FHI vs PFSI

Comparison between Federated Hermes Inc - Class B (FHI, Company) and PennyMac Financial Services Inc (PFSI, Company).

Both FHI and PFSI are from the Financial Services sector.

5-Year PerformanceFHI has outperformed PFSI, delivering a return of +16.7% compared to +6.9%

FHI vs PFSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FHI(COMPANY)	PFSI(COMPANY)
Market Cap	$4.16B	$4.16B
Max Drawdown	70.56%	56.63%
Sharpe Ratio	1.45	-0.19
5Y Beta	0.68	0.64
Industry	Asset Management	Mortgage Finance
P/E Ratio	10.92	8.19
Forward P/E	11.17	5.43
PEG Ratio	0.17	0.19
Dividend Yield	2.36%	1.50%
5Y Dividends CAGR	-5.83%	11.38%
5Y EPS CAGR	18.75%	-2.16%
Debt to Equity	28.93%	144.02%
Free Cash Flow Yield	7.31%	-97.97%
P/S Ratio	2.35	1.28
P/B Ratio	3.61	0.98

Market Cap

Winner

FHI

$4.16B

PFSI

$4.16B

Max Drawdown

FHI

70.56%

Winner

PFSI

56.63%

Sharpe Ratio

Winner

FHI

1.45

PFSI

-0.19

5Y Beta

FHI

0.68

Winner

PFSI

0.64

Industry

FHI

Asset Management

PFSI

Mortgage Finance

P/E Ratio

FHI

10.92

Winner

PFSI

8.19

Forward P/E

FHI

11.17

Winner

PFSI

5.43

PEG Ratio

Winner

FHI

0.17

PFSI

0.19

Dividend Yield

Winner

FHI

2.36%

PFSI

1.50%

5Y Dividends CAGR

FHI

-5.83%

Winner

PFSI

11.38%

5Y EPS CAGR

Winner

FHI

18.75%

PFSI

-2.16%

Debt to Equity

Winner

FHI

28.93%

PFSI

144.02%

Free Cash Flow Yield

Winner

FHI

7.31%

PFSI

-97.97%

P/S Ratio

FHI

2.35

Winner

PFSI

1.28

P/B Ratio

FHI

3.61

Winner

PFSI

0.98

FHI vs PFSI - Historical Returns

Returns include dividend reinvestment.

Period	FHI	PFSI
1 month	+3.85%	-7.54%
3 months	+3.79%	-3.15%
6 months	+13.20%	-36.99%
1 year	+39.81%	-16.12%
5 years(CAGR)	+16.66%	+6.89%
10 years(CAGR)	+11.65%	+20.86%
Max(CAGR)	+10.71%	+12.62%

Winner

FHI

+3.85%

PFSI

-7.54%

Winner

FHI

+3.79%

PFSI

-3.15%

Winner

FHI

+13.20%

PFSI

-36.99%

Winner

FHI

+39.81%

PFSI

-16.12%

5Y(CAGR)

Winner

FHI

+16.66%

PFSI

+6.89%

10Y(CAGR)

FHI

+11.65%

Winner

PFSI

+20.86%

Max(CAGR)

FHI

+10.71%

Winner

PFSI

+12.62%

FHI vs PFSI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FHI	PFSI
2026	+12.81%	-37.49%
2025	+31.26%	+33.53%
2024	+29.78%	+17.54%
2023	-6.26%	+54.87%
2022	-1.47%	-17.98%
2021	+38.67%	+13.59%
2020	-4.63%	+98.91%
2019	+28.61%	+59.37%
2018	-22.29%	-6.84%
2017	+30.30%	+33.43%
2016	+7.86%	+10.05%
2015	-10.40%	-10.28%
2014	+20.62%	-2.43%
2013	+41.61%	-8.12%
2012	+42.12%	N/A
2011	-39.41%	N/A
2010	+2.24%	N/A
2009	+64.08%	N/A
2008	-53.29%	N/A
2007	+23.02%	N/A
2006	-6.84%	N/A
2005	+26.32%	N/A
2004	+6.97%	N/A
2003	+14.18%	N/A
2002	-16.27%	N/A
2001	+13.76%	N/A
2000	+129.17%	N/A
1999	+17.59%	N/A

FHI vs PFSI Drawdown Comparison

The maximum drawdown for FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 342 trading sessions.

The maximum drawdown for PFSI was -56.49%, occurring on Mar 19, 2020. Recovery took 88 trading sessions.

The current PFSI drawdown is -48.44%.

Rank	FHI	PFSI
#1	-64.89% Feb 6, 2020 - Jun 16, 2021	-56.49% Feb 7, 2020 - Jun 15, 2020
#2	-59.32% Jan 23, 2008 - Jul 11, 2013	-51.85% May 21, 2013 - Jan 2, 2018
#3	-37.47% Dec 26, 2017 - Jul 26, 2019	-49.77% Jan 16, 2026 - Jun 8, 2026
#4	-32.68% May 15, 2002 - Oct 10, 2005	-43.27% Dec 30, 2021 - Feb 2, 2023
#5	-32.31% Jun 5, 2015 - Oct 16, 2017	-23.92% Oct 15, 2020 - Dec 22, 2020
#6	-29.62% Apr 18, 2023 - Nov 1, 2024	-22.97% Sep 16, 2024 - Sep 4, 2025
#7	-26.94% Jan 7, 2022 - Nov 30, 2022	-22.94% Feb 16, 2018 - Feb 22, 2019
#8	-24.16% Feb 23, 2006 - Apr 17, 2007	-22.83% Feb 2, 2023 - Jul 12, 2023
#9	-22.86% Nov 27, 2000 - May 8, 2001	-22.69% Jul 26, 2023 - Dec 12, 2023
#10	-21.44% Jul 17, 2007 - Oct 3, 2007	-18.65% Dec 22, 2020 - Aug 6, 2021
#11	-21.20% May 10, 2001 - Feb 1, 2002	-15.70% Feb 22, 2019 - Aug 2, 2019
#12	-17.68% Jul 27, 2000 - Oct 26, 2000	-13.02% Aug 6, 2021 - Dec 8, 2021
#13	-16.56% Dec 5, 2024 - May 8, 2025	-10.50% Jan 5, 2018 - Feb 16, 2018
#14	-14.98% Oct 31, 2007 - Jan 11, 2008	-10.35% Dec 14, 2023 - Feb 2, 2024
#15	-14.56% Aug 27, 2021 - Nov 3, 2021	-9.88% Sep 18, 2025 - Oct 22, 2025

Correlation

Correlation between FHI and PFSI is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

FHI vs PFSI dividend yield comparison.

Year	FHI	PFSI
2026	1.23%	0.73%
2025	2.55%	0.91%
2024	5.38%	0.98%
2023	3.38%	0.91%
2022	2.97%	1.41%
2021	2.87%	1.15%
2020	7.20%	0.82%
2019	3.31%	0.35%
2018	3.99%	1.88%
2017	2.77%	0.00%
2016	7.07%	0.00%
2015	3.49%	0.00%
2014	3.04%	0.00%
2013	3.40%	0.00%
2012	11.02%	0.00%
2011	6.34%	0.00%
2010	8.48%	0.00%
2009	3.49%	0.00%
2008	21.76%	0.00%
2007	1.97%	0.00%
2006	2.04%	0.00%
2005	1.55%	0.00%
2004	1.36%	0.00%
2003	1.01%	0.00%
2002	0.86%	0.00%
2001	0.55%	0.00%
2000	0.48%	0.00%