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U.S. Thrifts and Mortgage Finance Industry Analysis
UpdatedJun 08, 2023
DataAggregated Company Financials
Companies43
- 7D6.5%
- 3M9.0%
- 1Y5.6%
- YTD18.3%
In the last week, the Thrifts and Mortgage Finance industry is up 3.7%, with TFS Financial leading the way with a 12% gain. This means that the industry has gained 3.3% over the past year. Looking forward, earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the U.S. Thrifts and Mortgage Finance Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 08 Jun 2023 | US$64.5b | US$20.3b | US$4.3b | 9.8x | 15.1x | 3.2x |
| Sat, 06 May 2023 | US$62.4b | US$21.3b | US$4.7b | 8.8x | 13.2x | 2.9x |
| Mon, 03 Apr 2023 | US$61.3b | US$24.0b | US$5.7b | 7.4x | 10.7x | 2.6x |
| Wed, 01 Mar 2023 | US$89.3b | US$34.8b | US$8.3b | 12.1x | 10.8x | 2.6x |
| Fri, 27 Jan 2023 | US$91.9b | US$35.7b | US$8.6b | 11.4x | 10.7x | 2.6x |
| Sun, 25 Dec 2022 | US$83.7b | US$35.7b | US$8.7b | 11.4x | 9.6x | 2.3x |
| Tue, 22 Nov 2022 | US$83.7b | US$35.8b | US$8.7b | 11.6x | 9.7x | 2.3x |
| Thu, 20 Oct 2022 | US$79.0b | US$40.3b | US$9.2b | 11.3x | 8.6x | 2x |
| Sat, 17 Sep 2022 | US$85.0b | US$40.3b | US$9.2b | 11.7x | 9.3x | 2.1x |
| Mon, 15 Aug 2022 | US$97.6b | US$40.5b | US$9.3b | 11.7x | 10.5x | 2.4x |
| Wed, 13 Jul 2022 | US$85.1b | US$44.9b | US$9.0b | 11.4x | 9.5x | 1.9x |
| Fri, 10 Jun 2022 | US$89.0b | US$44.9b | US$9.0b | 11.8x | 9.9x | 2x |
| Sun, 08 May 2022 | US$87.7b | US$48.8b | US$9.5b | 12x | 9.3x | 1.8x |
| Tue, 05 Apr 2022 | US$101.3b | US$50.1b | US$9.6b | 12.4x | 10.6x | 2x |
| Thu, 03 Mar 2022 | US$113.4b | US$51.9b | US$11.7b | 12.4x | 9.7x | 2.2x |
| Sat, 29 Jan 2022 | US$113.7b | US$55.0b | US$14.0b | 12.2x | 8.1x | 2.1x |
| Mon, 27 Dec 2021 | US$121.7b | US$55.0b | US$14.1b | 12.1x | 8.6x | 2.2x |
| Wed, 24 Nov 2021 | US$126.6b | US$55.1b | US$14.1b | 12.9x | 9x | 2.3x |
| Fri, 22 Oct 2021 | US$135.4b | US$59.2b | US$16.1b | 12.3x | 8.4x | 2.3x |
| Sun, 19 Sep 2021 | US$127.3b | US$59.2b | US$16.1b | 12x | 7.9x | 2.2x |
| Tue, 17 Aug 2021 | US$82.3b | US$59.0b | US$14.5b | 12.2x | 5.7x | 1.4x |
| Tue, 01 Jun 2021 | US$86.0b | US$61.0b | US$14.4b | 12.7x | 6x | 1.4x |
| Fri, 05 Mar 2021 | US$85.5b | US$54.5b | US$12.4b | 12.9x | 6.9x | 1.6x |
| Mon, 07 Dec 2020 | US$70.9b | US$38.2b | US$5.9b | 11.8x | 12x | 1.9x |
| Thu, 10 Sep 2020 | US$65.3b | US$32.8b | US$4.8b | 11x | 13.6x | 2x |
Price to Earnings Ratio
15.3x
Current Industry PE
- Investors are optimistic on the American Thrifts and Mortgage Finance industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.9x which is higher than its 3-year average PE of 9.6x.
- The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
- The earnings for companies in the Thrifts and Mortgage Finance industry have declined 3.7% per year over the last three years,
- Revenues have also declined 3.6% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Comparison
How does U.S. Thrifts and Mortgage Finance compare with similar industries?
| US Market | 2.58% | |
| Financials | 4.95% | |
| Mortgage Finance | -1.05% | |
| Thrifts and Mortgage Finance | 6.54% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TFSL TFS Financial | US$12.70 | 12.3% +US$385.6m | -12.1% | PE44.5x | |
| ESNT Essent Group | US$47.27 | 7.0% +US$332.5m | 10.0% | PE7x | |
| ACT Enact Holdings | US$26.16 | 7.5% +US$294.1m | 7.8% | PE5.9x | |
| MTG MGIC Investment | US$15.99 | 5.8% +US$249.4m | 14.3% | PE5.4x | |
| PFSI PennyMac Financial Services | US$65.10 | 6.7% +US$202.7m | 32.0% | PE9.8x |