UWMC vs. RKT
Compare and contrast key facts about UWM Holdings Corporation (UWMC) and Rocket Companies, Inc. (RKT).
Performance
UWMC vs. RKT - Performance Comparison
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UWMC vs. RKT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UWMC UWM Holdings Corporation | -14.58% | -19.30% | -13.04% | 132.11% | -38.03% | -28.60% |
RKT Rocket Companies, Inc. | -25.46% | 81.69% | -22.24% | 106.86% | -46.18% | -45.47% |
Fundamentals
UWMC:
$9.35B
RKT:
$190.82B
UWMC:
$0.10
RKT:
-$0.04
UWMC:
1.91
RKT:
8.29
UWMC:
5.87
RKT:
8.33
UWMC:
$3.16B
RKT:
$8.99B
UWMC:
$1.01B
RKT:
$4.84B
UWMC:
$135.33M
RKT:
$268.70M
Returns By Period
In the year-to-date period, UWMC achieves a -14.58% return, which is significantly higher than RKT's -25.46% return.
UWMC
- 1D
- 0.55%
- 1M
- -13.59%
- YTD
- -14.58%
- 6M
- -38.98%
- 1Y
- -25.63%
- 3Y*
- -2.81%
- 5Y*
- -7.29%
- 10Y*
- —
RKT
- 1D
- 1.26%
- 1M
- -14.06%
- YTD
- -25.46%
- 6M
- -26.34%
- 1Y
- 14.52%
- 3Y*
- 18.95%
- 5Y*
- -6.15%
- 10Y*
- —
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Return for Risk
UWMC vs. RKT — Risk / Return Rank
UWMC
RKT
UWMC vs. RKT - Risk-Adjusted Trends 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.
| UWMC | RKT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.45 | 0.24 | -0.69 |
Sortino ratioReturn per unit of downside risk | -0.32 | 0.79 | -1.12 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.09 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.57 | 0.46 | -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
| UWMC | RKT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.45 | 0.24 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | -0.12 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.18 | -0.06 | -0.12 |
Correlation
The correlation between UWMC and RKT 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
UWMC vs. RKT - Dividend Comparison
UWMC's dividend yield for the trailing twelve months is around 10.99%, while RKT has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UWMC UWM Holdings Corporation | 10.99% | 9.13% | 6.81% | 5.59% | 12.08% | 6.76% |
RKT Rocket Companies, Inc. | 0.00% | 4.13% | 0.00% | 0.00% | 14.43% | 7.93% |
Drawdowns
UWMC vs. RKT - Drawdown Comparison
The maximum UWMC drawdown since its inception was -68.67%, 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.
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Drawdown Indicators
| UWMC | RKT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.67% | -83.00% | +14.33% |
Max Drawdown (1Y)Largest decline over 1 year | -47.27% | -42.45% | -4.82% |
Max Drawdown (5Y)Largest decline over 5 years | -68.67% | -70.58% | +1.91% |
Current DrawdownCurrent decline from peak | -56.25% | -58.72% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -36.44% | -60.23% | +23.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.64% | 17.75% | +6.89% |
Volatility
UWMC vs. RKT - Volatility Comparison
The current volatility for UWM Holdings Corporation (UWMC) is 13.42%, while Rocket Companies, Inc. (RKT) has a volatility of 16.41%. 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.
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Volatility by Period
| UWMC | RKT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.42% | 16.41% | -2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 40.65% | 40.70% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.32% | 60.46% | -3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.76% | 53.62% | -2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.77% | 64.51% | -13.74% |
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.
Total Revenue: Total amount of money received from sales and other business activities
UWMC vs. RKT - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.