Added to YB: 2025-12-19
Pitch date: 2025-12-17
RKT [bullish]
Rocket Companies, Inc.
-1.74%
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
$51.3B
Pitch Price
$18.98
Price Target
31.00 (+66%)
Dividend
N/A
EV/EBITDA
59.39
P/E
-112.63
EV/Sales
11.05
Sector
Financial Services
Category
growth
Rocket The Rates Down Call Option
RKT: Rates-down call option trading at 50DMA. GS sees $1.15-$1.70 EPS by 2027 depending on mortgage market recovery ($2.6T-$3.3T). Stock worth $20-$31 (12x-18x multiple). Bull case: AI cut 1M underwriting hours, can handle $300B originations, $2.1T servicing book creates refi tailwinds, Redfin/COOP acquisitions add optionality. Bear: needs lower rates to work.
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