EXR vs RKT vs UWMC Stock Comparison

Extra Space Storage, Rocket Companies and UWM Holdings Prices as of Nov 3, 2026 Peers: Industry group
1 more company in this comparison (SMA) Create a free account to keep reading and compare up to 10 companies.
EXR Extra Space Storage Inc.
$156.23 +17.3% 1M +19.1% 1Y
Market cap
$34.06B
P/E
32.8x
Revenue (TTM)
$3.48B
Div. yield
0.04%
Self-Storage REITs Real Estate
7 wins
RKT Rocket Companies, Inc.
$13.82 +18.1% 1M -18.2% 1Y
Market cap
$42.31B
P/E
32.4x
Revenue (TTM)
$11.46B
Div. yield
0.00%
Mortgage Lending Financial Services
3 wins
UWMC UWM Holdings Corp
$1.60 +26.0% 1M -72.6% 1Y
Market cap
$572.11M
P/E
–
Revenue (TTM)
$3.58B
Div. yield
–
Mortgage Lending Financial Services
2 wins

Head to Head

12 decided of 12

Extra Space Storage leads on 7 of the 12 questions below (Extra Space Storage 7, Rocket Companies 3, UWM Holdings 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEXRRKTUWMCLeader
Larger companyMarket capitalisation $34.06B $42.31B $572.11M RKT
Cheaper on earningsLower P/E, profitable companies only 32.8x 32.4x -15.4x RKT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 32.4x 23.0x 8.4x UWMC
Faster revenue growthRevenue growth, trailing twelve months +4.1% +90.4% +26.1% RKT
More profitableNet margin, trailing twelve months 29.9% 11.4% -1.0% EXR
Better return on capitalReturn on invested capital 5.3% 4.5% 6.3% UWMC
Less leveragedLower net debt / EBITDA 5.8x 6.0x 10.6x EXR
Higher dividend yieldTrailing dividend yield 0.04% 0.00% 0.00% EXR
Better 1-year returnPrice return, last 12 months +19.1% -18.2% -72.6% EXR
Better 5-year returnAnnualised price return, 5 years -4.7%/yr -5.0%/yr -26.1%/yr EXR
Less volatileAnnualised volatility, 1 year 22.6% 59.2% 80.3% EXR
Higher overall scoreMean of the five percentile scores vs peers 55/100 55/100 35/100 EXR

Percentile Scorecard

EXRRKTUWMC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEXRRKTUWMC
Valuation 15 #124 of 146 39 #103 of 168 17 #139 of 168
Growth 61 #57 of 145 100 #1 of 163 17 #136 of 163
Profitability 86 #21 of 141 47 #82 of 154 30 #108 of 154
Financial Health 54 #68 of 146 53 #76 of 162 17 #134 of 162
Shareholder Returns 58 #58 of 136 33 #92 of 137 93 #10 of 137
Overall 55 55 35
  • EXR ranked among 149 companies in Property REITs
  • RKT ranked among 173 companies in Lending and Credit
  • UWMC ranked among 173 companies in Lending and Credit

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEXRRKTUWMCSPY
1 month +17.3%+18.1%+26.0% -2.0%
3 months +4.3%-2.1%-17.9% -2.2%
6 months +11.8%-1.9%-53.4% +4.2%
Year to date +20.0%-28.6%-63.5% +10.6%
1 year +19.1%-18.2%-72.6% +10.4%
3 years +46.1%+60.1%-70.5% +73.6%
3 years, per year +13.5%+17.0%-33.4% +20.2%
5 years -21.4%-22.6%-77.9% +61.6%
5 years, per year -4.7%-5.0%-26.1% +10.1%
10 years +121.9%—— +261.3%
10 years, per year +8.3%—— +13.7%

Risk

MeasureEXRRKTUWMCSPY
Volatility, 1Y 22.6%59.2%80.3% 12.8%
Downside volatility, 1Y 22.0%57.1%90.1% 12.8%
Beta vs S&P 500, 1Y 0.282.091.36 1.00
Return / volatility, 1Y 0.85-0.31-0.90 0.81
Max drawdown, 5Y -54.5%-64.8%-89.5% -25.4%
From 52-week high 0.0%-41.0%-73.8% -3.2%
52-week high $156.23$23.44$6.10 $779.14
52-week low $126.69$10.53$1.00 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEXRRKTUWMC
P/E now vs peer median 31.7xmedian 26.1x 30.1xmedian 11.8x -14.5xmedian 11.8x
P/S now vs peer median 9.4xmedian 4.1x 3.4xmedian 2.7x 0.7xmedian 2.7x
EV/EBITDA now vs peer median 19.9xmedian 14.4x 16.7xmedian 13.1x 15.5xmedian 13.1x
P/FCF now vs peer median 28.5xmedian 21.6x 33.8xmedian 6.0x -0.5xmedian 6.0x
P/B now vs peer median 2.4xmedian 1.3x 1.6xmedian 0.7x 2.6xmedian 0.7x
PEG now vs peer median 6.09median 1.95 0.12median 0.33 0.28median 0.33

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEXRRKTUWMC
Revenue $3.48B $11.46B $3.58B
Gross profit $2.54B – –
Operating income $1.52B – –
Net income $1.09B $1.30B -$104.96M
Free cash flow $1.15B $1.16B -$4.92B
EPS (diluted) $4.72 $0.46 $-0.11
Cash & equivalents $114.82M $2.70B $498.41M
Total debt $13.41B $24.90B $6.02B
Shares (diluted) 220.36M 2.85B 337.53M
Enterprise value $32.98B $31.12B -$1.72B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEXRRKTUWMC
P/E 31.7x 30.1x -14.5x
P/FCF 28.5x 33.8x -0.5x
P/Operating cash flow 17.1x 29.7x -0.5x
P/S 9.4x 3.4x 0.7x
P/B 2.4x 1.6x 2.6x
P/Tangible book 2.4x 9.7x -0.6x
EV/EBITDA 19.9x 16.7x 15.5x
EV/EBIT 30.2x 19.9x 17.4x
EV/Revenue 13.2x 5.4x 2.3x
EV/FCF 40.0x 53.0x -1.6x
EV/Operating cash flow 24.0x 46.6x -1.7x
PEG (3Y EPS CAGR) 6.09 0.12 0.28

Growth

14 metrics
MetricEXRRKTUWMC
Revenue growth (1Y) 4.1% 90.4% 26.1%
Revenue CAGR (3Y) 15.3% 47.3% 27.3%
Gross profit growth (1Y) 4.2% – –
Gross profit CAGR (3Y) 13.4% – –
Operating income growth (1Y) 7.1% – –
Operating income CAGR (3Y) 11.2% – –
Net income growth (1Y) 8.9% 275.7% -175.0%
Net income CAGR (3Y) 8.9% 58.8% -31.9%
EPS growth (1Y) 10.0% 1,042% -287.6%
EPS CAGR (3Y) 5.2% 248.8% -51.2%
Operating cash flow growth (1Y) 1.1% 254.5% -103.1%
Operating cash flow CAGR (3Y) 12.9% 181.6% -18.2%
Free cash flow growth (1Y) 34.3% 225.4% -100.4%
Free cash flow CAGR (3Y) 10.3% 121.4% -18.4%

Profitability

14 metrics
MetricEXRRKTUWMC
Gross margin 73.0% – –
EBITDA margin 66.5% 32.2% 14.6%
Operating margin 43.8% – –
Pretax margin 29.8% 15.8% -3.2%
Net margin 29.9% 11.4% -1.0%
FCF margin 33.0% 10.1% -137.6%
Operating cash flow margin 55.0% 11.5% -135.9%
Return on equity 7.8% 5.4% -8.1%
Return on assets 3.7% 2.2% -0.6%
Return on invested capital 5.3% 4.5% 6.3%
Return on capital employed – – –
Asset turnover 0.1x 0.2x 0.2x
Cash conversion (OCF / net income) 1.8x 1.0x 46.3x
Stock comp / revenue 1.1% 3.8% 1.6%

Financial Health

11 metrics
MetricEXRRKTUWMC
Debt / assets 46.3% 41.4% 33.5%
Debt / equity 1.0x 1.0x 6.1x
Net debt / EBITDA 5.8x 6.0x 10.6x
Debt / FCF 11.7x 21.5x -1.2x
Liabilities / assets 52.5% 59.6% 94.5%
Equity / assets 47.5% 40.4% 5.5%
Interest coverage – 2.4x 0.8x
Current ratio – – –
Quick ratio – – –
Cash ratio – – –
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricEXRRKTUWMC
Dividend yield 4.1% 0.0% 18.7%
Net buyback yield 1.4% -0.2% –
Shareholder yield 5.6% -0.2% 18.7%
Payout ratio (earnings) 125.6% 1.0% –
Payout ratio (FCF) 119.3% 1.1% –
Dividend growth (1Y) -0.6% -94.5% –
Dividend CAGR (3Y) 14.8% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEXRRKTUWMC
Forward P/E 32.4xFY2026 23.0xFY2026 8.4xFY2026
EPS, next fiscal year $4.82FY2026 $0.60FY2026 $0.19FY2026
EPS growth, next FY +5.0%FY2026 +114.3%FY2026 +58.3%FY2026
EPS growth, the year after -2.1% +21.7% +26.3%
Revenue, next fiscal year $3.38BFY2026 $11.31BFY2026 $2.26BFY2026
Revenue growth, next FY +0.1%FY2026 +68.8%FY2026 -5.8%FY2026
Revenue growth, the year after +11.4% +6.4% +37.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEXRRKTUWMC
Held by institutions 97.5% 50.4% 17.0%
Institutions holding 798 796 291
Change in shares held, QoQ +2.2% +16.2% +31.8%
Institutions buying 388 429 214
Institutions selling 267 261 50
Buyers to sellers 1.45 1.64 4.28

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EXRRKTUWMC
EXR 1.00 0.38 0.21
RKT 0.38 1.00 0.51
UWMC 0.21 0.51 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EXR, RKT and UWMC?

Rocket Companies (RKT) is the largest by market capitalisation: Extra Space Storage (EXR) $34.06B, Rocket Companies (RKT) $42.31B, UWM Holdings (UWMC) $572.11M.

Which stock is cheaper, EXR, RKT and UWMC?

Rocket Companies (RKT) trades on the lowest price-to-earnings ratio (Extra Space Storage (EXR) 32.8x, Rocket Companies (RKT) 32.4x, UWM Holdings (UWMC) -15.4x). On next year's consensus earnings, UWM Holdings (UWMC) is cheapest (Extra Space Storage (EXR) 32.4x, Rocket Companies (RKT) 23.0x, UWM Holdings (UWMC) 8.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Rocket Companies (RKT) grew revenue fastest over the trailing twelve months: Extra Space Storage (EXR) +4.1%, Rocket Companies (RKT) +90.4%, UWM Holdings (UWMC) +26.1%.

Which company is more profitable?

Extra Space Storage (EXR) has the highest net margin (Extra Space Storage (EXR) 29.9%, Rocket Companies (RKT) 11.4%, UWM Holdings (UWMC) -1.0%). On return on invested capital, UWM Holdings (UWMC) leads (Extra Space Storage (EXR) 5.3%, Rocket Companies (RKT) 4.5%, UWM Holdings (UWMC) 6.3%).

Which stock has performed better?

Over the past year Extra Space Storage (EXR) returned the most: Extra Space Storage (EXR) +19.1%, Rocket Companies (RKT) -18.2%, UWM Holdings (UWMC) -72.6%. Over five years, Extra Space Storage (EXR) compounded fastest (Extra Space Storage (EXR) -4.7%/yr, Rocket Companies (RKT) -5.0%/yr, UWM Holdings (UWMC) -26.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Extra Space Storage (EXR) has the highest dividend yield: Extra Space Storage (EXR) 0.04%, Rocket Companies (RKT) 0.00%, UWM Holdings (UWMC) 0.00%. UWM Holdings (UWMC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Extra Space Storage (EXR) has been the steadiest (Extra Space Storage (EXR) 22.6%, Rocket Companies (RKT) 59.2%, UWM Holdings (UWMC) 80.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EXR, RKT and UWMC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Extra Space Storage (EXR) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.