Mortgage Bankers & Loan Correspondents stocks: intrinsic value, ROIC & growth

6 U.S. mortgage bankers & loan correspondents companies with at least three years of SEC filings, ranked by size. 3 of the 4 with a current price trade below their Graham intrinsic value. The median company earned a -1.9% average return on invested capital and grew revenue 15.6% a year.

Updated October 18, 2026

6companies
3below Graham value
-1.9%median 10-yr ROIC
15.6%median revenue CAGR

Highest-ROIC mortgage bankers & loan correspondents stocks

Ticker Company 10-yr ROIC Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
PFSI PennyMac Financial Services, Inc. 5.7% $60.32 $287.24 79% below $3.3B 5.7% 22.2%

All mortgage bankers & loan correspondents stocks

Ticker Company Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
RKT Reckitt $10.78 $0.45 2296% above $14.3B -0.2% 6.8%
PFSI PennyMac Financial Services, Inc. $60.32 $287.24 79% below $3.3B 5.7% 22.2%
UWMC UWM Holdings Corp $1.05 $3.99 74% below $1.7B -423466.4% 16.3%
FOA Finance of America Companies Inc. $11.02 — — $296.8M -1.9% -9.3%
ONIT ONITY GROUP INC. $25.59 $712.81 96% below $221.0M -6.6% -6.9%
BLNE Beeline Holdings, Inc. $0.78 — — $11.1M -171.2% 15.6%

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