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PennyMac Financial Services (PFSI)

(Delayed Data from NYSE)

$86.17 USD

86.17
104,290

-0.94 (-1.08%)

Updated Apr 16, 2024 03:53 PM ET

After-Market: $86.34 +0.17 (0.20%) 5:14 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.15%
2Buy18.00%
3Hold9.44%
4Sell5.10%
5Strong Sell2.53%
S&P50011.08%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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B Value A Growth A Momentum A VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Bottom 27% (183 out of 251)

Industry: Financial - Mortgage & Related Services

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Balance Sheet

Research for PFSI

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for PennyMac Financial Services, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 949 1,341 347 548 263
Receivables 0 0 0 0 0
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 0 0 0 0 0
Total Current Assets 949 1,341 347 548 263
Net Property & Equipment 0 0 0 0 94
Investments & Advances 1 1 1 1 2
Other Non-Current Assets 29 36 40 168 156
Deferred Charges 0 0 0 0 0
Intangibles 7,099 5,954 3,878 2,581 2,927
Deposits & Other Assets 10,766 9,425 14,421 28,225 6,690
Total Assets 18,845 16,823 18,777 31,598 10,204
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 1,873 1,943 1,298 1,296 1,294
Accounts Payable 450 262 359 308 175
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 3 12 21
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 234 231 259 175 119
Total Current Liabilities 2,558 2,436 1,919 1,792 1,610
Mortgages 4,212 3,291 7,775 10,222 4,668
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 2,520 1,780 1,776 646 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 6,017 5,759 3,778 15,455 1,773
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 15,306 13,352 15,358 28,208 8,143
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 24 0 125 1,047 1,335
Retained Earnings 3,514 3,471 3,293 2,342 726
Other Equity 0 0 0 0 0
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 3,539 3,471 3,418 3,389 2,062
Total Liabilities & Shareholder's Equity 18,845 16,823 18,777 31,598 10,204
Total Common Equity 3,539 3,471 3,418 3,389 2,062
Shares Outstanding 50.10 49.90 56.80 70.90 78.50
Book Value Per Share 70.63 69.56 60.18 47.81 26.26

Fiscal Year End for PennyMac Financial Services, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 949 1,183 1,540 1,501
Receivables NA 0 0 0 0
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 0
Total Current Assets NA 949 1,183 1,540 1,501
Net Property & Equipment NA 0 0 0 0
Investments & Advances NA 1 1 1 1
Other Non-Current Assets NA 29 28 25 35
Deferred Charges NA 0 0 0 0
Intangibles NA 7,099 7,084 6,511 6,003
Deposits & Other Assets NA 10,766 10,600 9,851 12,501
Total Assets NA 18,845 18,949 17,984 20,103
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 1,873 2,673 2,473 2,472
Accounts Payable NA 450 237 258 218
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 0
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 234 124 149 168
Total Current Liabilities NA 2,558 3,034 2,880 2,858
Mortgages NA 4,212 4,912 4,288 6,282
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 2,520 1,783 1,782 1,781
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 5,578 5,479 5,648
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 15,306 15,376 14,506 16,651
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 24 11 0 0
Retained Earnings NA 3,514 3,561 3,479 3,452
Other Equity NA 0 0 0 0
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity NA 3,539 3,573 3,479 3,452
Total Liabilities & Shareholder's Equity NA 18,845 18,949 17,984 20,103
Total Common Equity 0 3,539 3,573 3,479 3,452
Shares Outstanding 50.40 50.10 49.90 49.80 50.10
Book Value Per Share 0.00 70.63 71.60 69.85 68.91