- ISIN
- US7731221062
- CUSIP
- 773122106
- Sector
- Industrials
- Industry
- Aerospace & Defense
- IPO Date
- Aug 24, 2021
Highlights
- Market Cap
- $44.42B
- Enterprise Value
- $43.35B
- EPS (TTM)
- -$0.32
- Total Revenue (TTM)
- $679.58M
- Gross Profit (TTM)
- $248.43M
- EBITDA (TTM)
- -$177.36M
- Year Range
- $37.57 - $151.00
- Target Price
- $92.33
- ROA (TTM)
- -6.48%
- ROE (TTM)
- -8.06%
Share Price Chart
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Performance
RKLB Performance Chart
Rocket Lab USA, Inc. (RKLB) is up 10.0% since the beginning of the year. At $77 per share, RKLB is trading 49.2% below its 52-week high of $151.
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Returns By Period
Rocket Lab USA, Inc. (RKLB) has returned 9.99% so far this year and 96.59% over the past 12 months.
Rocket Lab USA, Inc.
- 1D
- -5.32%
- 1M
- -25.06%
- 6M
- -12.71%
- YTD
- 9.99%
- 1Y
- 96.59%
- 3Y*
- 129.83%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.79%
- 1M
- 1.13%
- 6M
- 7.71%
- YTD
- 9.79%
- 1Y
- 20.06%
- 3Y*
- 18.60%
- 5Y*
- 11.43%
- 10Y*
- 13.27%
RKLB Monthly Returns History
Based on dividend-adjusted daily data since Aug 24, 2021, RKLB's average daily return is +0.29%, while the average monthly return is +7.02%. At this rate, an investment would double in approximately 0.9 years.
Historically, 50% of months were positive and 50% were negative. The best month was Nov 2024 with a return of +155.0%, while the worst month was May 2022 at -35.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.
On a daily basis, RKLB closed higher 50% of trading days. The best single day was Sep 9, 2021 with a return of +37.3%, while the worst single day was Sep 13, 2021 at -17.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.78% | -13.70% | -7.06% | 28.48% | 73.89% | -29.15% | -24.52% | 9.99% | |||||
| 2025 | 14.06% | -29.47% | -12.74% | 21.87% | 22.95% | 33.52% | 28.38% | 5.84% | -1.42% | 31.45% | -33.09% | 65.54% | 173.89% |
| 2024 | -12.30% | -5.46% | -10.36% | -8.52% | 16.22% | 9.84% | 9.17% | 19.66% | 55.18% | 9.97% | 154.95% | -6.63% | 360.58% |
| 2023 | 31.83% | -9.46% | -10.22% | -2.97% | 16.84% | 31.00% | 22.83% | -14.38% | -30.59% | -3.42% | 3.55% | 26.26% | 46.68% |
| 2022 | -26.38% | 5.53% | -15.62% | -8.32% | -35.50% | -20.38% | 23.22% | 17.77% | -26.00% | 25.06% | -17.68% | -10.02% | -69.30% |
| 2021 | -11.24% | 60.82% | -12.90% | 12.88% | -22.57% | 8.67% |
Benchmark Metrics
Rocket Lab USA, Inc. has an annualized alpha of 59.25%, beta of 2.10, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since August 24, 2021.
- This stock captured 319.34% of S&P 500 Index gains and 133.21% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 59.25%
- Beta
- 2.10
- R²
- 0.19
- Upside Capture
- 319.34%
- Downside Capture
- 133.21%
Return for Risk
Risk / Return Rank
RKLB ranks 77 for risk / return — better than 77% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Rocket Lab USA, Inc. (RKLB) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RKLB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.29 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 2.21 | -0.23 |
| Martin ratioReturn relative to average drawdown | 4.51 | 9.61 | -5.10 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Rocket Lab USA, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Rocket Lab USA, Inc. was 82.96%, occurring on Apr 15, 2024. Recovery took 154 trading sessions.
The current Rocket Lab USA, Inc. drawdown is 48.92%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2024 bear market2024 | -82.96%Apr 2024 | 2y 7mo | 7mo 10d | 3y 2moSep 2021 - Nov 2024 |
2026 bear market2026 | -48.92%Jul 2026 | 1mo 16d | — | 1mo 17dMay 2026 - now |
2025 selloff2025 | -48.15%Apr 2025 | 2mo 10d | 2mo 20d | 5moJan 2025 - Jun 2025 |
2025 bear market2025 | -43.01%Nov 2025 | 1mo 5d | 29d | 2mo 4dOct 2025 - Dec 2025 |
2026 bear market2026 | -40.42%Mar 2026 | 2mo 9d | 1mo 9d | 3mo 18dJan 2026 - May 2026 |
Drawdown Indicators
| RKLB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.96% | -56.78% | -26.18% |
Max Drawdown (1Y)Largest decline over 1 year | -48.92% | -9.10% | -39.82% |
Max Drawdown (3Y)Largest decline over 3 years | -55.49% | -18.90% | -36.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -48.92% | -1.24% | -47.68% |
Average DrawdownAverage peak-to-trough decline | -51.08% | -10.71% | -40.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.51% | 2.09% | +19.42% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Rocket Lab USA, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Rocket Lab USA, Inc. is priced in the market compared to other companies in the Aerospace & Defense industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for RKLB relative to other companies in the Aerospace & Defense industry. Currently, RKLB has a P/S ratio of 64.2. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for RKLB in comparison with other companies in the Aerospace & Defense industry. Currently, RKLB has a P/B value of 20.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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