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

NYSE:RKT • US77311W1018

14.58 USD
-0.57 (-3.76%)
At close: Mar 12, 2026
14.7 USD
+0.12 (+0.82%)
Pre-Market: 3/13/2026, 9:20:24 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This RKT fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

3

Taking everything into account, RKT scores 3 out of 10 in our fundamental rating. RKT was compared to 98 industry peers in the Financial Services industry. RKT may be in some trouble as it scores bad on both profitability and health. 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.
  • The reported net income has been mixed in the past 5 years: RKT reported negative net income in multiple 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 75.51% of the companies in the same industry.
  • RKT has a Return On Equity of -1.15%. This is in the lower half of the industry: RKT underperforms 71.43% of its industry peers.
  • RKT has a Return On Invested Capital (2.71%) which is comparable to the rest of the 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 8.33%.
  • 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 66.33% of its industry peers.
  • RKT's Operating Margin has declined in the last couple of years.
  • The Profit Margin and Gross Margin are not available for RKT so they could not be analyzed.
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

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so RKT is destroying value.
  • The number of shares outstanding for RKT has been increased compared to 1 year ago.
  • The number of shares outstanding for RKT has been increased compared to 5 years ago.
  • Compared to 1 year ago, RKT has an improved debt to assets ratio.
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 1.00, we must say that RKT is in the distress zone and has some risk of bankruptcy.
  • RKT's Altman-Z score of 1.00 is fine compared to the rest of the industry. RKT outperforms 60.20% of its industry peers.
  • RKT has a Debt/Equity ratio of 2.48. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 2.48, RKT is not doing good in the industry: 71.43% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 2.48
Debt/FCF N/A
Altman-Z 1
ROIC/WACC0.34
WACC7.88%
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

  • RKT has a Current 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.
  • RKT has a worse Current ratio (0.42) than 62.24% of its industry peers.
  • A Quick Ratio of 0.42 indicates that RKT may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.42, RKT is not doing good in the industry: 62.24% 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.
  • RKT shows a strong growth in Revenue. In the last year, the Revenue has grown by 30.54%.
  • Measured over the past years, RKT shows a very negative growth in Revenue. The Revenue has been decreasing by -15.05% on average per year.
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

  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
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

  • The Price/Earnings ratio is 56.08, which means the current valuation is very expensive for RKT.
  • Compared to the rest of the industry, the Price/Earnings ratio of RKT indicates a slightly more expensive valuation: RKT is more expensive than 76.53% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of RKT to the average of the S&P500 Index (25.71), we can say RKT is valued expensively.
  • RKT is valuated rather expensively with a Price/Forward Earnings ratio of 17.35.
  • 61.22% of the companies in the same industry are cheaper than RKT, based on the Price/Forward Earnings ratio.
  • When comparing the Price/Forward Earnings ratio of RKT to the average of the S&P500 Index (23.82), we can say RKT is valued slightly cheaper.
Industry RankSector Rank
PE 56.08
Fwd PE 17.35
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

  • RKT's Enterprise Value to EBITDA ratio is a bit more expensive when compared to the industry. RKT is more expensive than 60.20% of the companies in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 33.81
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)0.25
PEG (5Y)N/A
EPS Next 2Y111.16%
EPS Next 3Y72.3%

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

5

5. RKT Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 5.35%, RKT is a good candidate for dividend investing.
  • In the last 3 months the price of RKT has falen by -22.07%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • Compared to an average industry Dividend Yield of 2.34, RKT pays a better dividend. On top of this RKT pays more dividend than 81.63% of the companies listed 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 5.35%

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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RKT Fundamentals: All Metrics, Ratios and Statistics

ROCKET COS INC-CLASS A

NYSE:RKT (3/12/2026, 8:08:55 PM)

Premarket: 14.7 +0.12 (+0.82%)

14.58

-0.57 (-3.76%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)02-26
Earnings (Next)05-06
Inst Owners86.76%
Inst Owner Change113.28%
Ins Owners1.46%
Ins Owner Change3.65%
Market Cap41.06B
Revenue(TTM)7.07B
Net Income(TTM)-102.15M
Analysts73.68
Price Target21.87 (50%)
Short Float %5.72%
Short Ratio1.86
Dividend
Industry RankSector Rank
Dividend Yield 5.35%
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%
PT rev (3m)5.78%
EPS NQ rev (1m)7.23%
EPS NQ rev (3m)12.56%
EPS NY rev (1m)2.81%
EPS NY rev (3m)3.26%
Revenue NQ rev (1m)0.62%
Revenue NQ rev (3m)4.07%
Revenue NY rev (1m)1.3%
Revenue NY rev (3m)0.79%
Valuation
Industry RankSector Rank
PE 56.08
Fwd PE 17.35
P/S 6.73
P/FCF N/A
P/OCF N/A
P/B 4.64
P/tB N/A
EV/EBITDA 33.81
EPS(TTM)0.26
EY1.78%
EPS(NY)0.84
Fwd EY5.76%
FCF(TTM)-0.33
FCFYN/A
OCF(TTM)-0.3
OCFYN/A
SpS2.17
BVpS3.14
TBVpS-1.8
PEG (NY)0.25
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
F-Score2
WACC7.88%
ROIC/WACC0.34
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.