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PFSI vs MKTX

Comparison between PennyMac Financial Services Inc (PFSI, Company) and MarketAxess Holdings Inc (MKTX, Company).

Both PFSI and MKTX are from the Financial Services sector.

5-Year PerformancePFSI has outperformed MKTX, delivering a return of +7.0% compared to -22.2%

PFSI vs MKTX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PFSI
$4.28B
MKTX
$4.28B
Max Drawdown
Winner
PFSI
56.63%
MKTX
80.60%
Sharpe Ratio
Winner
PFSI
-0.05
MKTX
-2.17
5Y Beta
PFSI
0.64
Winner
MKTX
-0.13
Industry
PFSI
Mortgage Finance
MKTX
Capital Markets
P/E Ratio
Winner
PFSI
8.43
MKTX
14.15
Forward P/E
Winner
PFSI
5.43
MKTX
14.84
PEG Ratio
Winner
PFSI
0.19
MKTX
0.29
Dividend Yield
PFSI
1.44%
Winner
MKTX
2.45%
5Y Dividends CAGR
Winner
PFSI
11.38%
MKTX
8.79%
5Y EPS CAGR
PFSI
-2.16%
Winner
MKTX
1.15%
Debt to Equity
PFSI
144.02%
Winner
MKTX
19.17%
Free Cash Flow Yield
PFSI
-95.24%
Winner
MKTX
6.33%

PFSI vs MKTX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PFSI
-4.73%
MKTX
-14.24%
3M
Winner
PFSI
-5.21%
MKTX
-30.70%
6M
PFSI
-37.36%
Winner
MKTX
-32.87%
1Y
Winner
PFSI
-11.93%
MKTX
-44.48%
5Y(CAGR)
Winner
PFSI
+6.96%
MKTX
-22.16%
10Y(CAGR)
Winner
PFSI
+21.19%
MKTX
-0.55%
Max(CAGR)
Winner
PFSI
+12.67%
MKTX
+10.48%

PFSI vs MKTX - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearPFSIMKTX
2026-36.94%-31.93%
2025+33.53%-18.26%
2024+17.54%-19.83%
2023+54.87%+3.88%
2022-17.98%-29.01%
2021+13.59%-26.51%
2020+98.91%+50.84%
2019+59.37%+82.49%
2018-6.84%+4.66%
2017+33.43%+35.29%
2016+10.05%+35.49%
2015-10.28%+60.05%
2014-2.43%+10.85%
2013-8.12%+86.74%
2012N/A+27.24%
2011N/A+49.22%
2010N/A+49.24%
2009N/A+61.04%
2008N/A-33.55%
2007N/A-4.82%
2006N/A+20.94%
2005N/A-28.34%
2004N/A-2.74%

PFSI vs MKTX Drawdown Comparison

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

The maximum drawdown for MKTX was -80.60%, occurring on Oct 17, 2008. Recovery took 1549 trading sessions.

The current PFSI drawdown is -47.99%. The current MKTX drawdown is -78.18%.

RankPFSIMKTX
#1-56.49%
Feb 7, 2020 - Jun 15, 2020
-80.60%
Nov 22, 2004 - Jan 18, 2011
#2-51.85%
May 21, 2013 - Jan 2, 2018
-78.95%
Dec 22, 2020 - Jun 10, 2026
#3-49.77%
Jan 16, 2026 - Jun 8, 2026
-32.71%
Sep 6, 2019 - Apr 16, 2020
#4-43.27%
Dec 30, 2021 - Feb 2, 2023
-32.34%
Nov 21, 2013 - Dec 17, 2014
#5-23.92%
Oct 15, 2020 - Dec 22, 2020
-30.38%
Mar 28, 2012 - Jan 2, 2013
#6-22.97%
Sep 16, 2024 - Sep 4, 2025
-22.24%
Mar 16, 2018 - Dec 7, 2018
#7-22.94%
Feb 16, 2018 - Feb 22, 2019
-20.10%
Aug 29, 2011 - Nov 3, 2011
#8-22.83%
Feb 2, 2023 - Jul 12, 2023
-19.95%
Jul 9, 2020 - Oct 20, 2020
#9-22.69%
Jul 26, 2023 - Dec 12, 2023
-16.64%
Jun 19, 2017 - Jan 5, 2018
#10-18.65%
Dec 22, 2020 - Aug 6, 2021
-16.39%
Apr 7, 2011 - Jul 1, 2011
#11-15.70%
Feb 22, 2019 - Aug 2, 2019
-15.90%
Sep 15, 2016 - Jan 25, 2017
#12-13.02%
Aug 6, 2021 - Dec 8, 2021
-15.73%
Jul 10, 2015 - Nov 18, 2015
#13-10.50%
Jan 5, 2018 - Feb 16, 2018
-14.71%
Nov 3, 2011 - Dec 20, 2011
#14-10.35%
Dec 14, 2023 - Feb 2, 2024
-13.55%
Aug 3, 2011 - Aug 17, 2011
#15-9.88%
Sep 18, 2025 - Oct 22, 2025
-13.09%
Dec 13, 2018 - Feb 15, 2019

Correlation

Correlation between PFSI and MKTX is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32
-101

Dividend Comparison (2009 - 2026)

PFSI vs MKTX dividend yield comparison.

YearPFSIMKTX
20260.73%1.30%
20250.91%1.68%
20240.98%1.64%
20230.91%0.98%
20221.41%1.00%
20211.15%0.64%
20200.82%0.42%
20190.35%0.54%
20181.88%0.80%
20170.00%0.65%
20160.00%0.71%
20150.00%0.72%
20140.00%0.89%
20130.00%0.78%
20120.00%4.93%
20110.00%1.20%
20100.00%1.35%
20090.00%0.50%

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