UWMC vs DCI

Comparison between UWM Holdings Corporation Class A (UWMC, Company) and Donaldson Co. Inc (DCI, Company).

UWMC is from the Financial Services sector, while DCI is from the Industrials sector.

5-Year PerformanceDCI has outperformed UWMC, delivering a return of +9.5% compared to -24.9%

UWMC vs DCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UWMC(COMPANY)	DCI(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	88.41%	57.32%
Sharpe Ratio	-1.48	1.17
5Y Beta	0.94	0.87
Industry	Mortgage Finance	Specialty Industrial Machinery
P/E Ratio	28.87	29.57
Forward P/E	5.13	21.64
PEG Ratio	N/A	1.80
Dividend Yield	20.50%	1.27%
5Y Dividends CAGR	20.11%	12.33%
5Y EPS CAGR	N/A	8.97%
Debt to Equity	0.00%	0.61%
Free Cash Flow Yield	-53.42%	3.45%
P/S Ratio	2.11	2.92
P/B Ratio	6.57	6.44

Market Cap

Winner

UWMC

$11B

DCI

$11B

Max Drawdown

UWMC

88.41%

Winner

DCI

57.32%

Sharpe Ratio

UWMC

-1.48

Winner

DCI

1.17

5Y Beta

UWMC

0.94

Winner

DCI

0.87

Industry

UWMC

Mortgage Finance

DCI

Specialty Industrial Machinery

P/E Ratio

Winner

UWMC

28.87

DCI

29.57

Forward P/E

Winner

UWMC

5.13

DCI

21.64

PEG Ratio

UWMC

N/A

DCI

1.80

Dividend Yield

Winner

UWMC

20.50%

DCI

1.27%

5Y Dividends CAGR

Winner

UWMC

20.11%

DCI

12.33%

5Y EPS CAGR

UWMC

N/A

DCI

8.97%

Debt to Equity

Winner

UWMC

0.00%

DCI

0.61%

Free Cash Flow Yield

UWMC

-53.42%

Winner

DCI

3.45%

P/S Ratio

Winner

UWMC

2.11

DCI

2.92

P/B Ratio

UWMC

6.57

Winner

DCI

6.44

UWMC vs DCI - Historical Returns

Returns include dividend reinvestment.

Period	UWMC	DCI
1 month	-46.14%	+7.63%
3 months	-64.52%	+12.60%
6 months	-73.22%	-9.22%
1 year	-68.77%	+38.24%
5 years(CAGR)	-24.87%	+9.46%
10 years(CAGR)	N/A	+12.11%
Max(CAGR)	-25.10%	+12.56%

UWMC

-46.14%

Winner

DCI

+7.63%

UWMC

-64.52%

Winner

DCI

+12.60%

UWMC

-73.22%

Winner

DCI

-9.22%

UWMC

-68.77%

Winner

DCI

+38.24%

5Y(CAGR)

UWMC

-24.87%

Winner

DCI

+9.46%

10Y(CAGR)

UWMC

N/A

DCI

+12.11%

Max(CAGR)

UWMC

-25.10%

Winner

DCI

+12.56%

UWMC vs DCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UWMC	DCI
2026	-71.16%	+10.06%
2025	-16.11%	+33.81%
2024	-11.37%	+5.51%
2023	+125.96%	+12.54%
2022	-40.34%	+2.04%
2021	-28.72%	+9.42%
2020	N/A	-2.02%
2019	N/A	+36.15%
2018	N/A	-9.97%
2017	N/A	+17.64%
2016	N/A	+50.95%
2015	N/A	-24.00%
2014	N/A	-8.89%
2013	N/A	+29.09%
2012	N/A	-3.03%
2011	N/A	+16.59%
2010	N/A	+37.40%
2009	N/A	+26.50%
2008	N/A	-25.30%
2007	N/A	+35.04%
2006	N/A	+7.98%
2005	N/A	+0.48%
2004	N/A	+12.05%
2003	N/A	+63.44%
2002	N/A	-5.56%
2001	N/A	+47.64%
2000	N/A	+20.45%
1999	N/A	+2.71%

UWMC vs DCI Drawdown Comparison

The maximum drawdown for UWMC was -85.14%, occurring on Aug 6, 2026. This drawdown has not yet recovered.

The maximum drawdown for DCI was -56.91%, occurring on Mar 9, 2009. Recovery took 610 trading sessions.

The current UWMC drawdown is -85.14%. The current DCI drawdown is -10.49%.

Rank	UWMC	DCI
#1	-85.14% Aug 23, 2024 - Aug 6, 2026	-56.91% Jun 5, 2008 - Nov 4, 2010
#2	-68.70% Jun 11, 2021 - Jul 16, 2024	-42.72% Dec 23, 2019 - Jan 6, 2021
#3	-25.75% Mar 17, 2021 - May 27, 2021	-37.77% Dec 26, 2013 - Dec 1, 2016
#4	-7.26% Aug 2, 2024 - Aug 13, 2024	-32.20% Aug 30, 2021 - Feb 2, 2024
#5	-7.20% Jul 16, 2024 - Jul 29, 2024	-31.35% Apr 16, 2002 - Jun 12, 2003
#6	-6.53% Mar 4, 2021 - Mar 9, 2021	-30.94% Sep 21, 2018 - Dec 20, 2019
#7	-4.38% Mar 9, 2021 - Mar 17, 2021	-26.04% Feb 11, 2026 - May 19, 2026
#8	-3.77% Aug 14, 2024 - Aug 21, 2024	-25.50% Jul 7, 2011 - Oct 24, 2011
#9	-3.49% May 27, 2021 - Jun 8, 2021	-23.82% Nov 25, 2024 - Aug 27, 2025
#10	-3.01% Jun 9, 2021 - Jun 11, 2021	-22.42% Dec 9, 1999 - Nov 29, 2000
#11	-2.98% Jul 31, 2024 - Aug 2, 2024	-22.17% Dec 6, 2007 - May 28, 2008
#12	-0.74% Aug 21, 2024 - Aug 23, 2024	-18.46% Feb 14, 2012 - May 14, 2013
#13	N/A	-18.07% Jul 13, 2001 - Nov 6, 2001
#14	N/A	-17.12% Dec 11, 2003 - Nov 2, 2004
#15	N/A	-16.15% Dec 19, 2001 - Mar 6, 2002

Correlation

Correlation between UWMC and DCI is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11

-101

Dividend Comparison (1999 - 2026)

UWMC vs DCI dividend yield comparison.

Year	UWMC	DCI
2026	16.88%	0.63%
2025	9.13%	1.32%
2024	6.81%	1.57%
2023	5.59%	1.50%
2022	12.08%	1.55%
2021	6.76%	1.47%
2020	0.00%	1.50%
2019	0.00%	1.42%
2018	0.00%	1.73%
2017	0.00%	1.45%
2016	0.00%	1.65%
2015	0.00%	2.36%
2014	0.00%	1.64%
2013	0.00%	1.15%
2012	0.00%	1.07%
2011	0.00%	0.85%
2010	0.00%	0.85%
2009	0.00%	1.08%
2008	0.00%	1.32%
2007	0.00%	0.82%
2006	0.00%	0.98%
2005	0.00%	0.88%
2004	0.00%	0.69%
2003	0.00%	0.63%
2002	0.00%	0.92%
2001	0.00%	0.77%
2000	0.00%	1.03%
1999	0.00%	0.29%