Added to YB: 2025-11-27
Pitch date: 2025-11-25
RKLB [bullish]
Rocket Lab Corporation
+42.21%
current return
Author Info
No bio for this author
Company Info
Rocket Lab Corporation, a space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.
Market Cap
$22.7B
Pitch Price
$43.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
-122.80
P/E
-110.16
EV/Sales
39.98
Sector
Aerospace and Defense
Category
growth
Equity Research: Rocket Lab USA, Inc. (RKLB) – A Comprehensive Strategic and Financial Review
RKLB: Q3 2025 record $155M rev (+48% YoY), 34% gross margin vs negative 2020-21, proves vertical integration works. $1B+ cash, 3.5yr runway for Neutron development. Neutron delayed to 2026 but avoids 'fail fast' risks that killed Virgin Orbit/Astra. Only viable SpaceX alternative w/ DoD 'second prime' mandate. Trading 40x+ sales/$24B vs DCF intrinsic $4-5B - priced for duopoly perfection.
Read full article (11 min)