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RKT vs. UWMC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between RKT and UWMC is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.4

Performance

RKT vs. UWMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rocket Companies, Inc. (RKT) and UWM Holdings Corporation (UWMC). The values are adjusted to include any dividend payments, if applicable.

-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2025FebruaryMarchApril
-28.40%
-40.65%
RKT
UWMC

Key characteristics

Sharpe Ratio

RKT:

0.22

UWMC:

-0.54

Sortino Ratio

RKT:

0.72

UWMC:

-0.57

Omega Ratio

RKT:

1.09

UWMC:

0.94

Calmar Ratio

RKT:

0.17

UWMC:

-0.41

Martin Ratio

RKT:

0.46

UWMC:

-0.87

Ulcer Index

RKT:

26.29%

UWMC:

26.94%

Daily Std Dev

RKT:

55.76%

UWMC:

43.54%

Max Drawdown

RKT:

-83.00%

UWMC:

-76.27%

Current Drawdown

RKT:

-62.98%

UWMC:

-54.88%

Fundamentals

Market Cap

RKT:

$25.06B

UWMC:

$9.87B

EPS

RKT:

$0.21

UWMC:

$0.13

PE Ratio

RKT:

60.05

UWMC:

35.15

PS Ratio

RKT:

4.63

UWMC:

4.01

PB Ratio

RKT:

2.65

UWMC:

4.47

Total Revenue (TTM)

RKT:

$3.61B

UWMC:

$1.50B

Gross Profit (TTM)

RKT:

$3.64B

UWMC:

$1.63B

EBITDA (TTM)

RKT:

$634.64M

UWMC:

$576.82M

Returns By Period

In the year-to-date period, RKT achieves a 21.44% return, which is significantly higher than UWMC's -20.14% return.


RKT

YTD

21.44%

1M

-0.69%

6M

-16.16%

1Y

10.19%

5Y*

N/A

10Y*

N/A

UWMC

YTD

-20.14%

1M

-17.97%

6M

-27.05%

1Y

-22.66%

5Y*

-9.38%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

RKT vs. UWMC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RKT
The Risk-Adjusted Performance Rank of RKT is 5858
Overall Rank
The Sharpe Ratio Rank of RKT is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of RKT is 5858
Sortino Ratio Rank
The Omega Ratio Rank of RKT is 5656
Omega Ratio Rank
The Calmar Ratio Rank of RKT is 6060
Calmar Ratio Rank
The Martin Ratio Rank of RKT is 5858
Martin Ratio Rank

UWMC
The Risk-Adjusted Performance Rank of UWMC is 2525
Overall Rank
The Sharpe Ratio Rank of UWMC is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of UWMC is 2222
Sortino Ratio Rank
The Omega Ratio Rank of UWMC is 2424
Omega Ratio Rank
The Calmar Ratio Rank of UWMC is 2626
Calmar Ratio Rank
The Martin Ratio Rank of UWMC is 3232
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RKT vs. UWMC - Risk-Adjusted Performance 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.


The chart of Sharpe ratio for RKT, currently valued at 0.22, compared to the broader market-2.00-1.000.001.002.003.00
RKT: 0.22
UWMC: -0.54
The chart of Sortino ratio for RKT, currently valued at 0.72, compared to the broader market-6.00-4.00-2.000.002.004.00
RKT: 0.72
UWMC: -0.57
The chart of Omega ratio for RKT, currently valued at 1.09, compared to the broader market0.501.001.502.00
RKT: 1.09
UWMC: 0.94
The chart of Calmar ratio for RKT, currently valued at 0.17, compared to the broader market0.001.002.003.004.005.00
RKT: 0.17
UWMC: -0.41
The chart of Martin ratio for RKT, currently valued at 0.46, compared to the broader market-5.000.005.0010.0015.0020.00
RKT: 0.46
UWMC: -0.87

The current RKT Sharpe Ratio is 0.22, which is higher than the UWMC Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of RKT and UWMC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.22
-0.54
RKT
UWMC

Dividends

RKT vs. UWMC - Dividend Comparison

RKT's dividend yield for the trailing twelve months is around 6.18%, less than UWMC's 8.68% yield.


TTM2024202320222021
RKT
Rocket Companies, Inc.
6.18%0.00%0.00%14.43%7.93%
UWMC
UWM Holdings Corporation
8.68%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 -76.27%. Use the drawdown chart below to compare losses from any high point for RKT and UWMC. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%NovemberDecember2025FebruaryMarchApril
-62.98%
-54.88%
RKT
UWMC

Volatility

RKT vs. UWMC - Volatility Comparison

Rocket Companies, Inc. (RKT) has a higher volatility of 27.17% compared to UWM Holdings Corporation (UWMC) at 20.43%. 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.


10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
27.17%
20.43%
RKT
UWMC

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items