RKT vs. UWMC
Compare and contrast key facts about Rocket Companies, Inc. (RKT) and UWM Holdings Corporation (UWMC).
Performance
RKT vs. UWMC - Performance Comparison
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RKT vs. UWMC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RKT Rocket Companies, Inc. | -25.46% | 81.69% | -22.24% | 106.86% | -46.18% | -45.47% |
UWMC UWM Holdings Corporation | -14.58% | -19.30% | -13.04% | 132.11% | -38.03% | -28.60% |
Fundamentals
RKT:
$190.82B
UWMC:
$9.35B
RKT:
-$0.04
UWMC:
$0.10
RKT:
8.29
UWMC:
1.91
RKT:
8.33
UWMC:
5.87
RKT:
$8.99B
UWMC:
$3.16B
RKT:
$4.84B
UWMC:
$1.01B
RKT:
$268.70M
UWMC:
$135.33M
Returns By Period
In the year-to-date period, RKT achieves a -25.46% return, which is significantly lower than UWMC's -14.58% return.
RKT
- 1D
- 1.26%
- 1M
- -14.06%
- YTD
- -25.46%
- 6M
- -26.34%
- 1Y
- 14.52%
- 3Y*
- 18.95%
- 5Y*
- -6.15%
- 10Y*
- —
UWMC
- 1D
- 0.55%
- 1M
- -13.59%
- YTD
- -14.58%
- 6M
- -38.98%
- 1Y
- -25.63%
- 3Y*
- -2.81%
- 5Y*
- -7.29%
- 10Y*
- —
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Return for Risk
RKT vs. UWMC — Risk / Return Rank
RKT
UWMC
RKT vs. UWMC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rocket Companies, Inc. (RKT) and UWM Holdings Corporation (UWMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| RKT | UWMC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | -0.45 | +0.69 |
Sortino ratioReturn per unit of downside risk | 0.79 | -0.32 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.09 | 0.96 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | -0.57 | +1.03 |
Martin ratioReturn relative to average drawdown | 1.10 | -1.10 | +2.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RKT | UWMC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | -0.45 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | -0.14 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | -0.18 | +0.12 |
Correlation
The correlation between RKT and UWMC is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RKT vs. UWMC - Dividend Comparison
RKT has not paid dividends to shareholders, while UWMC's dividend yield for the trailing twelve months is around 10.99%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RKT Rocket Companies, Inc. | 0.00% | 4.13% | 0.00% | 0.00% | 14.43% | 7.93% |
UWMC UWM Holdings Corporation | 10.99% | 9.13% | 6.81% | 5.59% | 12.08% | 6.76% |
Drawdowns
RKT vs. UWMC - Drawdown Comparison
The maximum RKT drawdown since its inception was -83.00%, which is greater than UWMC's maximum drawdown of -68.67%. Use the drawdown chart below to compare losses from any high point for RKT and UWMC.
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Drawdown Indicators
| RKT | UWMC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.00% | -68.67% | -14.33% |
Max Drawdown (1Y)Largest decline over 1 year | -42.45% | -47.27% | +4.82% |
Max Drawdown (5Y)Largest decline over 5 years | -70.58% | -68.67% | -1.91% |
Current DrawdownCurrent decline from peak | -58.72% | -56.25% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -60.23% | -36.44% | -23.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.75% | 24.64% | -6.89% |
Volatility
RKT vs. UWMC - Volatility Comparison
Rocket Companies, Inc. (RKT) has a higher volatility of 16.41% compared to UWM Holdings Corporation (UWMC) at 13.42%. This indicates that RKT's price experiences larger fluctuations and is considered to be riskier than UWMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RKT | UWMC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.41% | 13.42% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 40.70% | 40.65% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 60.46% | 57.32% | +3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.62% | 50.76% | +2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 64.51% | 50.77% | +13.74% |
Financials
RKT vs. UWMC - Financials Comparison
This section allows you to compare key financial metrics between Rocket Companies, Inc. and UWM Holdings Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
RKT vs. UWMC - Profitability Comparison
RKT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Rocket Companies, Inc. reported a gross profit of 825.83M and revenue of 4.65B. Therefore, the gross margin over that period was 17.8%.
UWMC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, UWM Holdings Corporation reported a gross profit of 0.00 and revenue of 1.74B. Therefore, the gross margin over that period was 0.0%.
RKT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Rocket Companies, Inc. reported an operating income of -105.52M and revenue of 4.65B, resulting in an operating margin of -2.3%.
UWMC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, UWM Holdings Corporation reported an operating income of 0.00 and revenue of 1.74B, resulting in an operating margin of 0.0%.
RKT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Rocket Companies, Inc. reported a net income of -57.98M and revenue of 4.65B, resulting in a net margin of -1.3%.
UWMC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, UWM Holdings Corporation reported a net income of 164.48M and revenue of 1.74B, resulting in a net margin of 9.4%.