COMP <GO>
RKT vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Rocket Companies Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: RKT 2
— BRK-A 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $12.80 (+7.38%) • MKT CAP: $33.75B
roic
-0.20%
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RKT VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RKT | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -0.20% | 11.47% | -11.67 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -11.90% | 2.09% | -13.99 | BRK-A | /fcf-yield <GO> |
| Operating Margin | -0.90% | 27.80% | -28.70 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | -0.70% | 22.30% | -23.00 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 3.93% | +18.07 | RKT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 4/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 68.1 | -16.80 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.13 | -0.02 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.0x | 24.3x | -3.34 | RKT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $33.75B | $1.20T | -$1.17T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RKT REV | BRK-A REV | RKT GROSS % | BRK-A GROSS % | RKT FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $247.24B | — | — | -$4.02B | $25.04B |
| FY 2024 | $0 | $249.71B | — | — | -$2.70B | $11.62B |
| FY 2023 | $0 | $254.91B | — | — | $111.0M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RKT // BETA 1.11
BRK-A // BETA 1.13