Company / Return on Equity (ROE)
PennyMac Mortgage Investment Trust Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
6.8%
FY2025
5-year range
-3.7% / 10.2%
FY2021-FY2025
Trend
-18.3%
vs FY2024
Sector context
#291 of 391
Financials
What the data says
At 6.8%, PennyMac Mortgage Investment Trust's return on equity (roe) ranks #291 of 391 in the Financials sector. Return on Equity (ROE) has fluctuated over the past 10 years, ranging from -3.7% in FY2022 to 10.2% in FY2023.
Based on SEC 10-K filings.
6.8% in FY2025 with a 5-year CAGR of +4.5%.
Declined from 10.2% to 6.8% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +10.5pp
- 5-Year Change
- +4.5pp
- 10-Year Change
- -
Sector benchmark
#291 of 391 in FinancialsTop 74% of 391This company 6.8% Sector average 17.2%
▼
-60.6% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 18.3% year-over-year.
- Currently 10.4pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2023.
- Lowest return on equity (roe) in the period was in FY2022.
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 | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 6.8% | -18.3% |
| FY2024 | 8.3% | -18.6% |
| FY2023 | 10.2% | +373.5% |
| FY2022 | -3.7% | -255.4% |
| FY2021 | 2.4% | +5.3% |
| FY2020 | 2.3% | -75.3% |
| FY2019 | 9.2% | -5.3% |
| FY2018 | 9.8% | +28.1% |
| FY2017 | 7.6% | +35.8% |
| FY2016 | 5.6% | -6.8% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026