BTSG vs UWMC

Comparison between BrightSpring Health Services Inc (BTSG, Company) and UWM Holdings Corporation Class A (UWMC, Company).

BTSG is from the Healthcare sector, while UWMC is from the Financial Services sector.

BTSG vs UWMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSG(COMPANY)	UWMC(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	35.56%	71.92%
Sharpe Ratio	2.50	-0.14
5Y Beta	1.14	0.87
Industry	Health Information Services	Mortgage Finance
P/E Ratio	35.74	28.87
Forward P/E	40.65	7.18
PEG Ratio	0.09	N/A
Dividend Yield	N/A	13.00%
5Y Dividends CAGR	N/A	37.97%
Debt to Equity	126.20%	0.00%
Free Cash Flow Yield	3.64%	-53.42%
P/S Ratio	0.82	2.11
P/B Ratio	5.74	6.57

Market Cap

Winner

BTSG

$11B

UWMC

$11B

Max Drawdown

Winner

BTSG

35.56%

UWMC

71.92%

Sharpe Ratio

Winner

BTSG

2.50

UWMC

-0.14

5Y Beta

BTSG

1.14

Winner

UWMC

0.87

Industry

BTSG

Health Information Services

UWMC

Mortgage Finance

P/E Ratio

BTSG

35.74

Winner

UWMC

28.87

Forward P/E

BTSG

40.65

Winner

UWMC

7.18

PEG Ratio

BTSG

0.09

UWMC

N/A

Dividend Yield

BTSG

N/A

UWMC

13.00%

5Y Dividends CAGR

BTSG

N/A

UWMC

37.97%

Debt to Equity

BTSG

126.20%

Winner

UWMC

0.00%

Free Cash Flow Yield

Winner

BTSG

3.64%

UWMC

-53.42%

P/S Ratio

Winner

BTSG

0.82

UWMC

2.11

P/B Ratio

Winner

BTSG

5.74

UWMC

6.57

BTSG vs UWMC - Historical Returns

Returns include dividend reinvestment.

Period	BTSG	UWMC
1 month	+24.67%	-17.11%
3 months	+46.15%	-27.80%
6 months	+65.98%	-43.68%
1 year	+158.98%	-17.51%
5 years(CAGR)	N/A	-13.25%
Max(CAGR)	+107.75%	-11.69%

Winner

BTSG

+24.67%

UWMC

-17.11%

Winner

BTSG

+46.15%

UWMC

-27.80%

Winner

BTSG

+65.98%

UWMC

-43.68%

Winner

BTSG

+158.98%

UWMC

-17.51%

5Y(CAGR)

BTSG

N/A

UWMC

-13.25%

Max(CAGR)

Winner

BTSG

+107.75%

UWMC

-11.69%

BTSG vs UWMC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BTSG	UWMC
2026	+57.68%	-27.80%
2025	+116.10%	-16.11%
2024	+54.82%	-11.37%
2023	N/A	+125.96%
2022	N/A	-40.34%
2021	N/A	-28.72%

BTSG vs UWMC Drawdown Comparison

The maximum drawdown for BTSG was -35.56%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The maximum drawdown for UWMC was -68.70%, occurring on Sep 29, 2022. Recovery took 777 trading sessions.

The current UWMC drawdown is -62.80%.

Rank	BTSG	UWMC
#1	-35.56% Jan 30, 2025 - May 16, 2025	-68.70% Jun 11, 2021 - Jul 16, 2024
#2	-28.37% Feb 7, 2024 - May 3, 2024	-64.96% Aug 23, 2024 - May 18, 2026
#3	-20.75% May 16, 2025 - Aug 22, 2025	-25.75% Mar 17, 2021 - May 27, 2021
#4	-15.12% Nov 11, 2024 - Jan 21, 2025	-7.26% Aug 2, 2024 - Aug 13, 2024
#5	-11.85% Jul 30, 2024 - Aug 26, 2024	-7.20% Jul 16, 2024 - Jul 29, 2024
#6	-10.58% May 15, 2024 - Jul 16, 2024	-6.53% Mar 4, 2021 - Mar 9, 2021
#7	-9.28% Mar 9, 2026 - Mar 18, 2026	-4.38% Mar 9, 2021 - Mar 17, 2021
#8	-8.34% Jan 6, 2026 - Feb 18, 2026	-3.77% Aug 14, 2024 - Aug 21, 2024
#9	-8.00% Oct 18, 2024 - Nov 1, 2024	-3.49% May 27, 2021 - Jun 8, 2021
#10	-7.90% Oct 29, 2025 - Nov 21, 2025	-3.01% Jun 9, 2021 - Jun 11, 2021
#11	-7.32% Mar 25, 2026 - Apr 8, 2026	-2.98% Jul 31, 2024 - Aug 2, 2024
#12	-6.32% Mar 19, 2026 - Mar 25, 2026	-0.74% Aug 21, 2024 - Aug 23, 2024
#13	-5.80% Sep 10, 2025 - Sep 29, 2025	N/A
#14	-5.32% Nov 26, 2025 - Dec 12, 2025	N/A
#15	-4.96% Oct 1, 2025 - Oct 14, 2025	N/A

Correlation

Correlation between BTSG and UWMC is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101