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UWM Holdings Corp (UWMC) Fundamental Analysis & AI Grade 2026

UWMC NYSE Mortgage Bankers & Loan Correspondents DE CIK: 0001783398
Updated This Month • Analysis: May 12, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
88% Confidence
N/A
D
88% Conf
Pending
Analysis scheduled

📊 UWMC Key Takeaways

Revenue: $901.4M
Net Margin: 2.8%
Free Cash Flow: $-2.2B
Current Ratio: 0.05x
Debt/Equity: 1.86x
EPS: $0.09
AI Grade: D with 88% confidence
UWM Holdings Corp (UWMC) receives a D fundamental grade with 88% confidence from our AI analysis based on SEC 10-K filings. With revenue of $901.4M, net profit margin of 2.8%, and return on equity (ROE) of 1.6%, UWM Holdings Corp demonstrates mixed fundamentals in the Finance sector. Below is our complete UWMC stock analysis for 2026.

Is UWM Holdings Corp (UWMC) a Good Investment?

Claude

UWMC exhibits critical fundamental deterioration with net income collapsing 88.8% YoY despite 18.2% revenue growth, indicating severe margin compression. The company cannot cover its interest obligations (0.9x coverage ratio) from operating income, and negative operating cash flow of -2.2B demonstrates the business is destroying cash despite reported profitability, raising acute solvency concerns.

UWM Holdings Corp Key Strengths (UWMC)

Claude
  • + Revenue growth of 18.2% YoY indicates market demand and volume expansion
  • + Operating margin of 19.7% demonstrates core lending operations can generate profits before debt service
  • + Cash reserves of $424M provide near-term liquidity buffer

UWMC Stock Risks: UWM Holdings Corp Investment Risks

Claude
  • ! Interest coverage of 0.9x is critical - company cannot cover debt service from operations, indicating default risk
  • ! Operating cash flow of -2.2B shows business burns cash despite positive accounting earnings, suggesting non-cash revenues or unsustainable profitability
  • ! Net income collapsed 88.8% YoY while revenue grew - massive margin compression indicates structural business deterioration or one-time charges

Key Metrics to Watch

Claude
  • * Operating cash flow recovery and return to positive territory
  • * Interest coverage ratio trajectory - must exceed 1.5x for financial stability
  • * Net margin stabilization and underlying profitability sustainability

UWM Holdings Corp (UWMC) Financial Metrics & Key Ratios

Revenue
$901.4M
Net Income
$25.3M
EPS (Diluted)
$0.09
Free Cash Flow
$-2.2B
Total Assets
$19.3B
Cash Position
$424.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

UWMC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 19.7%
Net Margin 2.8%
ROE 1.6%
ROA 0.1%
FCF Margin -249.5%

UWMC vs Finance Sector: How UWM Holdings Corp Compares

How UWM Holdings Corp compares to Finance sector averages

Net Margin
UWMC 2.8%
vs
Sector Avg 25.0%
UWMC Sector
ROE
UWMC 1.6%
vs
Sector Avg 12.0%
UWMC Sector
Current Ratio
UWMC 0.0x
vs
Sector Avg 1.2x
UWMC Sector
Debt/Equity
UWMC 1.9x
vs
Sector Avg 2.0x
UWMC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is UWM Holdings Corp Stock Overvalued? UWMC Valuation Analysis 2026

Based on fundamental analysis, UWM Holdings Corp shows some fundamental concerns relative to the Finance sector in 2026.

Return on Equity
1.6%
Sector avg: 12%
Net Profit Margin
2.8%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.86x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

UWM Holdings Corp Balance Sheet: UWMC Debt, Cash & Liquidity

Current Ratio
0.05x
Quick Ratio
0.05x
Debt/Equity
1.86x
Debt/Assets
91.7%
Interest Coverage
0.86x
Long-term Debt
$3.0B

UWMC Revenue & Earnings Growth: 5-Year Financial Trend

UWMC 5-year financial data: Year 2021: Revenue $4.9B, Net Income $98.4M, EPS $0.66. Year 2022: Revenue $4.9B, Net Income $98.4M, EPS $0.66. Year 2023: Revenue $3.0B, Net Income $98.4M, EPS $0.66. Year 2024: Revenue $2.4B, Net Income $41.7M, EPS $0.45. Year 2025: Revenue $3.2B, Net Income -$13.2M, EPS $-0.14.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: UWM Holdings Corp's revenue has declined by 36% over the 5-year period, indicating business contraction. The most recent EPS of $-0.14 indicates the company is currently unprofitable.

UWMC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-249.5%
Free cash flow / Revenue

UWMC Quarterly Earnings & Performance

Quarterly financial performance data for UWM Holdings Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $613.4M -$13.7M $0.09
Q3 2025 $745.6M -$1.3M $-0.01
Q2 2025 $622.4M $3.1M $0.03
Q1 2025 $585.5M $8.7M $0.09
Q3 2024 $526.4M $5.5M $0.06
Q2 2024 $507.1M $3.1M $0.03
Q1 2024 $161.3M $8.7M $0.09
Q3 2023 $677.1M $11.7M $0.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

UWM Holdings Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$2.2B
Cash generated from operations
Capital Expenditures
$19.1M
Investment in assets
Dividends Paid
$26.8M
Returned to shareholders

UWMC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for UWM Holdings Corp (CIK: 0001783398)

📋 Recent SEC Filings

Date Form Document Action
May 21, 2026 4 xslF345X06/wk-form4_1779394382.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779394368.xml View →
May 13, 2026 8-K xbrl-20260513.htm View →
May 12, 2026 8-K xbrl-20260512.htm View →
May 11, 2026 8-K xbrl-20260511.htm View →

Frequently Asked Questions about UWMC

What is the AI rating for UWMC?

UWM Holdings Corp (UWMC) has an AI grade of D with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UWMC's key strengths?

Claude: Revenue growth of 18.2% YoY indicates market demand and volume expansion. Operating margin of 19.7% demonstrates core lending operations can generate profits before debt service.

What are the risks of investing in UWMC?

Claude: Interest coverage of 0.9x is critical - company cannot cover debt service from operations, indicating default risk. Operating cash flow of -2.2B shows business burns cash despite positive accounting earnings, suggesting non-cash revenues or unsustainable profitability.

What is UWMC's revenue and growth?

UWM Holdings Corp reported revenue of $901.4M.

Does UWMC pay dividends?

UWM Holdings Corp pays dividends, with $26.8M distributed to shareholders in the trailing twelve months.

Where can I find UWMC SEC filings?

Official SEC filings for UWM Holdings Corp (CIK: 0001783398) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UWMC's EPS?

UWM Holdings Corp has a diluted EPS of $0.09.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is UWMC's fundamental grade?

Based on our AI fundamental analysis in June 2026, UWM Holdings Corp has a D grade with 88% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is UWMC stock overvalued or undervalued?

Valuation metrics for UWMC: ROE of 1.6% (sector avg: 12%), net margin of 2.8% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is UWMC's AI grade for 2026?

Our dual AI analysis gives UWM Holdings Corp a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is UWMC's free cash flow?

UWM Holdings Corp's operating cash flow is $-2.2B, with capital expenditures of $19.1M. FCF margin is -249.5%.

How does UWMC compare to other Finance stocks?

Vs Finance sector averages: Net margin 2.8% (avg: 25%), ROE 1.6% (avg: 12%), current ratio 0.05 (avg: 1.2).

Is UWM Holdings Corp carrying too much debt?

UWMC has a debt-to-equity ratio of 1.86x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 12, 2026 | Data as of: 2026-03-31 | Powered by Claude AI