PMT:NYE-PennyMac Mortgage Investment Trust of Beneficial Interest (USD)

EQUITY | REIT - Mortgage | New York Stock Exchange

Last Closing

USD 12.28

Change

0.00 (0.00)%

Market Cap

USD 1.09B

Volume

0.62M

Analyst Target

USD 18.78
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

PennyMac Mortgage Investment Trust is a real estate investment trust investing in residential mortgage loans and mortgage-related assets. The Company operates in two segments: correspondent production and investment activities.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-31 )

Largest Industry Peers for REIT - Mortgage

Symbol Name Price(Change) Market Cap
NLY-PG Annaly Capital Management Inc

+0.02 (+0.08%)

USD 13.52B
NLY-PF Annaly Capital Management Inc

+0.17 (+0.68%)

USD 13.42B
STWD Starwood Property Trust Inc

+0.24 (+1.22%)

USD 7.08B
RITM Rithm Capital Corp.

+0.17 (+1.54%)

USD 5.90B
TWO-PC Two Harbors Investment Corp

+0.19 (+0.78%)

USD 3.62B
CIM-PB Chimera Investment Corporation

+0.04 (+0.17%)

USD 3.49B
CIM-PD Chimera Investment Corporation

-0.11 (-0.46%)

USD 3.47B
CIM-PC Chimera Investment Corporation

-0.09 (-0.40%)

USD 3.27B
CIM-PA Chimera Investment Corporation..

-0.03 (-0.15%)

USD 3.08B
TWO-PB Two Harbors Investment Corp

+0.13 (+0.59%)

USD 3.07B

ETFs Containing PMT

MDIV First Trust Multi-Asset D.. 1.34 % 0.48 %

N/A

USD 0.45B
CRDT Simplify Exchange Traded .. 1.15 % 0.45 %

+0.03 (+0%)

USD 0.07B
MORL 0.00 % 0.00 %

N/A

N/A
MRRL 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (REIT - Mortgage) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.46% 55% F 41% F
Dividend Return 3.18% 60% D- 87% B+
Total Return 0.71% 58% F 55% F
Trailing 12 Months  
Capital Gain -10.23% 27% F 24% F
Dividend Return 11.70% 78% C+ 97% N/A
Total Return 1.46% 28% F 38% F
Trailing 5 Years  
Capital Gain 7.34% 51% F 40% F
Dividend Return 74.83% 81% B- 97% N/A
Total Return 82.17% 77% C+ 66% D+
Average Annual (5 Year Horizon)  
Capital Gain -5.19% 21% F 14% F
Dividend Return 2.29% 22% F 38% F
Total Return 7.48% 45% F 92% A
Risk Return Profile  
Volatility (Standard Deviation) 30.27% 32% F 29% F
Risk Adjusted Return 7.57% 25% F 30% F
Market Capitalization 1.09B 52% F 58% F

Key Financial Ratios

  Ratio vs. Industry/Classification (REIT - Mortgage) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.80 64% 65%
Price/Book Ratio 0.79 43% 83%
Price / Cash Flow Ratio -0.39 83% 83%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 6.37% 48% 46%
Return on Invested Capital 0.20% 33% 25%
Return on Assets 0.91% 48% 31%
Debt to Equity Ratio 288.24% 48% 11%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.