COMP <GO>
UWMC vs JPM // REVENUE GROWTH (YOY)
UWM Holdings Corporation (Class A) (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: UWMC 4
— JPM 3
▲ REVENUE GROWTH (YOY) LEADER: UWMC
LAST: $1.49 (-0.67%) • MKT CAP: $2.39B
revenue-growth
18.20%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
revenue-growth
13.53%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UWMC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UWMC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.30% | 17.37% | -2.07 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -18.14% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 42.07% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 7.70% | 32.63% | -24.93 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 18.20% | 13.53% | +4.67 | UWMC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.28% | 1.96% | +1.32 | UWMC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 2/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.8 | 55.1 | +5.70 | UWMC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.2x | 13.3x | -5.07 | UWMC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.39B | $913.30B | -$910.91B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UWMC REV | JPM REV | UWMC GROSS % | JPM GROSS % | UWMC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.16B | $182.45B | — | — | -$2.72B | -$147.78B |
| FY 2024 | $2.67B | $177.56B | — | — | -$6.28B | -$42.01B |
| FY 2023 | $2.17B | $158.10B | — | — | $165.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UWMC // BETA —
JPM // BETA 1.00