Stock analysis · Bull Rankings model

PFSI analysis

PennyMac Financial Services, Inc.Mortgage Finance. Scored on the same transparent model behind the daily rankings.

PFSI
PennyMac Financial Services, Inc. · Mortgage Finance
FCF
Rev+55.3%A
D/E
P/E10.3xA-
PEG0.19A
62.5Financial strength
$75.09$3.9B
1Y Target$90.57Analyst consensus · 7 analysts
5Y Target$132.61Compound horizon
10Y Target$196.71Long-dated conviction
FCF
FCF not applicable for this sector (bank / insurer / REIT) or data unavailable
Rev+55.3%FY YoY
A
Revenue +55.3% — hypergrowth, top decile · Computed from last two annual revenue figures (FY YoY).
D/E
D/E data unavailable — neutral default
P/E10.3x
A-
P/E 10.3 — cheaper than most Financial Services peers (≈25th pctile)
PEG0.19est.
A
PEG 0.19 — exceptional; paying well under fair value for growth · PEG derived: P/E ÷ forward 1-year analyst EPS growth, because this name has no vendor-supplied PEG. Same earnings-growth basis as the reported figure on other rows.

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Financial strength · 62.5 / 100
Profitability52.5
Value (P/B)88.5
Income49.5

A peer-relative read for financials on profitability (ROE), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.

Entry · Margin of safety
52-week rangeNear 52-week low
53% off the 12-month high

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Mortgage Finance · market cap $3.9b. Down 53% from 52-week high of $160.36 — deep drawdown territory. Revenue growing +55% — in hypergrowth territory. PEG 0.19 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $90.57 (implying +21% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Down 53% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Horizon
1-3 yr $90.57 (7-analyst consensus) — fundamentals + valuation re-rating. 5 yr $132.61 at ~12% CAGR — compounding case rests on the competitive position widening. 10 yr $196.71 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

Not enough history yet — the model records PFSI's score after each daily run, and the chart appears once a few days have accumulated.

Analyst estimate revisions

30-day change-14.7%
90-day change-21.9%
Forward EPS estimate$11.14

Over the last 90 days, what analysts expect PFSI to earn is materially lower (-21.9%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →

Shares to buy
26
Position size
$1,952
3.9% of portfolio
Stop price
$56.32
25% below $75.09
$ at risk if stopped
$488.09
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

PennyMac Financial Services, Inc. (PFSI): score, valuation & FAQ

PennyMac Financial Services, Inc. (PFSI) is a Mortgage Finance company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.

Its strongest graded signals are Rev (A), PEG (A) and P/E (A-).

Is PFSI a good stock to buy?

Bull Rankings grades PFSI on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. That is driven by Rev (A), PEG (A) and P/E (A-). A score is a quantitative screen of PennyMac Financial Services, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

How does Bull Rankings grade PFSI?

As a bank, insurer or REIT, PFSI isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage, where it rates strongest on Rev (A), PEG (A) and P/E (A-).

Is PFSI overvalued or undervalued?

We don't compute a reliable discounted-cash-flow value for PFSI — typically because it is not yet consistently profitable or free-cash-flow positive — so its valuation rests on growth and price-to-sales rather than on earnings-based intrinsic value. Judge it on the trajectory of the business, not a single multiple.

What are the main risks of investing in PFSI?

Down 53% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

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