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UWM Holdings stock could see 25% EPS upside in normalized market, says Barclays

EditorEmilio Ghigini
Published 10/08/2024, 05:38 PM
UWMC
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On Tuesday, Barclays adjusted its view on UWM Holdings Corp. (NYSE:UWMC), shifting the stock's rating to Equalweight from Underweight and increasing the price target to $8.00, up from the previous $6.00. The revision reflects a more optimistic outlook on the mortgage origination market and the company's performance within it.

The reassessment by Barclays is grounded in a change of market conditions which are now seen as more favorable than previously anticipated.

Although the forecast for a below-normal origination market extending through 2025 remains unchanged, the potential for upward revisions in origination forecasts is now believed to outweigh the risks of a downturn.

UWM Holdings has maintained steady purchase origination volumes and gain-on-sale (GOS) margins. This consistency is attributed to the company's substantial presence in the broker channel, where it commands approximately a 45% market share. These factors have contributed to Barclays' revised perspective on the stock.

Despite the current trading at roughly 15 times the firm's earnings per share (EPS) estimate, Barclays sees a potential for a 25% increase in EPS should the market return to normal conditions. This projection suggests that the shares could be trading at an estimated 12 times the EPS in a more normalized market scenario.

The upgrade and new price target by Barclays indicate a recognition of UWM Holdings' market position and its ability to sustain profitability in a challenging origination environment.

In other recent news, UWM Holdings Corporation reported a strong financial performance for Q2 of 2024. Total production volume increased 6% year over year to $33.6 billion. Net income surpassed $76 million, and the gain margin stood at 106 basis points.

On the heels of these results, Piper Sandler adjusted its outlook on UWM Holdings, raising the price target to $6.00 from the previous $5.50, despite revising its GAAP EPS estimate for the third quarter of 2024 down to $0.00 from $0.06.

This adjustment reflects an anticipated increase in origination volume due to a rise in refinancing demand as interest rates experience a near-term softening.

The firm's new price target is based on a 4.0x multiple of the estimated second quarter 2025 tangible book value, an increase from the previous 3.2x multiple.

For the upcoming third quarter, UWM Holdings projects production volumes between $31 billion and $38 billion, with a gain margin forecast of 85 to 110 basis points.

The company also anticipates growth in the adjustable-rate mortgage market, contingent on potential Federal Reserve rate cuts. These are recent developments regarding UWM Holdings, a prominent player in the mortgage lending sector.

InvestingPro Insights

Building on Barclays' upgraded outlook for UWM Holdings Corp. (NYSE:UWMC), recent data from InvestingPro offers additional perspective on the company's financial position and market performance.

UWM Holdings has demonstrated strong revenue growth, with a 17.83% increase over the last twelve months as of Q2 2024. This aligns with Barclays' observation of the company's steady performance in the mortgage origination market. The company's ability to maintain profitability is further supported by an InvestingPro Tip indicating that analysts predict UWMC will be profitable this year.

Despite the positive revenue trend, investors should note that UWMC is trading at a high P/E ratio of 236.29, which is significantly above industry averages. This valuation metric suggests that the market has high expectations for future growth, potentially reflecting the optimism expressed in Barclays' upgraded outlook.

An InvestingPro Tip highlights that UWMC's stock has seen a high return over the last year, with data showing a 57.57% price total return for the past 12 months. This performance could be indicative of the market's growing confidence in UWM Holdings' business model and its ability to navigate the challenging origination environment mentioned in the Barclays report.

For investors seeking a more comprehensive analysis, InvestingPro offers 11 additional tips for UWMC, providing a deeper understanding of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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