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RKT

RKT

Financial Services · Mortgage Finance

$13.97+0.47%
Mkt Cap: $39.54B

Performance

RKT (RKT) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

RKT (RKT) operates in the Mortgage Finance space within the Financial Services sector. With a market cap of $39.5B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case3
  • Revenue grew 167% year-over-year — exceptional top-line expansion
  • Current ratio of 2.5× — ample short-term liquidity
  • Price is near its 52-week low — potential entry point with asymmetric upside
Bear Case3
  • Thin profit margin of 2.7% — little buffer against cost increases
  • High debt-to-equity of 136.36× increases financial risk, especially with elevated interest rates
  • High beta of 2.20 — this stock is significantly more volatile than the broader market

Verdict

Hold

Mixed signals — strengths and risks roughly balance. Wait for a clearer catalyst.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

5Y Avg Annual

$0.5840

Last Payment

$0.8000

Ex-Date

03/20/2025

Annual dividends paid per share

2025
Ex-DatePaymentAmountEst. DY
Latest03/20/2025
04/03/2025$0.800022.90%
03/07/2022
03/21/2022$1.010028.91%
03/08/2021
03/22/2021$1.110031.77%

Magic Number

Shares needed to self-fund your next purchase

$13.98

Price

÷

$0.8000

Last div. (yearly)

=

18

shares

Own 18 RKT shares ($251.55) and each yearly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$251.55

New shares / year

+1 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 30, 2026

44

days

EPS (TTM)

$-0.03

P/E (TTM)

Fwd P/E

12.8

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$39.54B
P/E Ratio
Forward P/E12.82
P/B Ratio
PEG Ratio0.44
EPS (TTM)$-0.03

Trading

Open
Day High
Day Low
52W High$24.36
52W Low$12.17
Volume
Avg Volume (3M)24,410,893
Beta2.20

Dividends

Dividend Yield
Annual Rate
Ex-Div Date2025-03-20
Payout Ratio0.00%

Profitability

Profit Margin2.68%
Operating Margin28.15%
ROE1.73%
ROA2.23%
Revenue Growth167.10%
Earnings Growth

Balance Sheet

Total Revenue$8.91B
Total Debt$31.68B
Debt / Equity136.36
Current Ratio2.48
Free Cash Flow$-4,300,042,240

Fair Value Estimates

Current price: $13.97

Graham Number

√(22.5 × EPS × Book Value)

N/A

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$16.22

+16.1% upside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

6/10

75% score

Pays dividends

5Y hist.

5+ years of dividend history

Dividend consistency (5Y+)

5 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

1.7%

Return on equity — measures how efficiently capital is used

Positive profit margin

2.7%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+167.1%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

136.36×

Low financial leverage reduces risk of distress

Current ratio above 1

2.48×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$341M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

Stock must distribute income to shareholders

Related Assets

Financial Services

About RKT

Rocket Companies, Inc., a fintech company, engages in the mortgage, real estate, and personal finance businesses in the United States and Canada. It operates in two segments, Direct to Consumer and Partner Network. The company offers Rocket Mortgage, a mortgage lender service; Redfin, a digital real estate brokerage and home search platform; Rocket Close, a digital experience for appraisal management, settlement, and title services; Rocket Money, a finance app that offers a suite of financial wellness services including subscription cancellation, budget management and credit score improvement; and Rocket Loans, a platform for personal loan. It also originates, closes, sells, and services agency-conforming loans; and provides Rocket Pro that works with mortgage brokers, community banks, and credit unions, to maintain own brand and client relationships. Rocket Companies, Inc. was founded in 1985 and is headquartered in Detroit, Michigan. Rocket Companies, Inc. was formerly a subsidiary of Rock Holdings Inc.

Sector

Financial Services

Industry

Mortgage Finance

Location

Detroit, United States

Employees

23,500