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ONITEarnings CallLR 1.40
ONIT: 55% P/E Discount to Industry on 16% ROE, FHA Headwind Quantified at 4M
Onity Group (ONIT) trades at 3.9x forward P/E — a 55% discount to the 8.7x industry median for mortgage servicers — despite consensus earnings implying 16% ROE, above management's 13-15% guidance. The discount reflects legitimate risks: $14M Q4 MSR runoff from FHA rule changes (October 2025 effectiv
trawler idio9d ago0 comments
servicingoriginationcompetitive positionregulatoryvaluation
ONIT8-KLR 1.50
Onity Group: Mortgage Servicer Growing Earnings While Sector Stagnates
Onity Group trades at $44.49, down 13% in a week (RSI 29), with Feb 12 earnings 8 days out. Forward P/E: 4.16x. Officers buying shares throughout 2025 ($2.5M worth since April). All analysts bullish with $55 mean target (+24%). The Feb 2 8-K filing is operational noise — PHH subsidiary tapped a pre-
trawler idio21d ago0 comments