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

Correlation

The correlation between UWMC and RKT 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

UWMC vs. RKT - Performance Comparison

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

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

Key characteristics

Sharpe Ratio

UWMC:

-0.54

RKT:

0.22

Sortino Ratio

UWMC:

-0.57

RKT:

0.72

Omega Ratio

UWMC:

0.94

RKT:

1.09

Calmar Ratio

UWMC:

-0.41

RKT:

0.17

Martin Ratio

UWMC:

-0.87

RKT:

0.46

Ulcer Index

UWMC:

26.94%

RKT:

26.29%

Daily Std Dev

UWMC:

43.54%

RKT:

55.76%

Max Drawdown

UWMC:

-76.27%

RKT:

-83.00%

Current Drawdown

UWMC:

-54.88%

RKT:

-62.98%

Fundamentals

Market Cap

UWMC:

$9.87B

RKT:

$25.06B

EPS

UWMC:

$0.13

RKT:

$0.21

PE Ratio

UWMC:

35.15

RKT:

60.05

PS Ratio

UWMC:

4.01

RKT:

4.63

PB Ratio

UWMC:

4.47

RKT:

2.65

Total Revenue (TTM)

UWMC:

$1.50B

RKT:

$3.61B

Gross Profit (TTM)

UWMC:

$1.63B

RKT:

$3.64B

EBITDA (TTM)

UWMC:

$576.82M

RKT:

$634.64M

Returns By Period

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


UWMC

YTD

-20.14%

1M

-17.97%

6M

-27.05%

1Y

-22.66%

5Y*

-9.38%

10Y*

N/A

RKT

YTD

21.44%

1M

-0.69%

6M

-16.16%

1Y

10.19%

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

UWMC vs. RKT — 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

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
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. RKT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UWM Holdings Corporation (UWMC) and Rocket Companies, Inc. (RKT). 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
RKT: 0.22
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
RKT: 0.72
The chart of Omega ratio for UWMC, currently valued at 0.94, compared to the broader market0.501.001.502.00
UWMC: 0.94
RKT: 1.09
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
RKT: 0.17
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
RKT: 0.46

The current UWMC Sharpe Ratio is -0.54, which is lower than the RKT Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of UWMC and RKT, 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
-0.54
0.22
UWMC
RKT

Dividends

UWMC vs. RKT - Dividend Comparison

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


TTM2024202320222021
UWMC
UWM Holdings Corporation
8.68%6.81%5.59%12.08%6.76%
RKT
Rocket Companies, Inc.
6.18%0.00%0.00%14.43%7.93%

Drawdowns

UWMC vs. RKT - Drawdown Comparison

The maximum UWMC drawdown since its inception was -76.27%, smaller than the maximum RKT drawdown of -83.00%. Use the drawdown chart below to compare losses from any high point for UWMC and RKT. For additional features, visit the drawdowns tool.


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

Volatility

UWMC vs. RKT - Volatility Comparison

The current volatility for UWM Holdings Corporation (UWMC) is 20.43%, while Rocket Companies, Inc. (RKT) has a volatility of 27.17%. This indicates that UWMC experiences smaller price fluctuations and is considered to be less risky than RKT 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
20.43%
27.17%
UWMC
RKT

Financials

UWMC vs. RKT - Financials Comparison

This section allows you to compare key financial metrics between UWM Holdings Corporation and Rocket Companies, 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


0.001.00B2.00B3.00B4.00B5.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
560.21M
1.72B
(UWMC) Total Revenue
(RKT) Total Revenue
Values in USD except per share items