Added to YB: 2025-12-19
Pitch date: 2025-12-17
RKT [bullish]
Rocket Companies, Inc.
-22.92%
current return
Author Info
No bio for this author
Company Info
Rocket Companies, Inc., a fintech company, engages in the mortgage, real estate, and personal finance businesses in the United States and Canada.
Market Cap
$39.0B
Pitch Price
$18.98
Price Target
31.00 (+112%)
Dividend
N/A
EV/EBITDA
26.63
P/E
77.67
EV/Sales
6.71
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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