WallStSmart

UWM Holdings Corp (UWMC)vsVelocity Financial Llc (VEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UWM Holdings Corp generates 930% more annual revenue ($2.93B vs $284.11M). VEL leads profitability with a 37.9% profit margin vs -1.3%. VEL earns a higher WallStSmart Score of 64/100 (C+).

UWMC

Hold

35

out of 100

Grade: F

Growth: 6.7Profit: 4.5Value: 5.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.34

VEL

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 6.7Quality: 3.0
Piotroski: 5/9Altman Z: 0.41

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

UWMC2 strengths · Avg: 9.5/10
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

VEL5 strengths · Avg: 9.6/10
P/E RatioValuation
6.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
37.9%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
52.1%10/10

Strong operational efficiency at 52.1%

Revenue GrowthGrowth
22.7%8/10

Revenue surging 22.7% year-over-year

Areas to Watch

UWMC4 concerns · Avg: 1.5/10
Revenue GrowthGrowth
-70.6%2/10

Revenue declined 70.6%

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

Profit MarginProfitability
-1.3%1/10

Currently unprofitable

Operating MarginProfitability
-111.0%1/10

Operating margin of -111.0%

VEL4 concerns · Avg: 2.0/10
Market CapQuality
$727.64M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-6.9%2/10

Earnings declined 6.9%

Altman Z-ScoreHealth
0.412/10

Distress zone — elevated risk

Debt/EquityHealth
9.771/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : UWMC

The strongest argument for UWMC centers on EPS Growth, Return on Equity.

Bull Case : VEL

The strongest argument for VEL centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 52.1%. Revenue growth of 22.7% demonstrates continued momentum.

Bear Case : UWMC

The primary concerns for UWMC are Revenue Growth, Altman Z-Score, Profit Margin. Debt-to-equity of 109.53 is elevated, increasing financial risk.

Bear Case : VEL

The primary concerns for VEL are Market Cap, EPS Growth, Altman Z-Score. Debt-to-equity of 9.77 is elevated, increasing financial risk.

Key Dynamics to Monitor

UWMC profiles as a turnaround stock while VEL is a growth play — different risk/reward profiles.

UWMC carries more volatility with a beta of 1.82 — expect wider price swings.

VEL is growing revenue faster at 22.7% — sustainability is the question.

UWMC generates stronger free cash flow (335M), providing more financial flexibility.

Bottom Line

VEL scores higher overall (64/100 vs 35/100), backed by strong 37.9% margins and 22.7% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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.

Velocity Financial Llc

FINANCIAL SERVICES · MORTGAGE FINANCE · USA

Velocity Financial, Inc. is a real estate finance company in the United States. The company is headquartered in Westlake Village, California.

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