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Rocket Companies, Inc. (RKT) 10-Year Financial Performance & Capital Metrics

RKT • • Banking & Credit
Financial ServicesMortgage FinanceResidential Mortgage Origination & ServicingDigital Mortgage Lenders
AboutRocket Companies, Inc. engages in the tech-driven real estate, mortgage, and e-Commerce businesses in the United States and Canada. It operates through two segments, Direct to Consumer and Partner Network. The company's solutions include Rocket Mortgage, a mortgage lender; Amrock that provides title insurance, property valuation, and settlement services; Rocket Homes, a home search platform and real estate agent referral network, which offers technology-enabled services to support the home buying and selling experience; Rocket Auto, an automotive retail marketplace that provides centralized and virtual car sales support to online car purchasing platforms; and Rocket Loans, an online-based personal loans business. It also offer Core Digital Media, a digital social and display advertiser in the mortgage, insurance, and education sectors; Rocket Solar, which connect homeowners with digital financing solutions through a team of trained solar advisors; Truebill, a personal finance app that helps clients manage every aspect of their financial lives; Lendesk, a technology services company that provides a point of sale system for mortgage professionals and a loan origination system for private lenders; and Edison Financial, a digital mortgage broker. In addition, the company originates, closes, sells, and services agency-conforming loans. Rocket Companies, Inc. was founded in 1985 and is headquartered in Detroit, Michigan. Rocket Companies, Inc. operates as a subsidiary of Rock Holdings, Inc.Show more
  • Net Interest Income -$56M -72.4%
  • Total Revenue $5.4B +34.8%
  • Net Income $29M +289.3%
  • Return on Equity 0.34% +283.2%
  • Net Interest Margin -0.23% -35.3%
  • Efficiency Ratio 78.94% -21.9%
  • ROA 0.13% +270.2%
  • Equity / Assets 36.9% -14.5%
  • Book Value per Share 64.12 +1429.7%
  • Tangible BV/Share 1.29 +309.9%
  • Debt/Equity 1.55 +34.2%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Momentum leader: RS Rating 88 (top 12%)
  • ✓Well capitalized: 36.9% equity/assets
  • ✓Share count reduced 92.9% through buybacks
  • ✓Diversified revenue: 92.4% from non-interest income
  • ✓Trading near 52-week high
  • ✓Trading at only 0.4x book value

✗Weaknesses

  • ✗Weak 3Y average ROE of 0.2%
  • ✗Weak NIM of -0.2%
  • ✗High cost structure: 78.9% efficiency ratio

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-
5Y0.75%
3Y-25.71%
TTM-

Profit (Net Income) CAGR

10Y-
5Y-
3Y-54.32%
TTM-574.89%

EPS CAGR

10Y-
5Y-
3Y-55.1%
TTM9052.94%

ROCE

10Y Avg18.56%
5Y Avg22.11%
3Y Avg1.95%
Latest4.47%

Peer Comparison

Digital Mortgage Lenders
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Sector-Specific
NameMarket CapCurrent PriceP/E RatioRevenue Growth 1YNet MarginROEFCF YieldDebt/Equity
RKTRocket Companies, Inc.22.67B23.44111.6234.84%0.54%-1.15%1.55
BETRBetter Home & Finance Holding Company361.49M36.68-2.6935.65%-171.83%-362.58%
LDIloanDepot, Inc.337.47M2.67-5.047.04%-8.8%-16.94%10.72

Profit & Loss

Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Net Interest Income+-28.42M-21.02M-102.23M-61.8M30.61M-32.53M-56.07M
NII Growth %-0.26%-3.86%0.4%1.5%-2.06%-0.72%
Net Interest Margin %-------
Interest Income200.93M250.75M329.59M430.09M350.59M327.45M413.16M
Interest Expense229.35M271.77M431.82M491.89M319.98M359.97M469.23M
Loan Loss Provision0000000
Non-Interest Income+4.11B4.95B15.57B12.75B5.65B3.68B4.99B
Non-Interest Income %-------
Total Revenue+4.31B5.2B15.9B13.18B6B4.01B5.4B
Revenue Growth %-0.21%2.05%-0.17%-0.54%-0.33%0.35%
Non-Interest Expense3.46B4.03B5.93B6.5B4.94B4.05B4.26B
Efficiency Ratio-------
Operating Income+618.1M904.44M9.53B6.18B741.91M-402.9M668.05M
Operating Margin %-------
Operating Income Growth %-0.46%9.54%-0.35%-0.88%-1.54%2.66%
Pretax Income+618.1M904.44M9.53B6.18B741.91M-402.9M668.05M
Pretax Margin %-------
Income Tax+3.24M7.31M132.38M112.74M41.98M-12.82M32.22M
Effective Tax Rate %-------
Net Income+00197.95M308.21M46.42M-15.51M29.37M
Net Margin %-------
Net Income Growth %---0.56%-0.85%-1.33%2.89%
Net Income (Continuing)614.86M897.13M9.4B6.07B699.93M-390.08M635.83M
EPS (Diluted)+6.060.001.762.320.02-0.010.21
EPS Growth %--1%-0.32%-0.99%-1.33%-
EPS (Basic)6.110.001.772.360.39-0.120.21
Diluted Shares Outstanding101.21M101.21M116.24M1.99B1.97B1.98B141.04M

Balance Sheet

Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash & Short Term Investments+1000K1000K1000K1000K1000K1000K1000K
Cash & Due from Banks1.05B1.39B1.97B2.13B722.29M1.11B1.27B
Short Term Investments1000K1000K1000K1000K000
Total Investments+6.57B14.75B30.48B21.84B7.5B6.9B9.52B
Investments Growth %-1.25%1.07%-0.28%-0.66%-0.08%0.38%
Long-Term Investments6.03B13.99B24.78B19.92B7.5B6.9B9.52B
Accounts Receivables1000K01000K01000K00
Goodwill & Intangibles+-------
Goodwill46.98M40.26M47.23M1.3B1.26B1.24B1.23B
Intangible Assets3.18B2.87B2.86B5.39B6.95B6.44B7.63B
PP&E (Net)202.56M455.37M449.71M682.27M640.38M598.55M495.62M
Other Assets180.81M208.83M619.01M180.36M1.85B1.72B3.06B
Total Current Assets1.91B2.55B8.25B4.74B1.35B1.78B2.06B
Total Non-Current Assets9.64B17.57B29.28B28.04B18.73B17.45B22.45B
Total Assets+11.55B20.08B37.53B32.77B20.08B19.23B24.51B
Asset Growth %-0.74%0.87%-0.13%-0.39%-0.04%0.27%
Return on Assets (ROA)--0.01%0.01%0%-0%0%
Accounts Payable92.68M157.4M251.96M271.54M116.33M171.35M181.71M
Total Debt+8.11B15.96B27.65B21.18B10.35B9.56B13.98B
Net Debt7.06B14.56B25.68B19.05B9.63B8.45B12.7B
Long-Term Debt3.87B5.2B7.05B9.22B4.85B4.53B4.76B
Short-Term Debt4.24B10.44B20.33B11.48B5.07B4.63B8.89B
Other Liabilities567.58M493.97M1.75B1.56B1.14B1.2B1.31B
Total Current Liabilities4.33B10.6B20.58B11.75B5.19B4.81B9.08B
Total Non-Current Liabilities4.44B6.01B9.07B11.26B6.42B6.12B6.39B
Total Liabilities8.77B16.57B29.65B23.02B11.61B10.93B15.47B
Total Equity+2.78B3.5B7.88B9.76B8.48B8.3B9.04B
Equity Growth %-0.26%1.25%0.24%-0.13%-0.02%0.09%
Equity / Assets (Capital Ratio)-------
Return on Equity (ROE)--0.03%0.03%0.01%-0%0%
Book Value per Share27.4834.6167.814.914.304.1964.12
Tangible BV per Share-------
Common Stock2.78B3.51B20K20K20K20K20K
Additional Paid-in Capital00282.74M287.56M276.22M340.53M389.69M
Retained Earnings00207.42M378M300.39M284.3M312.83M
Accumulated OCI-868K-151K317K81K69K52K-48K
Treasury Stock0000000
Preferred Stock0000000

Cash Flow

Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash from Operations+1.43B-6.98B-1.68B7.74B10.82B110.33M-2.63B
Operating CF Growth %--5.88%0.76%5.62%0.4%-0.99%-24.83%
Net Income614.86M897.13M9.4B6.07B699.93M-15.51M635.83M
Depreciation & Amortization76.92M74.95M74.32M74.71M94.02M110.27M112.92M
Deferred Taxes-1.97B066.53M48.32M36.17M-17.78M29.35M
Other Non-Cash Items2.79B-8.03B-11.21B1.25B10.23B26.41M-3.69B
Working Capital Changes-113.16M35.48M-138.76M136.65M-452.61M-173.19M133.17M
Cash from Investing+-94.48M71.89M517.2M-664.85M578.74M861.15M-495.47M
Purchase of Investments-28.15M0-2.5M-39.9M-14.64M-5.47M0
Sale/Maturity of Investments1000K1000K1000K01000K1000K0
Net Investment Activity-------
Acquisitions-28.15M0-565.53M-1.23B14.64M00
Other Investing-1.33M-16.08M626.05M727.73M684.45M920.48M-427.96M
Cash from Financing+-1.67B7.23B1.76B-6.92B-12.82B-623.56M3.28B
Dividends Paid0000-2B00
Share Repurchases000-231.58M-177.7M00
Stock Issued001.75B41.98M37.76M24.88M40.6M
Net Stock Activity-------
Debt Issuance (Net)-1000K1000K1000K-1000K-1000K-1000K1000K
Other Financing-706.85M114.24M-6.74B-3.99B-182.77M2.37M9.17M
Net Change in Cash+-337.06M319.4M598.38M157.49M-1.42B347.73M152.49M
Exchange Rate Effect-1000K877K885K-115K-949K-191K-1000K
Cash at Beginning1.47B1.14B1.46B2.05B2.21B789.1M1.14B
Cash at End1.14B1.46B2.05B2.21B789.1M1.14B1.29B
Interest Paid1.68M261.39M3.49M429.76M6.41M01.73M
Income Taxes Paid515K10.97M55.7M76.63M12.54M05.66M
Free Cash Flow+1.37B-7.03B-1.78B7.44B10.72B49.99M-3.43B
FCF Growth %--6.14%0.75%5.17%0.44%-1%-69.7%

Banking Ratios

Metric2018201920202021202220232024
Return on Equity (ROE)--3.48%3.49%0.51%-0.18%0.34%
Return on Assets (ROA)--0.69%0.88%0.18%-0.08%0.13%
Net Interest Margin-0.25%-0.1%-0.27%-0.19%0.15%-0.17%-0.23%
Efficiency Ratio80.33%77.4%37.32%49.32%82.32%101.07%78.94%
Equity / Assets24.07%17.45%21%29.78%42.2%43.17%36.9%
Book Value / Share27.4834.6167.814.914.34.1964.12
NII Growth-26.04%-386.37%39.55%149.53%-206.27%-72.39%

Revenue by Segment

20202021202220232024
Direct To Customer13.01B10.58B4.78B2.99B3.89B
Direct To Customer Growth--18.67%-54.83%-37.46%30.22%
Partner Network3.18B1.77B638.61M438.85M669.83M
Partner Network Growth--44.49%-63.83%-31.28%52.63%

Frequently Asked Questions

Valuation & Price

Rocket Companies, Inc. (RKT) has a price-to-earnings (P/E) ratio of 111.6x. This suggests investors expect higher future growth.

Growth & Financials

Rocket Companies, Inc. (RKT) grew revenue by 34.8% over the past year. This is strong growth.

Rocket Companies, Inc. (RKT) reported a net loss of $102.2M for fiscal year 2024.

Dividend & Returns

Rocket Companies, Inc. (RKT) has a return on equity (ROE) of 0.3%. This is below average, suggesting room for improvement.

Industry Metrics

Rocket Companies, Inc. (RKT) has a net interest margin (NIM) of -0.2%. NIM has been under pressure due to interest rate environment.

Rocket Companies, Inc. (RKT) has an efficiency ratio of 78.9%. This is higher than peers, suggesting room for cost optimization.

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