Sector Alpha Week of 2026-07-27
What changedUSMortgage Finance
Divergence US · Mortgage Finance · 2026-07-27

Why are Mortgage Finance stocks falling while earnings keep growing?

7 of 8 members earned more than they did a year ago; the price finished the year 23% behind S&P 500.

100200202620252024202320222021 127348 TRAILING 12-MONTH EPS · 100 AT THE START0100Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 7 reportingJun 2022 · trailing 12-month earnings per share at 99, against 100 at the start · no comparable year yet · 7 reportingSep 2022 · trailing 12-month earnings per share at 89, against 100 at the start · no comparable year yet · 7 reportingDec 2022 · trailing 12-month earnings per share at 73, against 100 at the start · no comparable year yet · 7 reportingMar 2023 · trailing 12-month earnings per share at 11, against 100 at the start · down 89.3% on a year ago · 7 reportingJun 2023 · trailing 12-month earnings per share at 9, against 100 at the start · down 74.1% on a year ago · 7 reportingSep 2023 · trailing 12-month earnings per share at 13, against 100 at the start · down 70.6% on a year ago · 7 reportingDec 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 84.3% on a year ago · 7 reportingMar 2024 · trailing 12-month earnings per share at 7, against 100 at the start · down 47.8% on a year ago · 7 reportingJun 2024 · trailing 12-month earnings per share at 4, against 100 at the start · down 39.1% on a year ago · 7 reportingSep 2024 · trailing 12-month earnings per share at 18, against 100 at the start · down 26.4% on a year ago · 7 reportingDec 2024 · trailing 12-month earnings per share at 38, against 100 at the start · up 26.3% on a year ago · 7 reportingMar 2025 · trailing 12-month earnings per share at 34, against 100 at the start · up 10.3% on a year ago · 7 reportingJun 2025 · trailing 12-month earnings per share at 38, against 100 at the start · up 25.3% on a year ago · 7 reportingSep 2025 · trailing 12-month earnings per share at 39, against 100 at the start · up 74.7% on a year ago · 7 reportingDec 2025 · trailing 12-month earnings per share at 19, against 100 at the start · up 8.9% on a year ago · 7 reportingMar 2026 · trailing 12-month earnings per share at 48, against 100 at the start · up 44.3% on a year ago · 7 reportingNot reported yet — earnings trail price by a quarter or two48 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
100200202620252024202320222021 127348 TRAILING 12-MONTH EPS · 100 AT THE START0100Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 7 reportingJun 2022 · trailing 12-month earnings per share at 99, against 100 at the start · no comparable year yet · 7 reportingSep 2022 · trailing 12-month earnings per share at 89, against 100 at the start · no comparable year yet · 7 reportingDec 2022 · trailing 12-month earnings per share at 73, against 100 at the start · no comparable year yet · 7 reportingMar 2023 · trailing 12-month earnings per share at 11, against 100 at the start · down 89.3% on a year ago · 7 reportingJun 2023 · trailing 12-month earnings per share at 9, against 100 at the start · down 74.1% on a year ago · 7 reportingSep 2023 · trailing 12-month earnings per share at 13, against 100 at the start · down 70.6% on a year ago · 7 reportingDec 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 84.3% on a year ago · 7 reportingMar 2024 · trailing 12-month earnings per share at 7, against 100 at the start · down 47.8% on a year ago · 7 reportingJun 2024 · trailing 12-month earnings per share at 4, against 100 at the start · down 39.1% on a year ago · 7 reportingSep 2024 · trailing 12-month earnings per share at 18, against 100 at the start · down 26.4% on a year ago · 7 reportingDec 2024 · trailing 12-month earnings per share at 38, against 100 at the start · up 26.3% on a year ago · 7 reportingMar 2025 · trailing 12-month earnings per share at 34, against 100 at the start · up 10.3% on a year ago · 7 reportingJun 2025 · trailing 12-month earnings per share at 38, against 100 at the start · up 25.3% on a year ago · 7 reportingSep 2025 · trailing 12-month earnings per share at 39, against 100 at the start · up 74.7% on a year ago · 7 reportingDec 2025 · trailing 12-month earnings per share at 19, against 100 at the start · up 8.9% on a year ago · 7 reportingMar 2026 · trailing 12-month earnings per share at 48, against 100 at the start · up 44.3% on a year ago · 7 reportingNot reported yet — earnings trail price by a quarter or two48No earnings on file this far back — the price series reaches further than the filings do
Mortgage Finance, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Beating S&P 5000/8−1 in 4 weeks
Industry vs index · 13w−26.1%equal-weighted
Industry vs index · 52w−23.3%equal-weighted
earnings growth · TTM44%38% avg, 4 quarters

Twelve-month performance is 23% behind S&P 500, equal-weighted across 8 stocks.

The accounts and the price disagree. Four-quarter EPS growth averages 38%, and 1 of the 8 stocks sit 20%+ behind the index over twelve months with EPS still up 20%+.

Either the price knows something not yet in the filings, or the filings are right and the price is behind. Nothing in these two series decides between them.

Companies behind the index with earnings still growing: PennyMac Financial Services, Inc.. All 1 are listed below with their four-factor scores and how many of the last 26 weeks each spent ahead of S&P 500.

How broad is the move?

An industry average can be lifted by one large company. These readings separate a move the whole industry is making from one a handful of names are making.

What would change this picture

The description changes if the next quarter breaks the earnings run, or if margins compress — a growing top line with falling margins reads differently.

Companies behind the index with earnings still growing

The rule selected these companies this week. Below are the same four scores every company on the site carries, and how many of the last 26 weeks each has been ahead of the index.

CompanyEarnings & growthQualityValuationMarketWeeks ahead of indexScore
PennyMac Financial Services, Inc.DV
PFSI
60503175 0/26 55

Sorted by total score. Scores are computed from published filings and weekly closes on a fixed formula — earnings and growth carry 35%, quality 25%, valuation 20%, market behaviour 20%. They rank the data. They are not a recommendation.

Questions people ask about Mortgage Finance

How is "beating S&P 500" measured here?

A stock is counted when its three-month return beats S&P 500 by 5 percentage points or more. An industry is measured equal-weighted, so one large company cannot carry the average. The rule is the same every week and in every market.

How many stocks in Mortgage Finance are beating S&P 500?

0 of 8 as of 2026-07-27, against 1 four weeks ago. The median member is −15.4% versus the index over three months.

What is Mortgage Finance earnings doing?

Growth in trailing 12-month earnings per share for the industry is 44%, averaging 38% across the last four quarters.

Where does this data come from?

Weekly closing prices and published quarterly filings, rebuilt every weekday, and every figure carries its own as-of date. Every figure on the industry page traces to its source column.

How this page is served to search and answer engines
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  "datePublished": "2026-07-27",
  "answer": "7 of 8 members earned more than they did a year ago; the price finished the year 23% behind S&P 500.…",
  "isBasedOn": [
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The same answer is available as plain text at https://www.sectoralpha.in/mla/stories/why-are-mortgage-finance-stocks-falling-while-earnings-keep-growing/llms.txt — one question, one answer, sources named.

Also this week in US

Sector Alpha describes what has happened in published market and filing data and explains the fundamentals behind it. It does not make recommendations, does not suggest buying or selling any security, and is not registered with SEBI as an investment adviser.

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