WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Rocket Companies Inc generates 147% more annual revenue ($8.91B vs $3.61B). RKT leads profitability with a 2.7% profit margin vs 1.8%. UWMC earns a higher WallStSmart Score of 66/100 (B-).

RKT

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 6.7Quality: 3.8
Piotroski: 3/9Altman Z: 0.60

UWMC

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 7.5Value: 6.7Quality: 3.8
Piotroski: 5/9Altman Z: 0.34

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RKT5 strengths · Avg: 8.8/10
PEG RatioValuation
0.4410/10

Growing faster than its price suggests

Revenue GrowthGrowth
167.1%10/10

Revenue surging 167.1% year-over-year

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

Free Cash FlowQuality
$1.81B8/10

Generating 1.8B in free cash flow

UWMC5 strengths · Avg: 9.4/10
P/E RatioValuation
7.9x10/10

Attractively priced relative to earnings

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

EPS GrowthGrowth
277.8%10/10

Earnings expanding 277.8% YoY

Return on EquityProfitability
28.9%9/10

Every $100 of equity generates 29 in profit

Revenue GrowthGrowth
24.4%8/10

Revenue surging 24.4% year-over-year

Areas to Watch

RKT4 concerns · Avg: 3.0/10
Return on EquityProfitability
1.0%3/10

ROE of 1.0% — below average capital efficiency

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

Debt/EquityHealth
1.363/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

UWMC4 concerns · Avg: 2.0/10
Profit MarginProfitability
1.8%3/10

1.8% margin — thin

Free Cash FlowQuality
$-2.25B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

Debt/EquityHealth
70.651/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : RKT

The strongest argument for RKT centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 167.1% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.

Bull Case : UWMC

The strongest argument for UWMC centers on P/E Ratio, Operating Margin, EPS Growth. Revenue growth of 24.4% demonstrates continued momentum.

Bear Case : RKT

The primary concerns for RKT are Return on Equity, Profit Margin, Debt/Equity. Thin 2.7% margins leave little buffer for downturns.

Bear Case : UWMC

The primary concerns for UWMC are Profit Margin, Free Cash Flow, Altman Z-Score. Debt-to-equity of 70.65 is elevated, increasing financial risk. Thin 1.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

RKT carries more volatility with a beta of 2.20 — expect wider price swings.

RKT is growing revenue faster at 167.1% — sustainability is the question.

RKT generates stronger free cash flow (1.8B), providing more financial flexibility.

Bottom Line

UWMC scores higher overall (66/100 vs 60/100) and 24.4% revenue growth. Both earn "Strong 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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