The BalancedInvestor Club

Mortgage Finance Industry Analysis

16 companies analyzed • Returns from -138.3% to +125.7%

Company List (16 Results)

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Industry Performance

(16/16 companies)
2025-07-22 → 2026-07-20
Weighted Avg
-18.4%
Best
+125.7%
Worst
-138.3%
Returns Distribution
Top 5
1. CNF+125.7%2. BETRW+52.1%3. BETR+46.5%4. COOP+22.0%5. ONIT+7.8%
Bottom 5
1. PAPL-138.3%2. UWMC-90.0%3. GHI-74.0%4. LDI-62.0%5. WD-44.5%

CNF

+125.7%

CNFinance Holdings Ltd

BETRW

+52.1%

Better Home & Finance Holding Company

BETR

+46.5%

Better Home & Finance Holding Company

COOP

+22.0%

Mr. Cooper Group Inc

ONIT

+7.8%

Onity Group Inc.

SNFCA

+7.7%

Security National Financial

IOR

+7.0%

Income Opportunity Realty Investors

GHLD

+0.8%

Guild Holdings Co

VEL

-3.4%

Velocity Financial Llc

RKT

-13.4%

Rocket Companies Inc

PFSI

-22.1%

PennyMac Finl Svcs Inc

WD

-44.5%

Walker & Dunlop Inc

LDI

-62.0%

Loandepot Inc

GHI

-74.0%

Greystone Housing Impact Investors LP

UWMC

-90.0%

UWM Holdings Corp

PAPL

-138.3%

Pineapple Financial Inc.

Methodology

The Weighted Average return (-18.4%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

15 companies with market cap data included: CNF, BETR, COOP, ONIT, SNFCA, IOR, GHLD, VEL, RKT, PFSI and 5 more...

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer