Added to YB: 2025-12-01
Pitch date: 2025-11-28
RKT [bullish]
Rocket Companies, Inc.
-6.67%
current return
Author Info
No bio for this author
Company Info
Rocket Companies, Inc., provides spanning mortgage, real estate, and personal finance services in the United States and Canada.
Market Cap
$55.6B
Pitch Price
$19.50
Price Target
30.00 (+60%)
Dividend
N/A
EV/EBITDA
63.16
P/E
-122.02
EV/Sales
11.75
Sector
Financial Services
Category
special_situation
Rocket Companies (RKT) Strategic Investment Report: A Comprehensive Analysis of Financial Health, Operational Efficiency, and Growth Prospects (2020–2025)
RKT: Transformed from cyclical mortgage originator to vertically integrated platform via Mr. Cooper ($2.1T servicing portfolio) & Redfin acquisitions. Q3'25: 2.80% GOSM, $349M adj EBITDA despite $124M GAAP loss. Servicing provides counter-cyclical hedge; rising rates boost MSR values while rates fall enables AI-powered recapture. Target $30 (12x 2029 EPS est), 11-13% IRR. Risk: $500M integration synergies execution.
Read full article (14 min)