The Balanced Investor Club

Mortgage Finance Industry Analysis

16 companies analyzed • Returns from -79.0% to +161.2% • Data through Mar 19, 2026

Company List (16 Results)

View:
Sort:

Industry Performance

(16/16 companies)
2025-03-21 → 2026-03-19
Weighted Avg
+6.3%
Best
+161.2%
Worst
-79.0%
Returns Distribution
Top 5
1. CNF+161.2%2. BETRW+122.4%3. BETR+81.2%4. PAPL+76.7%5. COOP+70.5%
Bottom 5
1. GHI-79.0%2. WD-65.4%3. UWMC-46.4%4. SNFCA-31.7%5. PFSI-13.8%

CNF

+161.2%

CNFinance Holdings Ltd

BETRW

+122.4%

Better Home & Finance Holding Company

BETR

+81.2%

Better Home & Finance Holding Company

PAPL

+76.7%

Pineapple Financial Inc.

COOP

+70.5%

Mr. Cooper Group Inc

GHLD

+32.7%

Guild Holdings Co

ONIT

+13.6%

Onity Group Inc.

LDI

+8.8%

Loandepot Inc

IOR

+5.0%

Income Opportunity Realty Investors

RKT

+3.8%

Rocket Companies Inc

VEL

-7.6%

Velocity Financial Llc

PFSI

-13.8%

PennyMac Finl Svcs Inc

SNFCA

-31.7%

Security National Financial

UWMC

-46.4%

UWM Holdings Corp

WD

-65.4%

Walker & Dunlop Inc

GHI

-79.0%

Greystone Housing Impact Investors LP

Methodology

The Weighted Average return (+6.3%) 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, PAPL, COOP, GHLD, ONIT, LDI, IOR, RKT, VEL and 5 more...

Educational content · Not investment advice or recommendations

We're educators, not advisors. Your decisions are your own. Disclaimer