PFSI vs. HOPE
Compare and contrast key facts about PennyMac Financial Services, Inc. (PFSI) and Hope Bancorp, Inc. (HOPE).
Performance
PFSI vs. HOPE - Performance Comparison
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PFSI vs. HOPE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
HOPE Hope Bancorp, Inc. | 3.06% | -5.92% | 6.75% | -0.10% | -9.57% | 40.48% | -22.02% | 30.29% | -32.83% | -14.40% |
Fundamentals
PFSI:
$4.73B
HOPE:
$1.44B
PFSI:
$9.30
HOPE:
$0.46
PFSI:
9.40
HOPE:
24.32
PFSI:
1.48
HOPE:
1.47
PFSI:
1.10
HOPE:
0.63
PFSI:
$3.17B
HOPE:
$967.80M
PFSI:
$2.32B
HOPE:
$470.36M
PFSI:
$1.01B
HOPE:
$83.67M
Returns By Period
In the year-to-date period, PFSI achieves a -33.49% return, which is significantly lower than HOPE's 3.06% return. Over the past 10 years, PFSI has outperformed HOPE with an annualized return of 23.71%, while HOPE has yielded a comparatively lower 1.30% 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%
HOPE
- 1D
- 1.73%
- 1M
- -0.80%
- YTD
- 3.06%
- 6M
- 6.30%
- 1Y
- 12.47%
- 3Y*
- 10.09%
- 5Y*
- -1.57%
- 10Y*
- 1.30%
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Return for Risk
PFSI vs. HOPE — Risk / Return Rank
PFSI
HOPE
PFSI vs. HOPE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PennyMac Financial Services, Inc. (PFSI) and Hope Bancorp, Inc. (HOPE). 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.
| PFSI | HOPE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.25 | 0.41 | -0.66 |
Sortino ratioReturn per unit of downside risk | 0.01 | 0.77 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.10 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.25 | 0.84 | -1.09 |
Martin ratioReturn relative to average drawdown | -0.65 | 1.84 | -2.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFSI | HOPE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.25 | 0.41 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | -0.05 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.04 | +0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.18 | +0.18 |
Correlation
The correlation between PFSI and HOPE is 0.37, 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. HOPE - Dividend Comparison
PFSI's dividend yield for the trailing twelve months is around 1.37%, less than HOPE's 5.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HOPE Hope Bancorp, Inc. | 5.01% | 5.11% | 4.56% | 4.64% | 4.37% | 3.81% | 5.13% | 3.77% | 4.55% | 2.74% | 2.06% | 2.44% |
Drawdowns
PFSI vs. HOPE - Drawdown Comparison
The maximum PFSI drawdown since its inception was -56.49%, smaller than the maximum HOPE drawdown of -90.30%. Use the drawdown chart below to compare losses from any high point for PFSI and HOPE.
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Drawdown Indicators
| PFSI | HOPE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.49% | -90.30% | +33.81% |
Max Drawdown (1Y)Largest decline over 1 year | -47.06% | -15.54% | -31.52% |
Max Drawdown (5Y)Largest decline over 5 years | -47.06% | -53.78% | +6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -56.49% | -64.30% | +7.81% |
Current DrawdownCurrent decline from peak | -45.01% | -25.98% | -19.03% |
Average DrawdownAverage peak-to-trough decline | -16.80% | -29.58% | +12.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.34% | 7.08% | +11.26% |
Volatility
PFSI vs. HOPE - Volatility Comparison
PennyMac Financial Services, Inc. (PFSI) has a higher volatility of 9.57% compared to Hope Bancorp, Inc. (HOPE) at 4.95%. This indicates that PFSI's price experiences larger fluctuations and is considered to be riskier than HOPE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFSI | HOPE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.57% | 4.95% | +4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 46.58% | 20.99% | +25.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.96% | 30.80% | +16.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.53% | 32.87% | +3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.47% | 34.92% | +4.55% |
Financials
PFSI vs. HOPE - Financials Comparison
This section allows you to compare key financial metrics between PennyMac Financial Services, Inc. and Hope Bancorp, 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
PFSI vs. HOPE - Profitability Comparison
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%.
HOPE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Hope Bancorp, Inc. reported a gross profit of 145.76M and revenue of 258.56M. Therefore, the gross margin over that period was 56.4%.
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%.
HOPE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Hope Bancorp, Inc. reported an operating income of 46.33M and revenue of 258.56M, resulting in an operating margin of 17.9%.
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%.
HOPE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Hope Bancorp, Inc. reported a net income of 34.47M and revenue of 258.56M, resulting in a net margin of 13.3%.