Is Rocket Companies Stock a Good Investment?
Rocket Companies Investment Advice | RKT |
- Examine Rocket Companies' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Rocket Companies' leadership team and their track record. Good management can help Rocket Companies navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Commercial & Residential Mortgage Finance space and any emerging trends that could impact Rocket Companies' business and its evolving consumer preferences.
- Compare Rocket Companies' performance and market position to its competitors. Analyze how Rocket Companies is positioned in terms of product offerings, innovation, and market share.
- Check if Rocket Companies pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Rocket Companies' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Rocket Companies stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Rocket Companies is a good investment.
Sell | Buy |
Strong Buy
Market Performance | OK | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Rocket Companies Stock
Researching Rocket Companies' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 75.0% of the company shares are owned by institutional investors. The book value of Rocket Companies was at this time reported as 4.81. The company has Price/Earnings To Growth (PEG) ratio of 0.71. Rocket Companies last dividend was issued on the 20th of March 2025. The entity had 2:1 split on the August 28, 2014.
To determine if Rocket Companies is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Rocket Companies' research are outlined below:
| Rocket Companies appears to be risky and price may revert if volatility continues | |
| Rocket Companies has about 722.29 M in cash with (2.63 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 6.85. | |
| Rocket Companies has a poor financial position based on the latest SEC disclosures | |
| Over 75.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Acquisition by Matthew Rizik of tradable shares of Rocket Companies at 13.86 subject to Rule 16b-3 |
Rocket Companies Quarterly Accounts Payable |
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Rocket Companies uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Rocket Companies. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Rocket Companies' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Rocket Companies' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Rocket Companies' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-08-01 | 2024-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2025-02-20 | 2024-12-31 | 0.0278 | 0.04 | 0.0122 | 43 | ||
2023-08-03 | 2023-06-30 | -0.04 | -0.02 | 0.02 | 50 | ||
2024-05-02 | 2024-03-31 | 0.01 | 0.04 | 0.03 | 300 | ||
2023-05-04 | 2023-03-31 | -0.09 | -0.06 | 0.03 | 33 | ||
2024-02-22 | 2023-12-31 | -0.04 | -0.0796 | -0.0396 | 99 | ||
2022-05-10 | 2022-03-31 | 0.19 | 0.15 | -0.04 | 21 | ||
2022-11-03 | 2022-09-30 | -0.03 | -0.08 | -0.05 | 166 |
Rocket Companies Target Price Consensus
Rocket target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Rocket Companies' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 15 | Hold |
Most Rocket analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Rocket stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Rocket Companies, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationRocket Companies Target Price Projection
Rocket Companies' current and average target prices are 14.11 and 13.79, respectively. The current price of Rocket Companies is the price at which Rocket Companies is currently trading. On the other hand, Rocket Companies' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Rocket Companies Market Quote on 23rd of March 2025
Target Price
Analyst Consensus On Rocket Companies Target Price
Rocket Companies Analyst Ratings
Rocket Companies' analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Rocket Companies stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Rocket Companies' financials, market performance, and future outlook by experienced professionals. Rocket Companies' historical ratings below, therefore, can serve as a valuable tool for investors.Know Rocket Companies' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Rocket Companies is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Rocket Companies backward and forwards among themselves. Rocket Companies' institutional investor refers to the entity that pools money to purchase Rocket Companies' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-12-31 | 2.1 M | D. E. Shaw & Co Lp | 2024-12-31 | 2.1 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1.9 M | Bruni J V & Co | 2024-12-31 | 1.9 M | Renaissance Technologies Corp | 2024-12-31 | 1.7 M | Citadel Advisors Llc | 2024-12-31 | 1.5 M | Ubs Group Ag | 2024-12-31 | 1.3 M | Hillman Co | 2024-12-31 | 1.3 M | Point72 Asset Management, L.p. | 2024-12-31 | 1.3 M | Vanguard Group Inc | 2024-12-31 | 12.5 M | Boston Partners Global Investors, Inc | 2024-12-31 | 12.3 M |
Rocket Companies' market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 28.04 B.Market Cap |
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Rocket Companies' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.14 | 0.15 |
Determining Rocket Companies' profitability involves analyzing its financial statements and using various financial metrics to determine if Rocket Companies is a good buy. For example, gross profit margin measures Rocket Companies' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Rocket Companies' profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Rocket Companies' accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Rocket Companies. Check Rocket Companies' Beneish M Score to see the likelihood of Rocket Companies' management manipulating its earnings.
Evaluate Rocket Companies' management efficiency
Rocket Companies has Return on Asset of 0.0325 % which means that on every $100 spent on assets, it made $0.0325 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0733 %, implying that it generated $0.0733 on every 100 dollars invested. Rocket Companies' management efficiency ratios could be used to measure how well Rocket Companies manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to gain to 0.15 in 2025, whereas Return On Tangible Assets are likely to drop 0 in 2025. At this time, Rocket Companies' Liabilities And Stockholders Equity is comparatively stable compared to the past year. Non Current Liabilities Other is likely to gain to about 3.4 B in 2025, whereas Total Current Liabilities is likely to drop slightly above 172.6 M in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 64.12 | 46.48 | |
| Tangible Book Value Per Share | 55.42 | 58.19 | |
| Enterprise Value Over EBITDA | 12.14 | 11.54 | |
| Price Book Value Ratio | 0.18 | 0.17 | |
| Enterprise Value Multiple | 12.14 | 11.54 | |
| Price Fair Value | 0.18 | 0.17 | |
| Enterprise Value | 5.7 B | 8 B |
Understanding the management dynamics of Rocket Companies allows us to gauge its ability to sustain growth and profitability. This comprehensive analysis aids in determining the stock's value.
Forward Dividend Yield 0.0567 | Beta 2.37 |
Basic technical analysis of Rocket Stock
As of the 23rd of March, Rocket Companies holds the Coefficient Of Variation of 1010.48, risk adjusted performance of 0.0955, and Semi Deviation of 3.7. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Rocket Companies, as well as the relationship between them.Rocket Companies' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Rocket Companies insiders, such as employees or executives, is commonly permitted as long as it does not rely on Rocket Companies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Rocket Companies insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Rocket Companies' Outstanding Corporate Bonds
Rocket Companies issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Rocket Companies uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Rocket bonds can be classified according to their maturity, which is the date when Rocket Companies has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| US77313LAA17 Corp BondUS77313LAA17 | View | |
| US77313LAB99 Corp BondUS77313LAB99 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Rocket Companies' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Rocket Companies' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0955 | |||
| Market Risk Adjusted Performance | 0.1827 | |||
| Mean Deviation | 2.89 | |||
| Semi Deviation | 3.7 | |||
| Downside Deviation | 3.81 | |||
| Coefficient Of Variation | 1010.48 | |||
| Standard Deviation | 3.99 | |||
| Variance | 15.92 | |||
| Information Ratio | 0.1133 | |||
| Jensen Alpha | 0.535 | |||
| Total Risk Alpha | 0.6879 | |||
| Sortino Ratio | 0.1185 | |||
| Treynor Ratio | 0.1727 | |||
| Maximum Drawdown | 26.2 | |||
| Value At Risk | (4.71) | |||
| Potential Upside | 6.39 | |||
| Downside Variance | 14.55 | |||
| Semi Variance | 13.69 | |||
| Expected Short fall | (3.29) | |||
| Skewness | (0.37) | |||
| Kurtosis | 3.12 |
| Risk Adjusted Performance | 0.0955 | |||
| Market Risk Adjusted Performance | 0.1827 | |||
| Mean Deviation | 2.89 | |||
| Semi Deviation | 3.7 | |||
| Downside Deviation | 3.81 | |||
| Coefficient Of Variation | 1010.48 | |||
| Standard Deviation | 3.99 | |||
| Variance | 15.92 | |||
| Information Ratio | 0.1133 | |||
| Jensen Alpha | 0.535 | |||
| Total Risk Alpha | 0.6879 | |||
| Sortino Ratio | 0.1185 | |||
| Treynor Ratio | 0.1727 | |||
| Maximum Drawdown | 26.2 | |||
| Value At Risk | (4.71) | |||
| Potential Upside | 6.39 | |||
| Downside Variance | 14.55 | |||
| Semi Variance | 13.69 | |||
| Expected Short fall | (3.29) | |||
| Skewness | (0.37) | |||
| Kurtosis | 3.12 |
Consider Rocket Companies' intraday indicators
Rocket Companies intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Rocket Companies stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Rocket Companies Corporate Filings
| 14th of March 2025 Other Reports | ViewVerify | |
F4 | 11th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 10th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 3rd of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Rocket Stock media impact
Far too much social signal, news, headlines, and media speculation about Rocket Companies that are available to investors today. That information is available publicly through Rocket media outlets and privately through word of mouth or via Rocket internal channels. However, regardless of the origin, that massive amount of Rocket data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Rocket Companies news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Rocket Companies relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Rocket Companies' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Rocket Companies alpha.
Rocket Companies Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Rocket Companies can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Rocket Companies Historical Investor Sentiment
Investor biases related to Rocket Companies' public news can be used to forecast risks associated with an investment in Rocket. The trend in average sentiment can be used to explain how an investor holding Rocket can time the market purely based on public headlines and social activities around Rocket Companies. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Rocket Companies' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Rocket Companies and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Rocket Companies news discussions. The higher the estimate score, the more favorable the investor's outlook on Rocket Companies.
Rocket Companies Maximum Pain Price Across June 20th 2025 Option Contracts
Rocket Companies' options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Rocket Companies close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Rocket Companies' options.
Rocket Companies Corporate Management
| Tim Birkmeier | President - Rocket Mortgage | Profile | |
| William Banfield | Executive Mortgage | Profile | |
| Nicole Beattie | Chief Amrock | Profile | |
| Aaron Emerson | Chief Officer | Profile | |
| KimArie Yowell | Chief Officer | Profile |
Additional Tools for Rocket Stock Analysis
When running Rocket Companies' price analysis, check to measure Rocket Companies' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Rocket Companies is operating at the current time. Most of Rocket Companies' value examination focuses on studying past and present price action to predict the probability of Rocket Companies' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Rocket Companies' price. Additionally, you may evaluate how the addition of Rocket Companies to your portfolios can decrease your overall portfolio volatility.