WallStSmart

PennyMac Finl Svcs Inc (PFSI)vsRoyal Bank of Canada (RY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 1915% more annual revenue ($67.15B vs $3.33B). RY leads profitability with a 33.9% profit margin vs 11.8%. RY appears more attractively valued with a PEG of 2.35. RY earns a higher WallStSmart Score of 63/100 (C+).

PFSI

Hold

48

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: -0.12

RY

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.50

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PFSI3 strengths · Avg: 9.3/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.04B8/10

Generating 2.0B in free cash flow

RY4 strengths · Avg: 9.5/10
Market CapQuality
$291.55B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
46.4%10/10

Strong operational efficiency at 46.4%

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

PFSI4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.8%4/10

1.8% revenue growth

Operating MarginProfitability
4.5%3/10

Operating margin of 4.5%

PEG RatioValuation
4.672/10

Expensive relative to growth rate

EPS GrowthGrowth
-83.9%2/10

Earnings declined 83.9%

RY4 concerns · Avg: 2.3/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Free Cash FlowQuality
$-28.67B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.502/10

Distress zone — elevated risk

Debt/EquityHealth
2.881/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : PFSI

The strongest argument for PFSI centers on P/E Ratio, Price/Book, Free Cash Flow.

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 46.4%.

Bear Case : PFSI

The primary concerns for PFSI are Revenue Growth, Operating Margin, PEG Ratio. Debt-to-equity of 5.46 is elevated, increasing financial risk.

Bear Case : RY

The primary concerns for RY are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.88 is elevated, increasing financial risk.

Key Dynamics to Monitor

PFSI profiles as a value stock while RY is a mature play — different risk/reward profiles.

PFSI carries more volatility with a beta of 1.43 — expect wider price swings.

RY is growing revenue faster at 8.9% — sustainability is the question.

PFSI generates stronger free cash flow (2.0B), providing more financial flexibility.

Bottom Line

RY scores higher overall (63/100 vs 48/100), backed by strong 33.9% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

PennyMac Finl Svcs Inc

FINANCIAL SERVICES · MORTGAGE FINANCE · USA

PennyMac Financial Services, Inc. is engaged in investment management and mortgage banking activities in the United States. The company is headquartered in Westlake Village, California.

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Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

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