PFSI vs RKT
PFSI: PennyMac Financial Services is a leading U.S. mortgage originator and servicer that manages a large portfolio of mortgage servicing rights and provides investment management for mortgage-focused REITs. RKT: Rocket Companies is a technology-driven home financing and real estate platform that provides an end-to-end digital experience for buying, selling, and financing homes.
Side-by-side fundamentals
| Metric | PFSI | RKT | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $61.34 | $11.76 | |
| Market cap as of 2026-07-31 (share count; price 2026-10-08) | $3.2B | $33.3B | |
| P/E as of 2026-10-08 | 8.44 | 78.24 | PFSI lower |
| Net margin FY2025, SEC XBRL | +2491.9% | n/a | |
| ROE FY2025, SEC XBRL | +11.6% | -0.3% | PFSI higher |
| ROA FY2025, SEC XBRL | +1.7% | -0.1% | PFSI higher |
| Debt / equity as of 2026-09-02 | 3.55 | 1.41 | RKT lower |
| Revenue growth (YoY) as of 2026-09-02 | +17.0% | n/a | |
| Revenue CAGR (3y) SEC XBRL | +17.5% | n/a | |
| Dividend yield as of 2026-09-02 | +1.8% | n/a | |
| Dividend streak (yrs) SEC XBRL | 4 | n/a | |
| Beta as of 2026-09-02 | 0.63 | 1.00 | |
| 1-year return as of 2026-10-08 close | -47.8% | -27.5% | RKT higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.