The BalancedInvestor Club

Mortgage Finance Industry Analysis

16 companies analyzed • Returns from -134.8% to +172.6%

Company List (16 Results)

View:
Sort:

Industry Performance

(16/16 companies)
2025-09-02 → 2026-08-31
Weighted Avg
-35.1%
Best
+172.6%
Worst
-134.8%
Returns Distribution
Top 5
1. CNF+172.6%2. COOP+14.5%3. IOR+2.7%4. GHLD+0.8%5. SNFCA-1.0%
Bottom 5
1. UWMC-134.8%2. PAPL-134.7%3. LDI-72.9%4. WD-71.8%5. GHI-55.2%

CNF

+172.6%

CNFinance Holdings Ltd

COOP

+14.5%

Mr. Cooper Group Inc

IOR

+2.7%

Income Opportunity Realty Investors

GHLD

+0.8%

Guild Holdings Co

SNFCA

-1.0%

Security National Financial

VEL

-5.6%

Velocity Financial Llc

ONIT

-19.8%

Onity Group Inc.

RKT

-24.7%

Rocket Companies Inc

BETRW

-30.9%

Better Home & Finance Holding Company

PFSI

-40.2%

PennyMac Finl Svcs Inc

BETR

-46.3%

Better Home & Finance Holding Company

GHI

-55.2%

Greystone Housing Impact Investors LP

WD

-71.8%

Walker & Dunlop Inc

LDI

-72.9%

Loandepot Inc

PAPL

-134.7%

Pineapple Financial Inc.

UWMC

-134.8%

UWM Holdings Corp

Methodology

The Weighted Average return (-35.1%) 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, COOP, IOR, GHLD, SNFCA, VEL, ONIT, RKT, PFSI, BETR 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