PFSI vs. HOPE
Compare and contrast key facts about PennyMac Financial Services, Inc. (PFSI) and Hope Bancorp, Inc. (HOPE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFSI or HOPE.
Key characteristics
| PFSI | HOPE | |
|---|---|---|
| YTD Return | 15.42% | 17.87% |
| 1Y Return | 32.69% | 40.29% |
| 3Y Return (Ann) | 18.57% | 0.12% |
| 5Y Return (Ann) | 27.57% | 3.89% |
| 10Y Return (Ann) | 21.88% | 3.53% |
| Sharpe Ratio | 1.12 | 1.21 |
| Sortino Ratio | 1.69 | 1.94 |
| Omega Ratio | 1.21 | 1.24 |
| Calmar Ratio | 2.24 | 0.99 |
| Martin Ratio | 5.74 | 4.51 |
| Ulcer Index | 5.76% | 9.43% |
| Daily Std Dev | 29.53% | 35.12% |
| Max Drawdown | -56.49% | -90.29% |
| Current Drawdown | -13.16% | -15.71% |
Fundamentals
| PFSI | HOPE | |
|---|---|---|
| Market Cap | $5.37B | $1.66B |
| EPS | $3.18 | $0.84 |
| PE Ratio | 32.96 | 16.37 |
| PEG Ratio | 4.67 | 1.34 |
| Total Revenue (TTM) | $3.22B | $1.05B |
| Gross Profit (TTM) | $2.61B | $1.05B |
| EBITDA (TTM) | $976.45M | $22.63M |
Correlation
The correlation between PFSI and HOPE 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
PFSI vs. HOPE - Performance Comparison
In the year-to-date period, PFSI achieves a 15.42% return, which is significantly lower than HOPE's 17.87% return. Over the past 10 years, PFSI has outperformed HOPE with an annualized return of 21.88%, while HOPE has yielded a comparatively lower 3.53% 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
PFSI vs. HOPE - Risk-Adjusted Performance 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.
Dividends
PFSI vs. HOPE - Dividend Comparison
PFSI's dividend yield for the trailing twelve months is around 0.69%, less than HOPE's 4.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
PFSI vs. HOPE - Drawdown Comparison
The maximum PFSI drawdown since its inception was -56.49%, smaller than the maximum HOPE drawdown of -90.29%. Use the drawdown chart below to compare losses from any high point for PFSI and HOPE. For additional features, visit the drawdowns tool.
Volatility
PFSI vs. HOPE - Volatility Comparison
The current volatility for PennyMac Financial Services, Inc. (PFSI) is 7.59%, while Hope Bancorp, Inc. (HOPE) has a volatility of 16.71%. This indicates that PFSI experiences smaller price fluctuations and is considered to be less risky than HOPE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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