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RKT vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between RKT and AAPL is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

RKT vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rocket Companies, Inc. (RKT) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

RKT:

-0.09

AAPL:

0.27

Sortino Ratio

RKT:

0.42

AAPL:

0.64

Omega Ratio

RKT:

1.05

AAPL:

1.09

Calmar Ratio

RKT:

0.00

AAPL:

0.28

Martin Ratio

RKT:

0.01

AAPL:

0.92

Ulcer Index

RKT:

27.83%

AAPL:

10.28%

Daily Std Dev

RKT:

56.42%

AAPL:

32.91%

Max Drawdown

RKT:

-83.00%

AAPL:

-81.80%

Current Drawdown

RKT:

-62.32%

AAPL:

-19.94%

Fundamentals

Market Cap

RKT:

$25.74B

AAPL:

$3.12T

EPS

RKT:

$0.02

AAPL:

$6.42

PE Ratio

RKT:

647.50

AAPL:

32.52

PEG Ratio

RKT:

1.13

AAPL:

2.14

PS Ratio

RKT:

5.06

AAPL:

7.79

PB Ratio

RKT:

3.35

AAPL:

47.24

Total Revenue (TTM)

RKT:

$4.95B

AAPL:

$400.37B

Gross Profit (TTM)

RKT:

$4.64B

AAPL:

$186.70B

EBITDA (TTM)

RKT:

$178.35M

AAPL:

$138.87B

Returns By Period

In the year-to-date period, RKT achieves a 23.60% return, which is significantly higher than AAPL's -17.20% return.


RKT

YTD

23.60%

1M

9.39%

6M

1.51%

1Y

-5.00%

3Y*

16.07%

5Y*

N/A

10Y*

N/A

AAPL

YTD

-17.20%

1M

5.15%

6M

-9.16%

1Y

8.79%

3Y*

15.17%

5Y*

21.85%

10Y*

21.43%

*Annualized

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Rocket Companies, Inc.

Apple Inc

Risk-Adjusted Performance

RKT vs. AAPL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RKT
The Risk-Adjusted Performance Rank of RKT is 4949
Overall Rank
The Sharpe Ratio Rank of RKT is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of RKT is 4949
Sortino Ratio Rank
The Omega Ratio Rank of RKT is 4848
Omega Ratio Rank
The Calmar Ratio Rank of RKT is 5151
Calmar Ratio Rank
The Martin Ratio Rank of RKT is 5050
Martin Ratio Rank

AAPL
The Risk-Adjusted Performance Rank of AAPL is 6060
Overall Rank
The Sharpe Ratio Rank of AAPL is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 5656
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 5656
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 6363
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.

RKT vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Rocket Companies, Inc. (RKT) and Apple Inc (AAPL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current RKT Sharpe Ratio is -0.09, which is lower than the AAPL Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of RKT and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

RKT vs. AAPL - Dividend Comparison

RKT's dividend yield for the trailing twelve months is around 6.07%, more than AAPL's 0.49% yield.


TTM20242023202220212020201920182017201620152014
RKT
Rocket Companies, Inc.
6.07%0.00%0.00%14.43%7.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc
0.49%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

RKT vs. AAPL - Drawdown Comparison

The maximum RKT drawdown since its inception was -83.00%, roughly equal to the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for RKT and AAPL. For additional features, visit the drawdowns tool.


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Volatility

RKT vs. AAPL - Volatility Comparison

Rocket Companies, Inc. (RKT) has a higher volatility of 17.82% compared to Apple Inc (AAPL) at 9.55%. This indicates that RKT's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

RKT vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Rocket Companies, Inc. and Apple Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
1.10B
95.36B
(RKT) Total Revenue
(AAPL) Total Revenue
Values in USD except per share items

RKT vs. AAPL - Profitability Comparison

The chart below illustrates the profitability comparison between Rocket Companies, Inc. and Apple Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
90.7%
47.1%
(RKT) Gross Margin
(AAPL) Gross Margin
RKT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Rocket Companies, Inc. reported a gross profit of 998.98M and revenue of 1.10B. Therefore, the gross margin over that period was 90.7%.

AAPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Apple Inc reported a gross profit of 44.87B and revenue of 95.36B. Therefore, the gross margin over that period was 47.1%.

RKT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Rocket Companies, Inc. reported an operating income of -223.10M and revenue of 1.10B, resulting in an operating margin of -20.3%.

AAPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Apple Inc reported an operating income of 29.59B and revenue of 95.36B, resulting in an operating margin of 31.0%.

RKT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Rocket Companies, Inc. reported a net income of -10.38M and revenue of 1.10B, resulting in a net margin of -0.9%.

AAPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Apple Inc reported a net income of 24.78B and revenue of 95.36B, resulting in a net margin of 26.0%.