VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistInsider
ScreenerThemes
Earnings
WatchlistInsider
PMTUPennyMac Mortgage Investment Trust
$25.40$2.2B
Overview & Verdict
Overview
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
  1. Home
  2. Financial Ratios

  1. Home
  2. Stocks
  3. PMTU
  4. Financial Ratios

PennyMac Mortgage Investment Trust (PMTU) Financial Ratios

Latest Ratios: P/E Ratio 25.7x · EV/EBITDA 224.2x · ROE 6.7%. (2010–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

PMTU Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$2.2B$2.2B$2.2B$2.8B———————
Enterprise Value$21.0B$21.0B$14.0B$13.0B———————
P/E Ratio →25.6625.6418.4915.49———————
P/S Ratio2.152.154.363.89———————
P/B Ratio1.171.171.131.44———————
P/FCF———2.13———————
P/OCF———2.10———————

P/E links to full P/E history page with 30-year chart

PMTU EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—20.4527.7317.93———————
EV / EBITDA224.24224.1613.6110.17———————
EV / EBIT224.24224.1613.6110.17———————
EV / FCF———9.82———————

PMTU Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin15.4%15.4%75.4%83.2%220.5%59.2%76.3%75.4%65.9%68.8%49.3%
Operating Margin9.1%9.1%65.7%76.9%253.9%52.0%73.0%70.1%56.4%60.5%37.8%
Net Profit Margin12.4%12.4%31.9%27.5%50.3%7.5%3.7%23.7%37.3%26.2%24.4%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE6.7%6.7%8.3%10.2%-3.4%2.4%2.2%11.3%9.8%8.1%5.3%
ROA0.7%0.7%1.2%1.5%-0.5%0.4%0.4%2.3%2.3%2.0%1.2%
ROIC0.4%0.4%1.9%3.3%-2.1%2.7%7.8%5.3%2.7%3.5%1.5%
ROCE0.9%0.9%4.6%8.2%-5.4%4.8%14.5%10.8%3.5%4.7%2.0%

PMTU Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity10.1210.126.265.355.804.723.893.733.872.553.59
Debt / EBITDA203.53203.5311.808.19432.2116.226.9347.9418.1030.3175.20
Net Debt / Equity—9.976.085.215.744.69-0.253.693.832.503.56
Net Debt / EBITDA200.63200.6311.477.97427.9616.14-0.4547.4017.9229.7174.66
Debt / FCF———7.696.32—-0.87——17.28—
Interest Coverage0.110.111.441.740.062.264.760.641.910.860.43

PMTU Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.030.03———0.031.600.001.963.520.53
Quick Ratio0.030.03———0.031.600.004.337.680.65
Cash Ratio0.060.060.060.070.050.031.530.031.913.520.53
Asset Turnover—0.050.040.06-0.010.050.120.080.050.080.05
Inventory Turnover———————————
Days Sales Outstanding———————————

PMTU Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield6.3%6.3%6.3%5.0%———————
Payout Ratio109.0%109.0%86.5%70.4%—323.6%289.4%62.3%75.7%107.1%173.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield3.9%3.9%5.4%6.5%———————
FCF Yield———47.0%———————
Buyback Yield0.0%0.0%0.0%1.0%———————
Total Shareholder Yield6.3%6.3%6.3%6.0%———————
Shares Outstanding—$87M$87M$112M$91M$97M$99M$88M$69M$75M$77M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowMixed
Top Statement Risk

Repo financing liquidity dependency

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Valuation Disconnects Amidst Earnings Volatility

As reported in recent financial filings, PMTU trades at a P/B ratio of 1.17, which appears elevated relative to the broader mREIT peer group, suggesting that the market may be pricing in a premium for the company's integrated correspondent production platform despite significant earnings instability.

The P/E ratio of 25.66 is largely uninformative for an mREIT due to the heavy influence of non-cash fair value adjustments on mortgage servicing rights. Investors should monitor the P/B ratio as the primary valuation anchor, though the current premium warrants caution given the inconsistent dividend coverage and reliance on volatile hedging gains.

Margin Instability Reflects Cyclical Sensitivity

Based on the provided quarterly data, NOI margins have fluctuated wildly from a negative 115.8% in 2024Q4 to a peak of 91.5% in 2025Q4, indicating that property-level profitability is highly susceptible to the cyclical nature of mortgage originations and the associated cost of funds.

The extreme variance in margins suggests that the company's profitability is not driven by steady-state interest income but rather by the timing of asset sales and fair value marks. This volatility implies that organic growth is difficult to isolate, making the company's earnings profile highly dependent on macro-driven interest rate shifts.

Dividend Sustainability Remains Highly Uncertain

According to the company's reported figures, the FFO payout ratio has exhibited significant volatility, ranging from 67.1% to 114.8% over the last ten quarters, which suggests that the dividend may occasionally be supported by balance sheet liquidity rather than recurring distributable cash flow.

The inconsistent payout ratio indicates a lack of a clear dividend policy tied to sustainable earnings. Investors should monitor the company's ability to generate consistent AFFO, as the current payout levels may be unsustainable if interest rate volatility continues to compress net interest margins.

Repo Financing Dominates Capital Structure

As reported in recent financial statements, PMTU's debt-to-equity ratio reached 10.12x in 2025Q4, a significant escalation from the 5.35x observed in 2023Q4, which highlights a heightened reliance on short-term repo financing to support the company's mortgage-related asset portfolio and correspondent production activities.

This leverage profile suggests a vulnerable balance sheet that is highly sensitive to margin calls and repo market liquidity. The increasing debt load warrants further investigation into the company's interest coverage, which has shown signs of deterioration in recent quarters.

Misapplication of Standard P/E Multiples

The most commonly misapplied metric for PMTU is the standard P/E ratio, which obscures the company's true economic performance by including non-cash fair value marks on MSRs and derivatives that do not represent actual cash flow available for distribution to shareholders.

Investors should instead focus on Earnings Available for Distribution (EAD) or AFFO, which adjust for these non-cash items. Relying on P/E in an mREIT context is fundamentally misleading because it treats unrealized valuation gains as recurring operational income, leading to a distorted view of the company's valuation.

Download Financial Ratios Data

Includes 30+ ratios · 16 years · Updated daily

Consensus-Based Analysis Tools

Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

Check Valuation

Historical Returns

10-year return with dividends reinvested.

Calculate

DCA Calculator

See how regular investing compounds over time.

Run Numbers

Peer Comparison

Compare growth, multiples, and margins vs sector.

Compare

PMTU — Frequently Asked Questions

Quick answers to the most common questions about buying PMTU stock.

What is PennyMac Mortgage Investment Trust's P/E ratio?

PennyMac Mortgage Investment Trust's current P/E ratio is 25.7x. The historical average is 19.9x. This places it at the 100th percentile of its historical range.

What is PennyMac Mortgage Investment Trust's EV/EBITDA?

PennyMac Mortgage Investment Trust's current EV/EBITDA is 224.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 11.9x.

What is PennyMac Mortgage Investment Trust's ROE?

PennyMac Mortgage Investment Trust's return on equity (ROE) is 6.7%. The historical average is 8.3%.

Is PMTU stock overvalued?

Based on historical data, PennyMac Mortgage Investment Trust is trading at a P/E of 25.7x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is PennyMac Mortgage Investment Trust's dividend yield?

PennyMac Mortgage Investment Trust's current dividend yield is 6.31% with a payout ratio of 109.0%.

What are PennyMac Mortgage Investment Trust's profit margins?

PennyMac Mortgage Investment Trust has 15.4% gross margin and 9.1% operating margin.

How much debt does PennyMac Mortgage Investment Trust have?

PennyMac Mortgage Investment Trust's Debt/EBITDA ratio is 203.5x, indicating high leverage. A ratio above 4x may signal elevated financial risk.