Company / Shareholders' Equity
PennyMac Mortgage Investment Trust Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$1.9B
FY2025
5-year range
$1.9B / $2.4B
FY2021-FY2025
Trend
-2.6%
vs FY2024
Sector context
#218 of 399
Financials
What the data says
At $1.9B, PennyMac Mortgage Investment Trust's shareholders' equity ranks #218 of 399 in the Financials sector. Shareholders' Equity has declined for 4 consecutive years, from $2.4B in FY2021 to $1.9B in FY2025.
Based on SEC 10-K filings.
$1.9B in FY2025 with a 5-year CAGR of -3.9%.
Declined from $2.0B to $1.9B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- -1.3%
- 5-Year CAGR
- -3.9%
- 10-Year CAGR
- -
Sector benchmark
#218 of 399 in FinancialsTop 55% of 399This company $1.9B Sector average $11.4B
▼
-83.5% below sector average
Key checks
Key Insights
- PennyMac Mortgage Investment Trust's shareholders' equity has declined for 4 consecutive years.
- 5-year CAGR of -3.9%, indicating a declining trend.
- In FY2025, shareholders' equity decreased 2.6% year-over-year.
- Ranks #218 out of 399 companies in the Financials sector.
Company context
Key Data Points
- Low Piotroski F-Score: 2/9 (multiple financial health concerns)
- Altman Z-Score 0.03 (distress zone, below 1.8 threshold)
- Strong profit margin: 48.2%
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $1.9B | -2.6% |
| FY2024 | $1.9B | -0.9% |
| FY2023 | $2.0B | -0.3% |
| FY2022 | $2.0B | -17.1% |
| FY2021 | $2.4B | +3.1% |
| FY2020 | $2.3B | -6.3% |
| FY2019 | $2.5B | +56.5% |
| FY2018 | $1.6B | +1.4% |
| FY2017 | $1.5B | +14.3% |
| FY2016 | $1.4B | -9.7% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026