WallStSmart

Rocket Companies Inc (RKT)vsUWM Holdings Corp (UWMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Rocket Companies Inc generates 104% more annual revenue ($7.07B vs $3.46B). UWMC leads profitability with a 0.8% profit margin vs -1.0%. UWMC earns a higher WallStSmart Score of 62/100 (C+).

RKT

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 4.0Value: 6.7Quality: 2.5
Piotroski: 2/9Altman Z: 0.39

UWMC

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 6.0Value: 7.7Quality: 3.8
Piotroski: 4/9Altman Z: -0.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for RKT.

UWMCUndervalued (+16.9%)

Margin of Safety

+16.9%

Fair Value

$5.62

Current Price

$3.53

$2.09 discount

UndervaluedFair: $5.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RKT3 strengths · Avg: 9.3/10
PEG RatioValuation
0.4510/10

Growing faster than its price suggests

Revenue GrowthGrowth
52.6%10/10

Revenue surging 52.6% year-over-year

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

UWMC1 strengths · Avg: 10.0/10
Operating MarginProfitability
31.0%10/10

Strong operational efficiency at 31.0%

Areas to Watch

RKT4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-1.5%2/10

ROE of -1.5% — below average capital efficiency

EPS GrowthGrowth
-89.5%2/10

Earnings declined 89.5%

Free Cash FlowQuality
$-1.27B2/10

Negative free cash flow — burning cash

UWMC4 concerns · Avg: 3.8/10
P/E RatioValuation
30.1x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

EPS GrowthGrowth
2.8%4/10

2.8% earnings growth

Profit MarginProfitability
0.8%3/10

0.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : RKT

The strongest argument for RKT centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 52.6% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.

Bull Case : UWMC

The strongest argument for UWMC centers on Operating Margin.

Bear Case : RKT

The primary concerns for RKT are Piotroski F-Score, Return on Equity, EPS Growth. Debt-to-equity of 2.51 is elevated, increasing financial risk.

Bear Case : UWMC

The primary concerns for UWMC are P/E Ratio, Revenue Growth, EPS Growth. Thin 0.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

RKT profiles as a hypergrowth stock while UWMC is a value play — different risk/reward profiles.

RKT carries more volatility with a beta of 2.31 — expect wider price swings.

RKT is growing revenue faster at 52.6% — sustainability is the question.

UWMC generates stronger free cash flow (82M), providing more financial flexibility.

Bottom Line

UWMC scores higher overall (62/100 vs 55/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Rocket Companies Inc

FINANCIAL SERVICES · MORTGAGE FINANCE · USA

Rocket Companies, Inc. is engaged in the technology-driven real estate, mortgage and e-commerce businesses in the United States and Canada. The company is headquartered in Detroit, Michigan.

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UWM Holdings Corp

FINANCIAL SERVICES · MORTGAGE FINANCE · USA

UWM Holdings Corporation is engaged in the residential mortgage loan business in the United States. The company is headquartered in Pontiac, Michigan.

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