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Rocket Companies, Inc. (RKT) Stock Fundamental Analysis & AI Rating 2026

RKT NYSE Mortgage Bankers & Loan Correspondents MI CIK: 0001805284
Recently Updated • Analysis: Apr 9, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
84% Confidence
AGREEMENT
STRONG SELL
95% Conf
SELL
72% Conf

📊 RKT Key Takeaways

Revenue: $125.0M
Net Margin: -54.4%
Free Cash Flow: $-4.0B
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $-0.05
AI Rating: STRONG SELL with 95% confidence
Rocket Companies, Inc. (RKT) receives a SELL rating with 84% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $125.0M, net profit margin of -54.4%, and return on equity (ROE) of -0.3%, Rocket Companies, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete RKT stock analysis for 2026.

Is Rocket Companies, Inc. (RKT) a Good Investment?

Claude

Rocket Companies faces severe financial distress with revenue collapsing 98.1% YoY and operating cash flow deteriorating to -$3.9B, indicating unsustainable cash burn. The company is unprofitable with negative operating and net margins, and without a dramatic reversal in mortgage market conditions or operational restructuring, the business model is unviable at current scale.

ChatGPT

Fundamentals show a severe top-line collapse and continued operating losses with deeply negative operating and free cash flow. While the balance sheet carries substantial equity and cash, earnings quality appears volatile and profitability trends are deteriorating, making the risk/reward unattractive on fundamentals alone.

Why Buy Rocket Companies, Inc. Stock? RKT Key Strengths

Claude
  • + Maintains $2.7B in cash reserves providing near-term liquidity runway
  • + Minimal debt burden with 0.00x debt-to-equity ratio eliminates refinancing risk
  • + Large asset base of $60.7B suggests substantial business infrastructure and market position
ChatGPT
  • + Large equity base ($22.9B) and $2.7B cash provide cushion
  • + Low reported leverage (Debt/Equity 0.00x)
  • + High reported gross profit suggests support from servicing/fair-value marks

RKT Stock Risks: Rocket Companies, Inc. Investment Risks

Claude
  • ! Operating cash flow of -$3.9B is unsustainable; at this burn rate, cash reserves could be depleted within months
  • ! Revenue decline of 98.1% YoY indicates structural collapse in refinancing and origination activity
  • ! Negative operating margin of -171% and net margin of -54.4% demonstrate business model is not viable at current operational scale
ChatGPT
  • ! Revenue down 98% YoY with negative operating margin (-171%)
  • ! Severely negative operating cash flow (-$3.93B) and FCF (-$4.02B)
  • ! Earnings quality concerns: gross profit driven by fair-value/servicing marks; key liquidity metrics N/A

Key Metrics to Watch

Claude
  • * Operating cash flow (currently -$3.9B; any improvement would be critical signal)
  • * Mortgage origination volumes and market conditions affecting refinancing activity
  • * Cash burn rate and cash position sustainability (absolute priority given -$4.0B free cash flow)
ChatGPT
  • * Operating cash flow
  • * Revenue YoY growth

Rocket Companies, Inc. (RKT) Financial Metrics & Key Ratios

Revenue
$125.0M
Net Income
$-68.0M
EPS (Diluted)
$-0.05
Free Cash Flow
$-4.0B
Total Assets
$60.7B
Cash Position
$2.7B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

RKT Profit Margin, ROE & Profitability Analysis

Gross Margin 1,850.4%
Operating Margin -171.2%
Net Margin -54.4%
ROE -0.3%
ROA -0.1%
FCF Margin -3,214.4%

RKT vs Finance Sector: How Rocket Companies, Inc. Compares

How Rocket Companies, Inc. compares to Finance sector averages

Net Margin
RKT -54.4%
vs
Sector Avg 25.0%
RKT Sector
ROE
RKT -0.3%
vs
Sector Avg 12.0%
RKT Sector
Current Ratio
RKT 0.0x
vs
Sector Avg 1.2x
RKT Sector
Debt/Equity
RKT 0.0x
vs
Sector Avg 2.0x
RKT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Rocket Companies, Inc. Stock Overvalued? RKT Valuation Analysis 2026

Based on fundamental analysis, Rocket Companies, Inc. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
-0.3%
Sector avg: 12%
Net Profit Margin
-54.4%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Rocket Companies, Inc. Balance Sheet: RKT Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
62.3%
Interest Coverage
N/A
Long-term Debt
N/A

RKT Revenue & Earnings Growth: 5-Year Financial Trend

RKT 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Rocket Companies, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-0.15 indicates the company is currently unprofitable.

RKT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-3,214.4%
Free cash flow / Revenue

Rocket Companies, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$3.9B
Cash generated from operations
Capital Expenditures
$91.0M
Investment in assets
Dividends
None
No dividend program

RKT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Rocket Companies, Inc. (CIK: 0001805284)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 4 xslF345X06/wk-form4_1775679090.xml View →
Apr 8, 2026 4 xslF345X06/wk-form4_1775679084.xml View →
Apr 8, 2026 4 xslF345X06/wk-form4_1775679078.xml View →
Apr 8, 2026 4 xslF345X06/wk-form4_1775679072.xml View →
Apr 8, 2026 4 xslF345X06/wk-form4_1775679066.xml View →

Frequently Asked Questions about RKT

What is the AI rating for RKT?

Rocket Companies, Inc. (RKT) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are RKT's key strengths?

Claude: Maintains $2.7B in cash reserves providing near-term liquidity runway. Minimal debt burden with 0.00x debt-to-equity ratio eliminates refinancing risk. ChatGPT: Large equity base ($22.9B) and $2.7B cash provide cushion. Low reported leverage (Debt/Equity 0.00x).

What are the risks of investing in RKT?

Claude: Operating cash flow of -$3.9B is unsustainable; at this burn rate, cash reserves could be depleted within months. Revenue decline of 98.1% YoY indicates structural collapse in refinancing and origination activity. ChatGPT: Revenue down 98% YoY with negative operating margin (-171%). Severely negative operating cash flow (-$3.93B) and FCF (-$4.02B).

What is RKT's revenue and growth?

Rocket Companies, Inc. reported revenue of $125.0M.

Does RKT pay dividends?

Rocket Companies, Inc. does not currently pay dividends.

Where can I find RKT SEC filings?

Official SEC filings for Rocket Companies, Inc. (CIK: 0001805284) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RKT's EPS?

Rocket Companies, Inc. has a diluted EPS of $-0.05.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is RKT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Rocket Companies, Inc. has a SELL rating with 84% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is RKT stock overvalued or undervalued?

Valuation metrics for RKT: ROE of -0.3% (sector avg: 12%), net margin of -54.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy RKT stock in 2026?

Our dual AI analysis gives Rocket Companies, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is RKT's free cash flow?

Rocket Companies, Inc.'s operating cash flow is $-3.9B, with capital expenditures of $91.0M. FCF margin is -3,214.4%.

How does RKT compare to other Finance stocks?

Vs Finance sector averages: Net margin -54.4% (avg: 25%), ROE -0.3% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 9, 2026 | Data as of: 2025-12-31 | Powered by Claude AI