PennyMac Financial Services, Inc. (PFSI)

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The chart shows the growth of an initial investment of $10,000 in PennyMac Financial Services, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

PennyMac Financial Services, Inc. (PFSI) has returned -33.49% so far this year and -11.68% over the past 12 months. Looking at the last ten years, PFSI has achieved an annualized return of 23.71%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 9, 2013, PFSI's average daily return is +0.08%, while the average monthly return is +1.53%. At this rate, your investment would double in approximately 3.8 years.

Historically, 52% of months were positive and 48% were negative. The best month was Apr 2020 with a return of +36.5%, while the worst month was Mar 2020 at -37.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PFSI closed higher 49% of trading days. The best single day was Apr 8, 2020 with a return of +18.1%, while the worst single day was Jan 30, 2026 at -33.3%.

PennyMac Financial Services, Inc. has an annualized alpha of 8.71%, beta of 0.93, and R² of 0.18 versus S&P 500 Index. Calculated based on daily prices since May 10, 2013.

• This stock captured 120.89% of S&P 500 Index gains and 113.11% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.18 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PFSI ranks 30 for risk / return — below 30% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for PennyMac Financial Services, Inc. (PFSI) and compare them to a chosen benchmark (S&P 500 Index).

PennyMac Financial Services, Inc. provided a 1.37% dividend yield over the last twelve months, with an annual payout of $1.20 per share. The company has been increasing its dividends for 6 consecutive years.

The table displays the monthly dividend distributions for PennyMac Financial Services, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the PennyMac Financial Services, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PennyMac Financial Services, Inc. was 56.49%, occurring on Mar 19, 2020. Recovery took 60 trading sessions.

The current PennyMac Financial Services, Inc. drawdown is 45.01%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of PennyMac Financial Services, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how PennyMac Financial Services, Inc. is priced in the market compared to other companies in the Mortgage Finance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.