PFSI vs BNL

Comparison between PennyMac Financial Services Inc (PFSI, Company) and Broadstone Net Lease Inc (BNL, Company).

PFSI is from the Financial Services sector, while BNL is from the Real Estate sector.

5-Year PerformancePFSI has outperformed BNL, delivering a return of +7.6% compared to +4.2%

PFSI vs BNL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFSI(COMPANY)	BNL(COMPANY)
Market Cap	$4.20B	$4.19B
Max Drawdown	56.63%	50.63%
Sharpe Ratio	-0.26	1.96
5Y Beta	0.65	0.33
Industry	Mortgage Finance	Reit - Diversified
P/E Ratio	8.28	33.05
Forward P/E	5.43	29.07
PEG Ratio	0.19	3.54
Dividend Yield	1.46%	5.38%
5Y Dividends CAGR	11.38%	23.57%
5Y EPS CAGR	-2.16%	-7.42%
Debt to Equity	144.02%	91.75%
Free Cash Flow Yield	-96.96%	6.86%
P/S Ratio	1.27	9.17
P/B Ratio	1.00	1.41

Market Cap

Winner

PFSI

$4.20B

BNL

$4.19B

Max Drawdown

PFSI

56.63%

Winner

BNL

50.63%

Sharpe Ratio

PFSI

-0.26

Winner

BNL

1.96

5Y Beta

PFSI

0.65

Winner

BNL

0.33

Industry

PFSI

Mortgage Finance

BNL

Reit - Diversified

P/E Ratio

Winner

PFSI

8.28

BNL

33.05

Forward P/E

Winner

PFSI

5.43

BNL

29.07

PEG Ratio

Winner

PFSI

0.19

BNL

3.54

Dividend Yield

PFSI

1.46%

Winner

BNL

5.38%

5Y Dividends CAGR

PFSI

11.38%

Winner

BNL

23.57%

5Y EPS CAGR

Winner

PFSI

-2.16%

BNL

-7.42%

Debt to Equity

PFSI

144.02%

Winner

BNL

91.75%

Free Cash Flow Yield

PFSI

-96.96%

Winner

BNL

6.86%

P/S Ratio

Winner

PFSI

1.27

BNL

9.17

P/B Ratio

Winner

PFSI

1.00

BNL

1.41

PFSI vs BNL - Historical Returns

Returns include dividend reinvestment.

Period	PFSI	BNL
1 month	+2.83%	+5.07%
3 months	-9.60%	+11.19%
6 months	-43.29%	+24.67%
1 year	-17.69%	+45.14%
5 years(CAGR)	+7.60%	+4.17%
10 years(CAGR)	+22.66%	N/A
Max(CAGR)	+12.61%	+10.41%

PFSI

+2.83%

Winner

BNL

+5.07%

PFSI

-9.60%

Winner

BNL

+11.19%

PFSI

-43.29%

Winner

BNL

+24.67%

PFSI

-17.69%

Winner

BNL

+45.14%

5Y(CAGR)

Winner

PFSI

+7.60%

BNL

+4.17%

10Y(CAGR)

PFSI

+22.66%

BNL

N/A

Max(CAGR)

Winner

PFSI

+12.61%

BNL

+10.41%

PFSI vs BNL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PFSI	BNL
2026	-36.96%	+28.89%
2025	+33.53%	+18.43%
2024	+17.54%	-3.11%
2023	+54.87%	+14.06%
2022	-17.98%	-29.97%
2021	+13.59%	+42.88%
2020	+98.91%	N/A
2019	+59.37%	N/A
2018	-6.84%	N/A
2017	+33.43%	N/A
2016	+10.05%	N/A
2015	-10.28%	N/A
2014	-2.43%	N/A
2013	-8.12%	N/A

PFSI vs BNL Drawdown Comparison

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

The maximum drawdown for BNL was -43.56%, occurring on Oct 25, 2023. Recovery took 1185 trading sessions.

The current PFSI drawdown is -48.01%. The current BNL drawdown is -0.05%.

Rank	PFSI	BNL
#1	-56.49% Feb 7, 2020 - Jun 15, 2020	-43.56% Sep 2, 2021 - May 26, 2026
#2	-51.85% May 21, 2013 - Jan 2, 2018	-9.21% Jun 14, 2021 - Jul 27, 2021
#3	-49.77% Jan 16, 2026 - Jun 8, 2026	-4.36% Aug 9, 2021 - Aug 31, 2021
#4	-43.27% Dec 30, 2021 - Feb 2, 2023	-3.69% May 26, 2026 - Jun 8, 2026
#5	-23.92% Oct 15, 2020 - Dec 22, 2020	-3.32% Jun 10, 2026 - Jun 24, 2026
#6	-22.97% Sep 16, 2024 - Sep 4, 2025	-1.88% Jul 30, 2021 - Aug 4, 2021
#7	-22.94% Feb 16, 2018 - Feb 22, 2019	-1.52% Apr 29, 2021 - May 13, 2021
#8	-22.83% Feb 2, 2023 - Jul 12, 2023	-1.51% Mar 24, 2021 - Mar 31, 2021
#9	-22.69% Jul 26, 2023 - Dec 12, 2023	-1.22% Apr 6, 2021 - Apr 13, 2021
#10	-18.65% Dec 22, 2020 - Aug 6, 2021	-1.17% Jun 26, 2026 - Jul 2, 2026
#11	-15.70% Feb 22, 2019 - Aug 2, 2019	-1.10% Jul 8, 2026 - Jul 9, 2026
#12	-13.02% Aug 6, 2021 - Dec 8, 2021	-0.94% Mar 22, 2021 - Mar 24, 2021
#13	-10.50% Jan 5, 2018 - Feb 16, 2018	-0.91% May 25, 2021 - Jun 1, 2021
#14	-10.35% Dec 14, 2023 - Feb 2, 2024	-0.75% Jul 2, 2026 - Jul 7, 2026
#15	-9.88% Sep 18, 2025 - Oct 22, 2025	-0.57% May 18, 2021 - May 20, 2021