ROCKET COS INC-CLASS A (RKT) Fundamental Analysis & Valuation

NYSE:RKT • US77311W1018

15.055 USD
-0.61 (-3.86%)
Last: Mar 6, 2026, 11:53 AM
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This RKT fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

3

We assign a fundamental rating of 3 out of 10 to RKT. RKT was compared to 97 industry peers in the Financial Services industry. RKT has a bad profitability rating. Also its financial health evaluation is rather negative. While showing a medium growth rate, RKT is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

2

1. RKT Profitability Analysis

1.1 Basic Checks

  • In the past year RKT was profitable.
  • RKT had a negative operating cash flow in the past year.
  • In multiple years RKT reported negative net income over the last 5 years.
  • The reported operating cash flow has been mixed in the past 5 years: RKT reported negative operating cash flow in multiple years.
RKT Yearly Net Income VS EBIT VS OCF VS FCFRKT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B -5B 10B

1.2 Ratios

  • Looking at the Return On Assets, with a value of -0.30%, RKT is doing worse than 76.29% of the companies in the same industry.
  • RKT has a worse Return On Equity (-1.15%) than 71.13% of its industry peers.
  • With a Return On Invested Capital value of 2.71%, RKT perfoms like the industry average, outperforming 48.45% of the companies in the same industry.
  • RKT had an Average Return On Invested Capital over the past 3 years of 2.03%. This is significantly below the industry average of 8.35%.
  • The 3 year average ROIC (2.03%) for RKT is below the current ROIC(2.71%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA -0.3%
ROE -1.15%
ROIC 2.71%
ROA(3y)-0.02%
ROA(5y)0.22%
ROE(3y)0.47%
ROE(5y)11.12%
ROIC(3y)2.03%
ROIC(5y)5.85%
RKT Yearly ROA, ROE, ROICRKT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30 40

1.3 Margins

  • The Operating Margin of RKT (18.57%) is better than 65.98% of its industry peers.
  • In the last couple of years the Operating Margin of RKT has declined.
  • RKT does not have Profit Margin and Gross Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM 18.57%
PM (TTM) N/A
GM N/A
OM growth 3Y-13.92%
OM growth 5Y-27.47%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
RKT Yearly Profit, Operating, Gross MarginsRKT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

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ROAROEROICOperating and Profit MarginShow most profitable peers

1

2. RKT Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), RKT is destroying value.
  • RKT has more shares outstanding than it did 1 year ago.
  • RKT has more shares outstanding than it did 5 years ago.
  • RKT has a better debt/assets ratio than last year.
RKT Yearly Shares OutstandingRKT Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B
RKT Yearly Total Debt VS Total AssetsRKT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B

2.2 Solvency

  • Based on the Altman-Z score of 1.07, we must say that RKT is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.07, RKT is in the better half of the industry, outperforming 63.92% of the companies in the same industry.
  • A Debt/Equity ratio of 2.48 is on the high side and indicates that RKT has dependencies on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 2.48, RKT is doing worse than 71.13% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 2.48
Debt/FCF N/A
Altman-Z 1.07
ROIC/WACC0.35
WACC7.82%
RKT Yearly LT Debt VS Equity VS FCFRKT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B -5B 10B 15B 20B

2.3 Liquidity

  • A Current Ratio of 0.42 indicates that RKT may have some problems paying its short term obligations.
  • RKT has a Current ratio of 0.42. This is in the lower half of the industry: RKT underperforms 61.86% of its industry peers.
  • RKT has a Quick Ratio of 0.42. This is a bad value and indicates that RKT is not financially healthy enough and could expect problems in meeting its short term obligations.
  • With a Quick ratio value of 0.42, RKT is not doing good in the industry: 61.86% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.42
Quick Ratio 0.42
RKT Yearly Current Assets VS Current LiabilitesRKT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. RKT Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 18.18% over the past year.
  • The Revenue has grown by 30.54% in the past year. This is a very strong growth!
  • The Revenue for RKT have been decreasing by -15.05% on average. This is quite bad
EPS 1Y (TTM)18.18%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%175%
Revenue 1Y (TTM)30.54%
Revenue growth 3Y5.6%
Revenue growth 5Y-15.05%
Sales Q2Q%52.5%

3.2 Future

  • The Earnings Per Share is expected to grow by 41.43% on average over the next years. This is a very strong growth
  • RKT is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 11.93% yearly.
EPS Next Y223.13%
EPS Next 2Y111.16%
EPS Next 3Y72.3%
EPS Next 5Y41.43%
Revenue Next Year70.48%
Revenue Next 2Y36.35%
Revenue Next 3Y26.4%
Revenue Next 5Y11.93%

3.3 Evolution

  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
RKT Yearly Revenue VS EstimatesRKT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B 15B
RKT Yearly EPS VS EstimatesRKT Yearly EPS VS EstimatesYearly EPS VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0 1 2 3

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Find the best growth stocksShow best growing peers

2

4. RKT Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 57.90, the valuation of RKT can be described as expensive.
  • 75.26% of the companies in the same industry are cheaper than RKT, based on the Price/Earnings ratio.
  • RKT's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 26.69.
  • A Price/Forward Earnings ratio of 17.92 indicates a rather expensive valuation of RKT.
  • RKT's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. RKT is more expensive than 60.82% of the companies in the same industry.
  • RKT's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 24.79.
Industry RankSector Rank
PE 57.9
Fwd PE 17.92
RKT Price Earnings VS Forward Price EarningsRKT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • 60.82% of the companies in the same industry are cheaper than RKT, based on the Enterprise Value to EBITDA ratio.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 36.16
RKT Per share dataRKT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 -1 2 3

4.3 Compensation for Growth

  • RKT's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • RKT's earnings are expected to grow with 72.30% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.26
PEG (5Y)N/A
EPS Next 2Y111.16%
EPS Next 3Y72.3%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. RKT Dividend Analysis

5.1 Amount

  • RKT has a Yearly Dividend Yield of 5.11%, which is a nice return.
  • RKT's Dividend Yield is rather good when compared to the industry average which is at 2.29. RKT pays more dividend than 84.54% of the companies in the same industry.
  • RKT's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 5.11%

5.2 History

  • RKT has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
RKT Yearly Dividends per shareRKT Yearly Dividends per shareYearly Dividends per share 2021 2022 2025 0.2 0.4 0.6 0.8 1

5.3 Sustainability

DPN/A
EPS Next 2Y111.16%
EPS Next 3Y72.3%
RKT Yearly Income VS Free CF VS DividendRKT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B -5B 10B

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Find the best dividend stocksShow peers with best dividend

RKT Fundamentals: All Metrics, Ratios and Statistics

ROCKET COS INC-CLASS A

NYSE:RKT (3/6/2026, 11:53:09 AM)

15.055

-0.61 (-3.86%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-26
Earnings (Next)05-06
Inst Owners40.78%
Inst Owner Change112.91%
Ins Owners1.46%
Ins Owner Change3.42%
Market Cap42.39B
Revenue(TTM)7.07B
Net Income(TTM)-102.15M
Analysts73.68
Price Target21.87 (45.27%)
Short Float %5.72%
Short Ratio1.86
Dividend
Industry RankSector Rank
Dividend Yield 5.11%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)48.67%
Min EPS beat(2)46.68%
Max EPS beat(2)50.67%
EPS beat(4)3
Avg EPS beat(4)34.73%
Min EPS beat(4)-1.8%
Max EPS beat(4)50.67%
EPS beat(8)6
Avg EPS beat(8)100.21%
EPS beat(12)10
Avg EPS beat(12)82.9%
EPS beat(16)10
Avg EPS beat(16)33.24%
Revenue beat(2)1
Avg Revenue beat(2)0.34%
Min Revenue beat(2)-4.67%
Max Revenue beat(2)5.36%
Revenue beat(4)2
Avg Revenue beat(4)9.18%
Min Revenue beat(4)-17.55%
Max Revenue beat(4)53.56%
Revenue beat(8)4
Avg Revenue beat(8)2.67%
Revenue beat(12)6
Avg Revenue beat(12)2.27%
Revenue beat(16)8
Avg Revenue beat(16)4.15%
PT rev (1m)-0.26%
PT rev (3m)5.78%
EPS NQ rev (1m)7.23%
EPS NQ rev (3m)-5.79%
EPS NY rev (1m)0%
EPS NY rev (3m)0.87%
Revenue NQ rev (1m)0.66%
Revenue NQ rev (3m)2.61%
Revenue NY rev (1m)0.77%
Revenue NY rev (3m)5.84%
Valuation
Industry RankSector Rank
PE 57.9
Fwd PE 17.92
P/S 6.95
P/FCF N/A
P/OCF N/A
P/B 4.79
P/tB N/A
EV/EBITDA 36.16
EPS(TTM)0.26
EY1.73%
EPS(NY)0.84
Fwd EY5.58%
FCF(TTM)-0.33
FCFYN/A
OCF(TTM)-0.3
OCFYN/A
SpS2.17
BVpS3.14
TBVpS-1.8
PEG (NY)0.26
PEG (5Y)N/A
Graham Number4.29
Profitability
Industry RankSector Rank
ROA -0.3%
ROE -1.15%
ROCE 5.79%
ROIC 2.71%
ROICexc 3.3%
ROICexgc 8.03%
OM 18.57%
PM (TTM) N/A
GM N/A
FCFM N/A
ROA(3y)-0.02%
ROA(5y)0.22%
ROE(3y)0.47%
ROE(5y)11.12%
ROIC(3y)2.03%
ROIC(5y)5.85%
ROICexc(3y)2.15%
ROICexc(5y)6.21%
ROICexgc(3y)4.18%
ROICexgc(5y)9.57%
ROCE(3y)4.15%
ROCE(5y)13.8%
ROICexgc growth 3Y-25.57%
ROICexgc growth 5Y-32.34%
ROICexc growth 3Y-36.02%
ROICexc growth 5Y-43.49%
OM growth 3Y-13.92%
OM growth 5Y-27.47%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score2
Asset Turnover0.18
Health
Industry RankSector Rank
Debt/Equity 2.48
Debt/FCF N/A
Debt/EBITDA 16.97
Cap/Depr 43.03%
Cap/Sales 1.14%
Interest Coverage 2.37
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.42
Quick Ratio 0.42
Altman-Z 1.07
F-Score2
WACC7.82%
ROIC/WACC0.35
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)18.18%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%175%
EPS Next Y223.13%
EPS Next 2Y111.16%
EPS Next 3Y72.3%
EPS Next 5Y41.43%
Revenue 1Y (TTM)30.54%
Revenue growth 3Y5.6%
Revenue growth 5Y-15.05%
Sales Q2Q%52.5%
Revenue Next Year70.48%
Revenue Next 2Y36.35%
Revenue Next 3Y26.4%
Revenue Next 5Y11.93%
EBIT growth 1Y196.98%
EBIT growth 3Y-9.1%
EBIT growth 5Y-38.39%
EBIT Next Year433.86%
EBIT Next 3Y90.71%
EBIT Next 5Y54.01%
FCF growth 1Y70.44%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y72.25%
OCF growth 3YN/A
OCF growth 5YN/A

ROCKET COS INC-CLASS A / RKT FAQ

What is the ChartMill fundamental rating of ROCKET COS INC-CLASS A (RKT) stock?

ChartMill assigns a fundamental rating of 3 / 10 to RKT.


What is the valuation status of ROCKET COS INC-CLASS A (RKT) stock?

ChartMill assigns a valuation rating of 2 / 10 to ROCKET COS INC-CLASS A (RKT). This can be considered as Overvalued.


Can you provide the profitability details for ROCKET COS INC-CLASS A?

ROCKET COS INC-CLASS A (RKT) has a profitability rating of 2 / 10.


Can you provide the financial health for RKT stock?

The financial health rating of ROCKET COS INC-CLASS A (RKT) is 1 / 10.


Can you provide the expected EPS growth for RKT stock?

The Earnings per Share (EPS) of ROCKET COS INC-CLASS A (RKT) is expected to grow by 223.13% in the next year.