PortfoliosLab logo
UWMC vs. FI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UWMC and FI is 0.34, 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: 0.3

Performance

UWMC vs. FI - Performance Comparison

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

0.00%50.00%100.00%150.00%NovemberDecember2025FebruaryMarchApril
-32.99%
113.84%
UWMC
FI

Key characteristics

Sharpe Ratio

UWMC:

-0.54

FI:

0.68

Sortino Ratio

UWMC:

-0.57

FI:

0.96

Omega Ratio

UWMC:

0.94

FI:

1.18

Calmar Ratio

UWMC:

-0.41

FI:

0.82

Martin Ratio

UWMC:

-0.87

FI:

3.47

Ulcer Index

UWMC:

26.94%

FI:

6.01%

Daily Std Dev

UWMC:

43.54%

FI:

30.81%

Max Drawdown

UWMC:

-76.27%

FI:

-37.85%

Current Drawdown

UWMC:

-54.88%

FI:

-22.08%

Fundamentals

Market Cap

UWMC:

$9.87B

FI:

$98.20B

EPS

UWMC:

$0.13

FI:

$5.65

PE Ratio

UWMC:

35.15

FI:

31.51

PS Ratio

UWMC:

4.01

FI:

4.74

PB Ratio

UWMC:

4.47

FI:

3.78

Total Revenue (TTM)

UWMC:

$1.50B

FI:

$20.70B

Gross Profit (TTM)

UWMC:

$1.63B

FI:

$14.69B

EBITDA (TTM)

UWMC:

$576.82M

FI:

$8.26B

Returns By Period

In the year-to-date period, UWMC achieves a -20.14% return, which is significantly lower than FI's -9.80% return.


UWMC

YTD

-20.14%

1M

-17.97%

6M

-27.05%

1Y

-22.66%

5Y*

-9.38%

10Y*

N/A

FI

YTD

-9.80%

1M

-14.27%

6M

-7.77%

1Y

20.07%

5Y*

12.50%

10Y*

18.45%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

UWMC vs. FI — Risk-Adjusted Performance Rank

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

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

FI
The Risk-Adjusted Performance Rank of FI is 7676
Overall Rank
The Sharpe Ratio Rank of FI is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FI is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FI is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FI is 8282
Calmar Ratio Rank
The Martin Ratio Rank of FI is 8181
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.

UWMC vs. FI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UWM Holdings Corporation (UWMC) and Fiserv Inc. (FI). 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 UWMC, currently valued at -0.54, compared to the broader market-2.00-1.000.001.002.003.00
UWMC: -0.54
FI: 0.68
The chart of Sortino ratio for UWMC, currently valued at -0.57, compared to the broader market-6.00-4.00-2.000.002.004.00
UWMC: -0.57
FI: 0.96
The chart of Omega ratio for UWMC, currently valued at 0.94, compared to the broader market0.501.001.502.00
UWMC: 0.94
FI: 1.18
The chart of Calmar ratio for UWMC, currently valued at -0.41, compared to the broader market0.001.002.003.004.005.00
UWMC: -0.41
FI: 0.82
The chart of Martin ratio for UWMC, currently valued at -0.87, compared to the broader market-5.000.005.0010.0015.0020.00
UWMC: -0.87
FI: 3.47

The current UWMC Sharpe Ratio is -0.54, which is lower than the FI Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of UWMC and FI, 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-1.000.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
-0.54
0.68
UWMC
FI

Dividends

UWMC vs. FI - Dividend Comparison

UWMC's dividend yield for the trailing twelve months is around 8.68%, while FI has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
UWMC
UWM Holdings Corporation
8.68%6.81%5.59%12.08%6.76%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FI
Fiserv Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.06%5.08%7.87%7.61%

Drawdowns

UWMC vs. FI - Drawdown Comparison

The maximum UWMC drawdown since its inception was -76.27%, which is greater than FI's maximum drawdown of -37.85%. Use the drawdown chart below to compare losses from any high point for UWMC and FI. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-54.88%
-22.08%
UWMC
FI

Volatility

UWMC vs. FI - Volatility Comparison

The current volatility for UWM Holdings Corporation (UWMC) is 20.43%, while Fiserv Inc. (FI) has a volatility of 25.37%. This indicates that UWMC experiences smaller price fluctuations and is considered to be less risky than FI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
20.43%
25.37%
UWMC
FI

Financials

UWMC vs. FI - Financials Comparison

This section allows you to compare key financial metrics between UWM Holdings Corporation and Fiserv Inc.. 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


0.001.00B2.00B3.00B4.00B5.00B20212022202320242025
560.21M
5.13B
(UWMC) Total Revenue
(FI) Total Revenue
Values in USD except per share items

UWMC vs. FI - Profitability Comparison

The chart below illustrates the profitability comparison between UWM Holdings Corporation and Fiserv Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20212022202320242025
100.0%
100.0%
(UWMC) Gross Margin
(FI) Gross Margin
UWMC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2025, UWM Holdings Corporation reported a gross profit of 560.21M and revenue of 560.21M. Therefore, the gross margin over that period was 100.0%.
FI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2025, Fiserv Inc. reported a gross profit of 5.13B and revenue of 5.13B. Therefore, the gross margin over that period was 100.0%.
UWMC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2025, UWM Holdings Corporation reported an operating income of 469.12M and revenue of 560.21M, resulting in an operating margin of 83.7%.
FI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2025, Fiserv Inc. reported an operating income of 1.40B and revenue of 5.13B, resulting in an operating margin of 27.2%.
UWMC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2025, UWM Holdings Corporation reported a net income of 8.92M and revenue of 560.21M, resulting in a net margin of 1.6%.
FI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2025, Fiserv Inc. reported a net income of 851.00M and revenue of 5.13B, resulting in a net margin of 16.6%.