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PFSI vs. HII
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

PFSI vs. HII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PennyMac Financial Services, Inc. (PFSI) and Huntington Ingalls Industries, Inc (HII). The values are adjusted to include any dividend payments, if applicable.

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PFSI vs. HII - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PFSI
PennyMac Financial Services, Inc.
-33.49%30.55%16.79%57.84%-17.58%7.69%95.33%60.72%-3.09%34.23%
HII
Huntington Ingalls Industries, Inc
12.06%84.17%-25.67%15.16%26.33%12.11%-30.46%34.00%-18.21%29.48%

Fundamentals

Market Cap

PFSI:

$4.73B

HII:

$14.97B

EPS

PFSI:

$9.30

HII:

$15.36

PE Ratio

PFSI:

9.40

HII:

24.74

PEG Ratio

PFSI:

0.63

HII:

5.75

PS Ratio

PFSI:

1.48

HII:

1.20

PB Ratio

PFSI:

1.10

HII:

2.95

Total Revenue (TTM)

PFSI:

$3.17B

HII:

$12.48B

Gross Profit (TTM)

PFSI:

$2.32B

HII:

$3.70B

EBITDA (TTM)

PFSI:

$1.01B

HII:

$1.07B

Returns By Period

In the year-to-date period, PFSI achieves a -33.49% return, which is significantly lower than HII's 12.06% return. Over the past 10 years, PFSI has outperformed HII with an annualized return of 23.71%, while HII has yielded a comparatively lower 12.82% annualized return.


PFSI

1D
2.94%
1M
-4.93%
YTD
-33.49%
6M
-29.05%
1Y
-11.68%
3Y*
14.90%
5Y*
7.19%
10Y*
23.71%

HII

1D
2.93%
1M
-14.54%
YTD
12.06%
6M
32.95%
1Y
89.66%
3Y*
25.10%
5Y*
15.73%
10Y*
12.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

PFSI vs. HII — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFSI
PFSI Risk / Return Rank: 3131
Overall Rank
PFSI Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
PFSI Sortino Ratio Rank: 3030
Sortino Ratio Rank
PFSI Omega Ratio Rank: 3030
Omega Ratio Rank
PFSI Calmar Ratio Rank: 3434
Calmar Ratio Rank
PFSI Martin Ratio Rank: 3131
Martin Ratio Rank

HII
HII Risk / Return Rank: 9595
Overall Rank
HII Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
HII Sortino Ratio Rank: 9494
Sortino Ratio Rank
HII Omega Ratio Rank: 9393
Omega Ratio Rank
HII Calmar Ratio Rank: 9393
Calmar Ratio Rank
HII Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFSI vs. HII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PennyMac Financial Services, Inc. (PFSI) and Huntington Ingalls Industries, Inc (HII). 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.


PFSIHIIDifference

Sharpe ratio

Return per unit of total volatility

-0.25

2.67

-2.92

Sortino ratio

Return per unit of downside risk

0.01

3.33

-3.32

Omega ratio

Gain probability vs. loss probability

1.00

1.45

-0.45

Calmar ratio

Return relative to maximum drawdown

-0.25

4.74

-5.00

Martin ratio

Return relative to average drawdown

-0.65

21.70

-22.35

PFSI vs. HII - Sharpe Ratio Comparison

The current PFSI Sharpe Ratio is -0.25, which is lower than the HII Sharpe Ratio of 2.67. The chart below compares the historical Sharpe Ratios of PFSI and HII, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PFSIHIIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.25

2.67

-2.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.52

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.43

+0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.64

-0.28

Correlation

The correlation between PFSI and HII is 0.24, 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.


Dividends

PFSI vs. HII - Dividend Comparison

PFSI's dividend yield for the trailing twelve months is around 1.37%, less than HII's 1.44% yield.


TTM20252024202320222021202020192018201720162015
PFSI
PennyMac Financial Services, Inc.
1.37%0.91%0.98%0.91%1.41%1.15%0.82%0.35%1.88%0.00%0.00%0.00%
HII
Huntington Ingalls Industries, Inc
1.44%1.60%2.78%1.93%2.07%2.46%2.48%1.44%1.59%1.07%1.14%1.34%

Drawdowns

PFSI vs. HII - Drawdown Comparison

The maximum PFSI drawdown since its inception was -56.49%, which is greater than HII's maximum drawdown of -49.70%. Use the drawdown chart below to compare losses from any high point for PFSI and HII.


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Drawdown Indicators


PFSIHIIDifference

Max Drawdown

Largest peak-to-trough decline

-56.49%

-49.70%

-6.79%

Max Drawdown (1Y)

Largest decline over 1 year

-47.06%

-18.66%

-28.40%

Max Drawdown (5Y)

Largest decline over 5 years

-47.06%

-45.21%

-1.85%

Max Drawdown (10Y)

Largest decline over 10 years

-56.49%

-49.70%

-6.79%

Current Drawdown

Current decline from peak

-45.01%

-16.27%

-28.74%

Average Drawdown

Average peak-to-trough decline

-16.80%

-13.54%

-3.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.34%

4.08%

+14.26%

Volatility

PFSI vs. HII - Volatility Comparison

PennyMac Financial Services, Inc. (PFSI) and Huntington Ingalls Industries, Inc (HII) have volatilities of 9.57% and 9.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFSIHIIDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.57%

9.55%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

46.58%

27.14%

+19.44%

Volatility (1Y)

Calculated over the trailing 1-year period

46.96%

33.81%

+13.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.53%

30.43%

+6.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.47%

30.25%

+9.22%

Financials

PFSI vs. HII - Financials Comparison

This section allows you to compare key financial metrics between PennyMac Financial Services, Inc. and Huntington Ingalls Industries, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
538.01M
3.48B
(PFSI) Total Revenue
(HII) Total Revenue
Values in USD except per share items

PFSI vs. HII - Profitability Comparison

The chart below illustrates the profitability comparison between PennyMac Financial Services, Inc. and Huntington Ingalls Industries, Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
98.1%
72.5%
Portfolio components
PFSI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, PennyMac Financial Services, Inc. reported a gross profit of 527.59M and revenue of 538.01M. Therefore, the gross margin over that period was 98.1%.

HII - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Huntington Ingalls Industries, Inc reported a gross profit of 2.52B and revenue of 3.48B. Therefore, the gross margin over that period was 72.5%.

PFSI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, PennyMac Financial Services, Inc. reported an operating income of 309.22M and revenue of 538.01M, resulting in an operating margin of 57.5%.

HII - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Huntington Ingalls Industries, Inc reported an operating income of 172.00M and revenue of 3.48B, resulting in an operating margin of 5.0%.

PFSI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, PennyMac Financial Services, Inc. reported a net income of 106.83M and revenue of 538.01M, resulting in a net margin of 19.9%.

HII - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Huntington Ingalls Industries, Inc reported a net income of 159.00M and revenue of 3.48B, resulting in a net margin of 4.6%.