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Rocket Companies, Inc. key statistics and ratios

In fiscal 2025, Rocket Companies, Inc. had return on equity of -0.4% and a net margin of -1.0%. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2018Dec 20182019Dec 20192020Dec 20202021Dec 20212022Dec 20222023Dec 20232024Dec 20242025Dec 2025LTMSept 2026
Net margin0.0%0.0%1.3%2.4%0.8%−0.4%0.6%−1.0%11.4%
Return on equity0.0%0.0%3.5%3.5%0.5%−0.2%0.3%−0.4%5.5%
Return on assets—0.0%0.7%0.9%0.2%−0.1%0.1%−0.2%2.2%
Effective tax rate0.5%0.8%1.4%1.8%5.7%—4.8%—27.9%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Compare with peers

Head to head: RKT vs UWMCPFSI vs RKTRDN vs RKT

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Figures from Rocket Companies, Inc.'s SEC filings (10-K and 10-Q), retrieved October 30, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Rocket Companies, Inc.