Debt / FCF———7.696.32—-0.87——17.28—
Interest Coverage0.110.111.441.740.062.264.760.641.910.860.43

PMT Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.030.03———0.031.600.001.963.520.53
Quick Ratio0.030.03———0.031.600.004.337.680.65
Cash Ratio0.060.060.060.070.050.031.530.031.913.520.53
Asset Turnover—0.050.040.06-0.010.050.120.080.050.080.05
Inventory Turnover———————————
Days Sales Outstanding———————————

PMT 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 Yield15.1%12.8%12.7%8.4%15.3%10.9%8.7%7.2%8.9%10.5%10.4%
Payout Ratio109.0%109.0%86.5%70.4%—323.6%289.4%62.3%75.7%107.1%173.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield9.3%7.9%10.9%10.9%—1.5%1.5%10.9%11.8%9.2%6.6%
FCF Yield———79.4%157.5%—38.4%——18.6%—
Buyback Yield0.0%0.0%0.0%1.7%7.8%3.4%2.1%0.0%0.8%7.6%7.8%
Total Shareholder Yield15.1%12.8%12.7%10.1%23.1%14.3%10.8%7.2%9.8%18.1%18.2%
Shares Outstanding—$87M$87M$112M$91M$97M$99M$88M$69M$75M$77M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Excessive leverage and volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Complexity Discount Masks Underlying Value

According to recent market data, PMT trades at a P/B ratio of 0.50, reflecting a significant complexity discount compared to peers, as investors appear to struggle with the opaque valuation of its credit-sensitive assets and the inherent volatility of its mortgage servicing rights portfolio.

The persistent trading of PMT at a substantial discount to book value suggests that the market remains skeptical of the company's internal fair-value models for its CRT and MSR holdings. Investors should monitor whether this valuation gap represents a genuine mispricing of the firm's ecosystem-driven competitive advantage or a rational response to the high-leverage, high-volatility nature of its earnings profile.

NOI Margin Volatility Hinders Performance

Based on quarterly financial reports, PMT's NOI margins have exhibited extreme instability, swinging from a peak of 91.5% in 2025Q4 to a negative 3.0% in 2026Q1, which highlights the structural sensitivity of the firm's profitability to rapid shifts in mortgage asset yields and hedging costs.

The erratic nature of these margins suggests that the company's profitability is less a function of operational efficiency and more a byproduct of fair-value adjustments on its investment portfolio. This volatility makes it difficult to discern organic growth from non-cash accounting gains, warranting caution regarding the sustainability of the firm's core earnings power.

Payout Ratios Signal Dividend Fragility

As reported in historical financial statements, PMT's FFO payout ratio has fluctuated significantly, reaching as high as 114.8% in 2024Q2, which indicates that the dividend is frequently unsupported by recurring distributable earnings and relies on volatile fair-value gains to maintain its current yield.

The inconsistency in the payout ratio suggests that the dividend policy may be disconnected from the underlying cash-generating capacity of the portfolio. Investors should monitor the company's ability to generate consistent AFFO, as the current reliance on non-cash earnings to fund distributions may lead to future dividend adjustments if market conditions deteriorate.

Aggressive Leverage Limits Strategic Flexibility

According to recent SEC filings, PMT maintains a debt-to-equity ratio that peaked at 10.12x in 2025Q4, reflecting a highly aggressive capital structure that leaves the firm with minimal cushion against adverse shifts in mortgage asset valuations or sudden liquidity demands within its credit-sensitive portfolio.

This elevated leverage profile suggests that the company is operating with a narrow margin for error, particularly in a volatile interest rate environment. The reliance on high debt levels to support its investment strategy may increase the risk of forced deleveraging or margin calls if asset values experience significant downward pressure.

Misapplied P/E Distorts REIT Reality

As indicated by the provided financial data, the market's reliance on the standard P/E ratio for PMT is deeply misleading, as it fails to account for the significant non-cash fair-value adjustments that dominate the company's net income and obscure its true distributable cash flow.

Investors should prioritize FFO and AFFO metrics over P/E, as the latter is heavily distorted by the accounting treatment of mortgage servicing rights and credit-sensitive derivatives. Relying on P/E ignores the capital-intensive nature of the business and the necessity of maintenance capex, which are better captured by adjusted REIT-specific performance metrics.

Download Financial Ratios Data

Includes 30+ ratios · 16 years · Updated daily

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PMT — Frequently Asked Questions

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

What is PennyMac Mortgage Investment Trust's P/E ratio?

PennyMac Mortgage Investment Trust's current P/E ratio is 10.7x. The historical average is 17.6x. This places it at the 53th percentile of its historical range.

What is PennyMac Mortgage Investment Trust's EV/EBITDA?

PennyMac Mortgage Investment Trust's current EV/EBITDA is 210.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 29.7x.

What is PennyMac Mortgage Investment Trust's ROE?

PennyMac Mortgage Investment Trust's return on equity (ROE) is 6.7%. The historical average is 8.3%.

Is PMT stock overvalued?

Based on historical data, PennyMac Mortgage Investment Trust is trading at a P/E of 10.7x. This is at the 53th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is PennyMac Mortgage Investment Trust's dividend yield?

PennyMac Mortgage Investment Trust's current dividend yield is 15.11% with a payout ratio of 109.0%.

What are PennyMac Mortgage Investment Trust's profit margins?

PennyMac Mortgage Investment Trust has 15.4% gross margin and 9.1% operating margin.

How much debt does PennyMac Mortgage Investment Trust have?

PennyMac Mortgage Investment Trust's Debt/EBITDA ratio is 203.5x, indicating high leverage. A ratio above 4x may signal elevated financial risk.