The BalancedInvestor Club

Mortgage Finance Industry Analysis

16 companies analyzed • Returns from -78.3% to +246.2% • Data through May 1, 2026

Company List (16 Results)

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Industry Performance

(16/16 companies)
2025-05-05 → 2026-05-01
Weighted Avg
+18.3%
Best
+246.2%
Worst
-78.3%
Returns Distribution
Top 5
1. PAPL+246.2%2. CNF+115.0%3. BETR+112.8%4. BETRW+106.2%5. COOP+58.4%
Bottom 5
1. GHI-78.3%2. WD-34.7%3. UWMC-26.5%4. PFSI-5.8%5. SNFCA-4.3%

PAPL

+246.2%

Pineapple Financial Inc.

CNF

+115.0%

CNFinance Holdings Ltd

BETR

+112.8%

Better Home & Finance Holding Company

BETRW

+106.2%

Better Home & Finance Holding Company

COOP

+58.4%

Mr. Cooper Group Inc

GHLD

+44.1%

Guild Holdings Co

LDI

+37.1%

Loandepot Inc

ONIT

+24.3%

Onity Group Inc.

RKT

+20.6%

Rocket Companies Inc

VEL

+13.7%

Velocity Financial Llc

IOR

-1.6%

Income Opportunity Realty Investors

SNFCA

-4.3%

Security National Financial

PFSI

-5.8%

PennyMac Finl Svcs Inc

UWMC

-26.5%

UWM Holdings Corp

WD

-34.7%

Walker & Dunlop Inc

GHI

-78.3%

Greystone Housing Impact Investors LP

Methodology

The Weighted Average return (+18.3%) 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: PAPL, CNF, BETR, COOP, GHLD, LDI, ONIT, RKT, VEL, IOR and 5 more...

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