UWMC vs SF

Comparison between UWM Holdings Corporation Class A (UWMC, Company) and Stifel Financial Corp (SF, Company).

Both UWMC and SF are from the Financial Services sector.

5-Year PerformanceSF has outperformed UWMC, delivering a return of +12.3% compared to -19.5%

UWMC vs SF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UWMC(COMPANY)	SF(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	80.23%	55.25%
Sharpe Ratio	-0.95	0.43
5Y Beta	0.88	1.28
Industry	Mortgage Finance	Capital Markets
P/E Ratio	28.87	16.87
Forward P/E	4.72	11.29
PEG Ratio	N/A	0.78
Dividend Yield	19.50%	1.71%
5Y Dividends CAGR	20.11%	35.44%
5Y EPS CAGR	N/A	11.92%
Debt to Equity	0.00%	10.32%
Free Cash Flow Yield	-53.42%	8.70%
P/S Ratio	2.11	N/A
P/B Ratio	6.57	N/A

Market Cap

UWMC

$11B

Winner

$11B

Max Drawdown

UWMC

80.23%

Winner

55.25%

Sharpe Ratio

UWMC

-0.95

Winner

0.43

5Y Beta

Winner

UWMC

0.88

1.28

Industry

UWMC

Mortgage Finance

Capital Markets

P/E Ratio

UWMC

28.87

Winner

16.87

Forward P/E

Winner

UWMC

4.72

11.29

PEG Ratio

UWMC

N/A

0.78

Dividend Yield

Winner

UWMC

19.50%

1.71%

5Y Dividends CAGR

UWMC

20.11%

Winner

35.44%

5Y EPS CAGR

UWMC

N/A

11.92%

Debt to Equity

Winner

UWMC

0.00%

10.32%

Free Cash Flow Yield

UWMC

-53.42%

Winner

8.70%

P/S Ratio

UWMC

2.11

N/A

P/B Ratio

UWMC

6.57

N/A

UWMC vs SF - Historical Returns

Returns include dividend reinvestment.

Period	UWMC	SF
1 month	-28.76%	-1.10%
3 months	-37.24%	-0.98%
6 months	-51.06%	-15.84%
1 year	-43.05%	+6.51%
5 years(CAGR)	-19.45%	+12.26%
10 years(CAGR)	N/A	+18.88%
Max(CAGR)	-16.95%	+16.09%

UWMC

-28.76%

Winner

-1.10%

UWMC

-37.24%

Winner

-0.98%

UWMC

-51.06%

Winner

-15.84%

UWMC

-43.05%

Winner

+6.51%

5Y(CAGR)

UWMC

-19.45%

Winner

+12.26%

10Y(CAGR)

UWMC

N/A

+18.88%

Max(CAGR)

UWMC

-16.95%

Winner

+16.09%

UWMC vs SF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UWMC	SF
2026	-48.40%	-15.66%
2025	-16.11%	+20.03%
2024	-11.37%	+56.07%
2023	+125.96%	+19.01%
2022	-40.34%	-17.01%
2021	-28.72%	+45.12%
2020	N/A	+24.74%
2019	N/A	+48.01%
2018	N/A	-30.66%
2017	N/A	+19.75%
2016	N/A	+20.54%
2015	N/A	-16.30%
2014	N/A	+8.46%
2013	N/A	+44.21%
2012	N/A	-4.60%
2011	N/A	-23.70%
2010	N/A	+4.94%
2009	N/A	+29.63%
2008	N/A	+35.57%
2007	N/A	+34.90%
2006	N/A	+2.56%
2005	N/A	+85.90%
2004	N/A	+50.83%
2003	N/A	+77.28%
2002	N/A	+7.63%
2001	N/A	-4.65%
2000	N/A	+19.52%
1999	N/A	-6.80%

UWMC vs SF Drawdown Comparison

The maximum drawdown for UWMC was -74.67%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for SF was -55.25%, occurring on Feb 24, 2016. Recovery took 618 trading sessions.

The current UWMC drawdown is -73.41%. The current SF drawdown is -18.77%.

Rank	UWMC	SF
#1	-74.67% Aug 23, 2024 - Jun 24, 2026	-55.25% Jun 23, 2015 - Dec 4, 2017
#2	-68.70% Jun 11, 2021 - Jul 16, 2024	-51.89% Feb 20, 2020 - Nov 9, 2020
#3	-25.75% Mar 17, 2021 - May 27, 2021	-50.85% Mar 8, 2011 - Jan 16, 2014
#4	-7.26% Aug 2, 2024 - Aug 13, 2024	-42.10% Feb 1, 2018 - Feb 4, 2020
#5	-7.20% Jul 16, 2024 - Jul 29, 2024	-41.41% Sep 19, 2008 - May 4, 2009
#6	-6.53% Mar 4, 2021 - Mar 9, 2021	-40.06% Oct 11, 2007 - Jul 23, 2008
#7	-4.38% Mar 9, 2021 - Mar 17, 2021	-36.25% Feb 8, 2022 - Mar 28, 2024
#8	-3.77% Aug 14, 2024 - Aug 21, 2024	-34.67% Jan 30, 2025 - Oct 22, 2025
#9	-3.49% May 27, 2021 - Jun 8, 2021	-32.45% Oct 16, 2000 - Nov 3, 2003
#10	-3.01% Jun 9, 2021 - Jun 11, 2021	-31.50% Mar 30, 2006 - Jan 11, 2007
#11	-2.98% Jul 31, 2024 - Aug 2, 2024	-27.20% Dec 30, 2009 - Dec 14, 2010
#12	-0.74% Aug 21, 2024 - Aug 23, 2024	-25.97% Mar 9, 2004 - Nov 22, 2004
#13	N/A	-21.42% Feb 21, 2007 - May 25, 2007
#14	N/A	-21.20% Jan 6, 2026 - Jun 1, 2026
#15	N/A	-19.86% Dec 3, 2004 - Jun 23, 2005

Correlation

Correlation between UWMC and SF is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24

-101

Dividend Comparison (1999 - 2026)

UWMC vs SF dividend yield comparison.

Year	UWMC	SF
2026	9.43%	0.95%
2025	9.13%	1.47%
2024	6.81%	1.58%
2023	5.59%	2.08%
2022	12.08%	2.06%
2021	6.76%	0.85%
2020	0.00%	0.90%
2019	0.00%	0.99%
2018	0.00%	1.16%
2017	0.00%	0.34%
2002	0.00%	0.53%
2001	0.00%	1.13%
2000	0.00%	1.04%
1999	0.00%	0.30%