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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.


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.

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Key characteristics

Sharpe Ratio

UWMC:

-0.91

RKT:

-0.20

Sortino Ratio

UWMC:

-1.25

RKT:

0.19

Omega Ratio

UWMC:

0.85

RKT:

1.02

Calmar Ratio

UWMC:

-0.67

RKT:

-0.12

Martin Ratio

UWMC:

-1.37

RKT:

-0.30

Ulcer Index

UWMC:

30.00%

RKT:

27.93%

Daily Std Dev

UWMC:

45.40%

RKT:

56.74%

Max Drawdown

UWMC:

-76.27%

RKT:

-83.00%

Current Drawdown

UWMC:

-61.14%

RKT:

-64.98%

Fundamentals

Market Cap

UWMC:

$9.87B

RKT:

$26.17B

EPS

UWMC:

-$0.08

RKT:

$0.02

PS Ratio

UWMC:

3.97

RKT:

5.15

PB Ratio

UWMC:

5.18

RKT:

3.41

Total Revenue (TTM)

UWMC:

$1.66B

RKT:

$4.95B

Gross Profit (TTM)

UWMC:

$1.43B

RKT:

$4.64B

EBITDA (TTM)

UWMC:

$187.36M

RKT:

$178.35M

Returns By Period

In the year-to-date period, UWMC achieves a -31.22% return, which is significantly lower than RKT's 14.87% return.


UWMC

YTD

-31.22%

1M

-9.98%

6M

-32.31%

1Y

-41.29%

3Y*

7.96%

5Y*

-11.79%

10Y*

N/A

RKT

YTD

14.87%

1M

5.97%

6M

-5.45%

1Y

-11.04%

3Y*

13.27%

5Y*

N/A

10Y*

N/A

*Annualized

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UWM Holdings Corporation

Rocket Companies, Inc.

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 99
Overall Rank
The Sharpe Ratio Rank of UWMC is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of UWMC is 88
Sortino Ratio Rank
The Omega Ratio Rank of UWMC is 1111
Omega Ratio Rank
The Calmar Ratio Rank of UWMC is 1010
Calmar Ratio Rank
The Martin Ratio Rank of UWMC is 1010
Martin Ratio Rank

RKT
The Risk-Adjusted Performance Rank of RKT is 4343
Overall Rank
The Sharpe Ratio Rank of RKT is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of RKT is 4242
Sortino Ratio Rank
The Omega Ratio Rank of RKT is 4141
Omega Ratio Rank
The Calmar Ratio Rank of RKT is 4444
Calmar Ratio Rank
The Martin Ratio Rank of RKT is 4545
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 current UWMC Sharpe Ratio is -0.91, which is lower than the RKT Sharpe Ratio of -0.20. 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.


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Dividends

UWMC vs. RKT - Dividend Comparison

UWMC's dividend yield for the trailing twelve months is around 10.08%, more than RKT's 6.54% yield.


TTM2024202320222021
UWMC
UWM Holdings Corporation
10.08%6.81%5.59%12.08%6.76%
RKT
Rocket Companies, Inc.
6.54%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.


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Volatility

UWMC vs. RKT - Volatility Comparison

UWM Holdings Corporation (UWMC) has a higher volatility of 19.77% compared to Rocket Companies, Inc. (RKT) at 18.34%. This indicates that UWMC's price experiences larger fluctuations and is considered to be riskier than RKT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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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


0.001.00B2.00B3.00B4.00B5.00B20212022202320242025
161.60M
1.10B
(UWMC) Total Revenue
(RKT) Total Revenue
Values in USD except per share items