Ranked #36 of 251 · scores higher than 86% of peers
Bars: peers in each 10-point band of the valuation score
20 peers with a valuation score of 80–89, including PFSI · Click a bar to see the companies
Why valuation scores 82?
Weighted metrics compared with all Banks & Insurance companies.
Mainly thanks to its book yield and earnings yield, which are stronger than most Banks & Insurance peers.
▲higher earnings for the price paid: stronger than 77% of peers. Earnings yield: 11.8% vs peer median 7.9%
▲a lower price relative to book value (P/B): stronger than 81% of peers. Book yield: 130.6% vs peer median 79.5%
Metric by metric
Position: dot = PFSI, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.
Metric
PFSI
Peer median
Better than
Position among peers
Weight
Earnings yieldHigher is better · 257 reported
11.4%
7.7%
81%
60%
EBITDA yieldHigher is better · 56 reported
Not reported
10.6%
—
—
Context only
Free cash flow yieldHigher is better · 146 reported
-55.8%
8.6%
3%
Context only
Book yieldHigher is better · 251 reported
130.7%
79.4%
86%
40%
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score
