UWM Holdings (UWMC) Invested Capital (2019 - 2026)

UWM Holdings (UWMC) reported Invested Capital of $1.6 billion for Q1 2026, down 2.17% year-over-year from $1.7 billion in Q1 2025, and little changed quarter-over-quarter from $1.6 billion in Q4 2025.

UWM Holdings (UWMC) Invested Capital (2019 - 2026) Analysis & Trends

UWM Holdings (UWMC) has 8 years of Invested Capital data on file, last reported at $1.6 billion in Q1 2026.

  • Invested Capital for Q1 2026 came in at $1.6 billion, down 2.17% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.6 billion (down 2.17% YoY), and the FY2025 annual result was $1.6 billion, down 22.22% from the prior year.
  • Invested Capital was little changed at $1.6 billion in Q1 2026 per UWMC's latest filing, from $1.6 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $3.4 billion in Q3 2022 and troughed at $1.6 billion in Q3 2025.
  • A 5-year average of $2.5 billion and a median of $2.5 billion in 2024 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2025: Invested Capital increased 19.15% in 2022, then plunged 33.22% in 2025.
  • A 5-year view of Invested Capital shows it stood at $3.2 billion in 2022, then declined by 22.08% to $2.5 billion in 2023, then dropped by 17.02% to $2.1 billion in 2024, then dropped by 22.22% to $1.6 billion in 2025, then rose by 0.42% to $1.6 billion in 2026.
  • Business Quant data shows UWMC's Invested Capital at $1.6 billion in Q1 2026, $1.6 billion in Q4 2025, and $1.6 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Rocket Companies 34.85 Bn 32.16 Bn - 23.23 Bn
2 PennyMac Financial Services 4.14 Bn 3.65 Bn 523.89 Mn 4.33 Bn
3 Walker & Dunlop 1.73 Bn 1.55 Bn - 1.72 Bn
4 UWM Holdings 743.45 Mn 1.57 Bn - 1.62 Bn
5 Velocity Financial 668.42 Mn 583.96 Mn - 693.35 Mn
6 CNFinance Holdings 591.78 Mn 542.97 Mn - 599.75 Mn
7 Better Home & Finance Holding 419.52 Mn 349.24 Mn - 8.55 Mn
8 Onity 306.24 Mn 306.24 Mn - 1.31 Bn
9 loanDepot 209.70 Mn -4.79 Mn - 2.45 Bn
10 Greystone Housing Impact Investors 120.06 Mn 120.06 Mn - 266.11 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.62 Bn
Dec 31, 2025 1.62 Bn
Sep 30, 2025 1.61 Bn
Jun 30, 2025 1.77 Bn
Mar 31, 2025 1.66 Bn
Dec 31, 2024 2.08 Bn
Sep 30, 2024 2.21 Bn
Jun 30, 2024 2.36 Bn
Mar 31, 2024 2.49 Bn
Dec 31, 2023 2.51 Bn
Sep 30, 2023 3.13 Bn
Jun 30, 2023 2.98 Bn
Mar 31, 2023 2.91 Bn
Dec 31, 2022 3.22 Bn
Sep 30, 2022 3.44 Bn
Jun 30, 2022 3.28 Bn
Mar 31, 2022 3.22 Bn
Dec 31, 2021 3.23 Bn
Sep 30, 2021 3.05 Bn
Jun 30, 2021 2.75 Bn