PMT

Real Estate

PennyMac Mortgage Investment Trust · REIT - Mortgage · $1B

UQS Score — Balanced Preset
39.1
Average

PennyMac Mortgage Investment Trust scores 39.1/100 using the Balanced preset.

43.7
Quality
35%
15.0
Moat
30%
47.1
Growth
20%
0.1
Risk
15%

PMT — Key Takeaways

✅ Strengths

PennyMac Mortgage Investment Trust shows attractive valuation relative to fundamentals

⚠️ Areas of Concern

PennyMac Mortgage Investment Trust has elevated risk from leverage or valuation
PennyMac Mortgage Investment Trust has limited competitive moat

PMT — Score History

3035404550Apr 2Apr 3Apr 4Apr 5Apr 6Apr 7Apr 8
DateUQSQualityMoatGrowthRiskValueChange
Apr 8, 202639.143.715.047.10.1100.00.0
Apr 7, 202639.143.715.047.10.1100.00.0
Apr 6, 202639.143.715.047.10.1100.00.0
Apr 5, 202639.143.715.047.10.1100.0-2.6
Apr 4, 202641.754.215.047.10.1100.00.0
Apr 3, 202641.754.215.047.10.1100.00.0
Apr 2, 202641.754.215.047.10.1100.0

PMT — Pillar Breakdown

Quality

43.7/100 (25%)

PennyMac Mortgage Investment Trust has average quality metrics, with room for improvement in margins or capital efficiency.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityModerate

Bottom-line profit as a share of revenue.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

47.1/100 (20%)

PennyMac Mortgage Investment Trust shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendStrong

Revenue trajectory over the last twelve months.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

0.1/100 (15%)

PennyMac Mortgage Investment Trust presents elevated risk with concerns around leverage or financial stability.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

100.0/100 (15%)

PennyMac Mortgage Investment Trust appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

Moat

15/100 (30%)

PennyMac Mortgage Investment Trust operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for PMT.

Score Composition

Quality
43.7×25%10.9
Growth
47.1×20%9.4
Risk
0.1×15%0.0
Valuation
100.0×15%15.0
Moat
15.0×30%4.5
Total
39.1Average

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How is the PMT UQS Score Calculated?

The UQS (Unified Quality Score) for PennyMac Mortgage Investment Trust is calculated using a proprietary 5-pillar framework with 25 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses PennyMac Mortgage Investment Trust's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether PennyMac Mortgage Investment Trust is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.