UWMC vs BTSG

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

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

UWMC vs BTSG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UWMC(COMPANY)	BTSG(COMPANY)
Market Cap	$11B	$12B
Max Drawdown	75.73%	35.56%
Sharpe Ratio	-0.61	2.39
5Y Beta	0.88	1.13
Industry	Mortgage Finance	Health Information Services
P/E Ratio	28.87	36.93
Forward P/E	6.09	40.65
PEG Ratio	N/A	0.09
Dividend Yield	15.30%	N/A
5Y Dividends CAGR	37.97%	N/A
Debt to Equity	0.00%	126.20%
Free Cash Flow Yield	-53.42%	3.52%
P/S Ratio	2.11	0.88
P/B Ratio	6.57	6.04

Market Cap

UWMC

$11B

Winner

BTSG

$12B

Max Drawdown

UWMC

75.73%

Winner

BTSG

35.56%

Sharpe Ratio

UWMC

-0.61

Winner

BTSG

2.39

5Y Beta

Winner

UWMC

0.88

BTSG

1.13

Industry

UWMC

Mortgage Finance

BTSG

Health Information Services

P/E Ratio

Winner

UWMC

28.87

BTSG

36.93

Forward P/E

Winner

UWMC

6.09

BTSG

40.65

PEG Ratio

UWMC

N/A

BTSG

0.09

Dividend Yield

UWMC

15.30%

BTSG

N/A

5Y Dividends CAGR

UWMC

37.97%

BTSG

N/A

Debt to Equity

Winner

UWMC

0.00%

BTSG

126.20%

Free Cash Flow Yield

UWMC

-53.42%

Winner

BTSG

3.52%

P/S Ratio

UWMC

2.11

Winner

BTSG

0.88

P/B Ratio

UWMC

6.57

Winner

BTSG

6.04

UWMC vs BTSG - Historical Returns

Returns include dividend reinvestment.

Period	UWMC	BTSG
1 month	-26.63%	+11.25%
3 months	-34.52%	+44.45%
6 months	-53.16%	+72.17%
1 year	-36.18%	+155.66%
5 years(CAGR)	-18.56%	N/A
Max(CAGR)	-15.29%	+106.13%

UWMC

-26.63%

Winner

BTSG

+11.25%

UWMC

-34.52%

Winner

BTSG

+44.45%

UWMC

-53.16%

Winner

BTSG

+72.17%

UWMC

-36.18%

Winner

BTSG

+155.66%

5Y(CAGR)

UWMC

-18.56%

BTSG

N/A

Max(CAGR)

UWMC

-15.29%

Winner

BTSG

+106.13%

UWMC vs BTSG - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	UWMC	BTSG
2026	-42.24%	+58.85%
2025	-16.11%	+116.10%
2024	-11.37%	+54.82%
2023	+125.96%	N/A
2022	-40.34%	N/A
2021	-28.72%	N/A

UWMC vs BTSG Drawdown Comparison

The maximum drawdown for UWMC was -70.24%, occurring on Jun 9, 2026. This drawdown has not yet recovered.

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

The current UWMC drawdown is -70.24%. The current BTSG drawdown is -1.10%.

Rank	UWMC	BTSG
#1	-70.24% Aug 23, 2024 - Jun 9, 2026	-35.56% Jan 30, 2025 - May 16, 2025
#2	-68.70% Jun 11, 2021 - Jul 16, 2024	-28.37% Feb 7, 2024 - May 3, 2024
#3	-25.75% Mar 17, 2021 - May 27, 2021	-20.75% May 16, 2025 - Aug 22, 2025
#4	-7.26% Aug 2, 2024 - Aug 13, 2024	-15.12% Nov 11, 2024 - Jan 21, 2025
#5	-7.20% Jul 16, 2024 - Jul 29, 2024	-11.85% Jul 30, 2024 - Aug 26, 2024
#6	-6.53% Mar 4, 2021 - Mar 9, 2021	-10.58% May 15, 2024 - Jul 16, 2024
#7	-4.38% Mar 9, 2021 - Mar 17, 2021	-9.28% Mar 9, 2026 - Mar 18, 2026
#8	-3.77% Aug 14, 2024 - Aug 21, 2024	-8.34% Jan 6, 2026 - Feb 18, 2026
#9	-3.49% May 27, 2021 - Jun 8, 2021	-8.00% Oct 18, 2024 - Nov 1, 2024
#10	-3.01% Jun 9, 2021 - Jun 11, 2021	-7.90% Oct 29, 2025 - Nov 21, 2025
#11	-2.98% Jul 31, 2024 - Aug 2, 2024	-7.32% Mar 25, 2026 - Apr 8, 2026
#12	-0.74% Aug 21, 2024 - Aug 23, 2024	-6.94% May 29, 2026 - Jun 4, 2026
#13	N/A	-6.32% Mar 19, 2026 - Mar 25, 2026
#14	N/A	-5.80% Sep 10, 2025 - Sep 29, 2025
#15	N/A	-5.32% Nov 26, 2025 - Dec 12, 2025