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Rocket Companies, Inc. (RKT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US77311W1018

CUSIP

#VALUE!

Sector

Financial Services

IPO Date

Aug 6, 2020

Highlights

Market Cap

$26.03B

EPS (TTM)

-$0.12

PEG Ratio

1.40

Total Revenue (TTM)

$3.05B

Gross Profit (TTM)

$3.00B

EBITDA (TTM)

$426.63M

Year Range

$10.06 - $21.38

Target Price

$13.15

Short %

13.51%

Short Ratio

6.08

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
RKT vs. INDO RKT vs. GDRX RKT vs. UWMC RKT vs. VOO RKT vs. QQQ RKT vs. SPY RKT vs. AAPL RKT vs. GME RKT vs. VNQ RKT vs. OXLC
Popular comparisons:
RKT vs. INDO RKT vs. GDRX RKT vs. UWMC RKT vs. VOO RKT vs. QQQ RKT vs. SPY RKT vs. AAPL RKT vs. GME RKT vs. VNQ RKT vs. OXLC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Rocket Companies, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-38.83%
8.57%
RKT (Rocket Companies, Inc.)
Benchmark (^GSPC)

Returns By Period

Rocket Companies, Inc. had a return of 13.06% year-to-date (YTD) and 15.73% in the last 12 months.


RKT

YTD

13.06%

1M

6.35%

6M

-35.51%

1Y

15.73%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of RKT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202511.90%13.06%
2024-14.99%2.03%15.84%-15.60%13.19%-1.44%18.18%21.37%-2.34%-16.10%-9.75%-22.51%-22.24%
202334.43%-16.47%15.27%-1.66%-9.99%11.72%21.99%-2.29%-23.41%-9.66%26.39%55.03%106.86%
2022-9.71%2.14%-7.28%-20.41%2.49%-18.85%29.35%-17.02%-20.00%9.18%20.29%-15.66%-46.18%
20215.64%2.29%10.56%-2.77%-21.11%9.26%-10.90%0.64%-7.55%2.74%-5.95%-9.68%-27.56%
202030.17%-28.82%-8.53%13.66%-2.41%-6.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RKT is 53, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of RKT is 5353
Overall Rank
The Sharpe Ratio Rank of RKT is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of RKT is 5151
Sortino Ratio Rank
The Omega Ratio Rank of RKT is 4949
Omega Ratio Rank
The Calmar Ratio Rank of RKT is 5555
Calmar Ratio Rank
The Martin Ratio Rank of RKT is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Rocket Companies, Inc. (RKT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for RKT, currently valued at 0.25, compared to the broader market-2.000.002.000.251.74
The chart of Sortino ratio for RKT, currently valued at 0.69, compared to the broader market-4.00-2.000.002.004.006.000.692.36
The chart of Omega ratio for RKT, currently valued at 1.08, compared to the broader market0.501.001.502.001.081.32
The chart of Calmar ratio for RKT, currently valued at 0.17, compared to the broader market0.002.004.006.000.172.62
The chart of Martin ratio for RKT, currently valued at 0.53, compared to the broader market-10.000.0010.0020.0030.000.5310.69
RKT
^GSPC

The current Rocket Companies, Inc. Sharpe ratio is 0.25. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Rocket Companies, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
0.25
1.74
RKT (Rocket Companies, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Rocket Companies, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%5.00%10.00%15.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.00$0.00$0.00$1.01$1.11

Dividend yield

0.00%0.00%0.00%14.43%7.93%

Monthly Dividends

The table displays the monthly dividend distributions for Rocket Companies, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$1.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.01
2021$1.11$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.11

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.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-65.54%
-0.43%
RKT (Rocket Companies, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Rocket Companies, 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 Companies, Inc. was 83.00%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Rocket Companies, Inc. drawdown is 65.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83%Mar 3, 2021414Oct 20, 2022
-41.78%Sep 3, 202041Oct 30, 202082Mar 2, 2021123
-24.74%Aug 10, 20204Aug 13, 20206Aug 21, 202010
-6.9%Aug 25, 20203Aug 27, 20203Sep 1, 20206

Volatility

Volatility Chart

The current Rocket Companies, Inc. volatility is 14.49%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
14.49%
3.01%
RKT (Rocket Companies, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Rocket Companies, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Rocket Companies, Inc..


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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

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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