UWM Holdings (UWMC) Return on Invested Capital [ROIC] (2020 - 2026)
UWM Holdings (UWMC) recorded Return on Invested Capital [ROIC] of 10.05% in Q2 2026, down 4.80 percentage points from 14.85% a year earlier and down 15.94 percentage points from the prior quarter.
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Analysis
UWM Holdings (UWMC) Return on Invested Capital [ROIC] (2020 - 2026) Analysis & Trends
For FY2025, UWM Holdings reported Return on Invested Capital [ROIC] of 16.15%, down 1.28 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +16.50 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 17.43% in FY2024 (+12.79 pp), 4.64% in FY2023 (-19.36 pp), 24.00% in FY2022 (-20.86 pp) and 44.85% in FY2021 (+45.21 pp).
- The Q2 2026 figure is the lowest quarterly Return on Invested Capital [ROIC] since Q1 2025.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in four of the last eight quarters, with an average year-over-year change of +2.69 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 35.29 percentage points in Q4 2021, against a drop of 18.81 percentage points in Q4 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 25.99% (Q1 2026), 15.29% (Q4 2025) and 12.80% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | 3.08% |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 2.93% |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | 5.55% |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | 26.91% |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 9.67% |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | 16.56% |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | - |
| 10 | UWM Holdings | 2.04 Bn | 592.22 Mn | - | 10.05% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.05% |
| Mar 31, 2026 | 25.99% |
| Dec 31, 2025 | 15.29% |
| Sep 30, 2025 | 12.80% |
| Jun 30, 2025 | 14.85% |
| Mar 31, 2025 | 7.84% |
| Dec 31, 2024 | 17.99% |
| Sep 30, 2024 | 5.90% |
| Jun 30, 2024 | 10.87% |
| Mar 31, 2024 | 13.54% |
| Dec 31, 2023 | 4.68% |
| Sep 30, 2023 | 13.53% |
| Jun 30, 2023 | 14.00% |
| Mar 31, 2023 | 12.91% |
| Dec 31, 2022 | 23.49% |
| Sep 30, 2022 | 28.61% |
| Jun 30, 2022 | 29.66% |
| Mar 31, 2022 | 28.61% |
| Dec 31, 2021 | 38.85% |
| Sep 30, 2021 | 35.83% |
API Access
UWM Holdings Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=UWMC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "UWMC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=UWMC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();