HOPE vs. PFSI
Compare and contrast key facts about Hope Bancorp, Inc. (HOPE) and PennyMac Financial Services, Inc. (PFSI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HOPE or PFSI.
Key characteristics
| HOPE | PFSI | |
|---|---|---|
| YTD Return | 17.87% | 15.42% |
| 1Y Return | 40.29% | 32.69% |
| 3Y Return (Ann) | 0.12% | 18.57% |
| 5Y Return (Ann) | 3.89% | 27.57% |
| 10Y Return (Ann) | 3.53% | 21.88% |
| Sharpe Ratio | 1.21 | 1.12 |
| Sortino Ratio | 1.94 | 1.69 |
| Omega Ratio | 1.24 | 1.21 |
| Calmar Ratio | 0.99 | 2.24 |
| Martin Ratio | 4.51 | 5.74 |
| Ulcer Index | 9.43% | 5.76% |
| Daily Std Dev | 35.12% | 29.53% |
| Max Drawdown | -90.29% | -56.49% |
| Current Drawdown | -15.71% | -13.16% |
Fundamentals
| HOPE | PFSI | |
|---|---|---|
| Market Cap | $1.66B | $5.37B |
| EPS | $0.84 | $3.18 |
| PE Ratio | 16.37 | 32.96 |
| PEG Ratio | 1.34 | 4.67 |
| Total Revenue (TTM) | $1.05B | $3.22B |
| Gross Profit (TTM) | $1.05B | $2.61B |
| EBITDA (TTM) | $22.63M | $976.45M |
Correlation
The correlation between HOPE and PFSI is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HOPE vs. PFSI - Performance Comparison
In the year-to-date period, HOPE achieves a 17.87% return, which is significantly higher than PFSI's 15.42% return. Over the past 10 years, HOPE has underperformed PFSI with an annualized return of 3.53%, while PFSI has yielded a comparatively higher 21.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HOPE vs. PFSI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hope Bancorp, Inc. (HOPE) and PennyMac Financial Services, Inc. (PFSI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HOPE vs. PFSI - Dividend Comparison
HOPE's dividend yield for the trailing twelve months is around 4.13%, more than PFSI's 0.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOPE Hope Bancorp, Inc. | 4.13% | 4.64% | 4.37% | 3.81% | 5.13% | 3.77% | 4.55% | 2.74% | 2.06% | 2.44% | 2.43% | 1.51% |
PFSI PennyMac Financial Services, Inc. | 0.69% | 0.91% | 1.41% | 1.15% | 0.82% | 0.35% | 1.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HOPE vs. PFSI - Drawdown Comparison
The maximum HOPE drawdown since its inception was -90.29%, which is greater than PFSI's maximum drawdown of -56.49%. Use the drawdown chart below to compare losses from any high point for HOPE and PFSI. For additional features, visit the drawdowns tool.
Volatility
HOPE vs. PFSI - Volatility Comparison
Hope Bancorp, Inc. (HOPE) has a higher volatility of 16.71% compared to PennyMac Financial Services, Inc. (PFSI) at 7.59%. This indicates that HOPE's price experiences larger fluctuations and is considered to be riskier than PFSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HOPE vs. PFSI - Financials Comparison
This section allows you to compare key financial metrics between Hope Bancorp, Inc. and PennyMac Financial Services, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities