UWM (NYSE:UWMC – Get Free Report) and Forge Global (NYSE:FRGE – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, analyst recommendations, risk, profitability, earnings, institutional ownership and dividends.
Profitability
This table compares UWM and Forge Global’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| UWM | -1.04% | -5.61% | -0.50% |
| Forge Global | -71.87% | -29.06% | -24.63% |
Analyst Ratings
This is a summary of current ratings and price targets for UWM and Forge Global, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| UWM | 2 | 6 | 6 | 0 | 2.29 |
| Forge Global | 1 | 4 | 0 | 0 | 1.80 |
Risk & Volatility
UWM has a beta of 1.78, indicating that its share price is 78% more volatile than the S&P 500. Comparatively, Forge Global has a beta of 2.18, indicating that its share price is 118% more volatile than the S&P 500.
Insider & Institutional Ownership
53.6% of UWM shares are owned by institutional investors. Comparatively, 40.7% of Forge Global shares are owned by institutional investors. 80.3% of UWM shares are owned by insiders. Comparatively, 4.5% of Forge Global shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
Earnings & Valuation
This table compares UWM and Forge Global”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| UWM | $3.16 billion | 0.65 | $27.38 million | $0.27 | 4.76 |
| Forge Global | $92.88 million | 6.71 | -$66.33 million | ($5.20) | -8.65 |
UWM has higher revenue and earnings than Forge Global. Forge Global is trading at a lower price-to-earnings ratio than UWM, indicating that it is currently the more affordable of the two stocks.
Summary
UWM beats Forge Global on 11 of the 14 factors compared between the two stocks.
About UWM
UWM Holdings Corporation engages in the residential mortgage lending business in the United States. The company offers mortgage loans through wholesale channel. It originates primarily conforming and government loans. UWM Holdings Corporation was founded in 1986 and is headquartered in Pontiac, Michigan.
About Forge Global
Forge Global Holdings, Inc. operates a financial services platform in California. The company's platform solutions include trading solutions, a platform that connects investors with private company stockholders and enables them to facilitate private share transactions; and custody solutions, a non-depository trust company that enables clients to securely custody and manage assets through an online portal. It also provides data solutions, such as information and insight to navigate, analyze, and make investment decisions to market participants in the private market. The company was founded in 2014 and is headquartered in San Francisco, California.
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