PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
UWMC vs. FI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UWMC and FI is 0.24, 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.


-0.50.00.51.00.2

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.

-40.00%-20.00%0.00%20.00%40.00%SeptemberOctoberNovemberDecember2025February
-27.49%
40.61%
UWMC
FI

Key characteristics

Sharpe Ratio

UWMC:

0.01

FI:

3.22

Sortino Ratio

UWMC:

0.33

FI:

4.26

Omega Ratio

UWMC:

1.04

FI:

1.57

Calmar Ratio

UWMC:

0.01

FI:

6.39

Martin Ratio

UWMC:

0.03

FI:

14.75

Ulcer Index

UWMC:

21.06%

FI:

4.27%

Daily Std Dev

UWMC:

42.58%

FI:

19.53%

Max Drawdown

UWMC:

-76.27%

FI:

-37.85%

Current Drawdown

UWMC:

-37.34%

FI:

0.00%

Fundamentals

Market Cap

UWMC:

$10.10B

FI:

$134.42B

EPS

UWMC:

-$0.23

FI:

$5.37

Total Revenue (TTM)

UWMC:

$1.36B

FI:

$20.46B

Gross Profit (TTM)

UWMC:

$1.64B

FI:

$14.46B

EBITDA (TTM)

UWMC:

$675.08M

FI:

$8.21B

Returns By Period

In the year-to-date period, UWMC achieves a 10.90% return, which is significantly lower than FI's 15.02% return.


UWMC

YTD

10.90%

1M

6.03%

6M

-27.48%

1Y

0.58%

5Y*

N/A

10Y*

N/A

FI

YTD

15.02%

1M

13.28%

6M

40.61%

1Y

59.61%

5Y*

14.22%

10Y*

21.59%

*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 4343
Overall Rank
The Sharpe Ratio Rank of UWMC is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of UWMC is 4040
Sortino Ratio Rank
The Omega Ratio Rank of UWMC is 3838
Omega Ratio Rank
The Calmar Ratio Rank of UWMC is 4646
Calmar Ratio Rank
The Martin Ratio Rank of UWMC is 4545
Martin Ratio Rank

FI
The Risk-Adjusted Performance Rank of FI is 9797
Overall Rank
The Sharpe Ratio Rank of FI is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of FI is 9797
Sortino Ratio Rank
The Omega Ratio Rank of FI is 9696
Omega Ratio Rank
The Calmar Ratio Rank of FI is 9999
Calmar Ratio Rank
The Martin Ratio Rank of FI is 9595
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.


Sharpe ratio
The chart of Sharpe ratio for UWMC, currently valued at 0.01, compared to the broader market-2.000.002.004.000.013.22
The chart of Sortino ratio for UWMC, currently valued at 0.33, compared to the broader market-6.00-4.00-2.000.002.004.006.000.334.26
The chart of Omega ratio for UWMC, currently valued at 1.04, compared to the broader market0.501.001.502.001.041.57
The chart of Calmar ratio for UWMC, currently valued at 0.01, compared to the broader market0.002.004.006.000.016.39
The chart of Martin ratio for UWMC, currently valued at 0.03, compared to the broader market0.0010.0020.0030.000.0314.75
UWMC
FI

The current UWMC Sharpe Ratio is 0.01, which is lower than the FI Sharpe Ratio of 3.22. 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 Ratio0.001.002.003.004.005.00SeptemberOctoberNovemberDecember2025February
0.01
3.22
UWMC
FI

Dividends

UWMC vs. FI - Dividend Comparison

UWMC's dividend yield for the trailing twelve months is around 6.14%, while FI has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
UWMC
UWM Holdings Corporation
6.14%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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-37.34%
0
UWMC
FI

Volatility

UWMC vs. FI - Volatility Comparison

UWM Holdings Corporation (UWMC) has a higher volatility of 10.44% compared to Fiserv Inc. (FI) at 7.99%. This indicates that UWMC's price experiences larger fluctuations and is considered to be riskier than FI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%SeptemberOctoberNovemberDecember2025February
10.44%
7.99%
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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab