Pennymac Financial Services vs Walker & Dunlop
Pennymac Financial Services is the larger business, with $2.05bn of revenue in fiscal 2025 against $1.23bn for Walker & Dunlop (1.7 times as much). Pennymac Financial Services grew faster (28.4% against 9.0%). Pennymac Financial Services kept more of each dollar of sales as profit: a net margin of 24.5% against 4.6%.
| Latest fiscal year | Pennymac Financial ServicesPFSI, 2025 | Walker & DunlopWD, 2025 |
|---|---|---|
| Revenue | $2.05bn | $1.23bn |
| Revenue growth | 28.4% | 9.0% |
| Net income | $501m | $56.2m |
| Operating margin | — | — |
| Net margin | 24.5% | 4.6% |
| Return on equity | 12.3% | 3.2% |
| Free cash flow | −$1.66bn | −$680m |
| Cash | $302m | $299m |
| Total debt | $6.23bn | $2.29bn |
| Debt to equity | — | — |
| Dividend per share | $1.20 | $2.68 |
| Dividend yield | 1.9% | 7.8% |
| Share buybacks | $4.7m | $10.5m |
| Employees | — | 1,466 |
| Market value | $3.36bn | $1.17bn |
| Price vs our value range | — | — |
| Moat score | 80 (Strong) | 64 (Moderate) |
| Insider trades, 12 months | 1 buys, 38 sales | 4 buys, 0 sales |