COMP <GO>
RKT vs SPGI // GROSS PROFIT MARGIN
Rocket Companies Inc. (NYSE) VS. S&P Global Inc. (NYSE) • 15-METRIC TALLY: RKT 2
— SPGI 9
■ METRIC PARITY
LAST: $12.80 (+7.38%) • MKT CAP: $33.75B
gross-margins
—
LAST: $466.55 (+1.28%) • MKT CAP: $133.55B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RKT VS. SPGI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RKT | SPGI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.20% | 12.20% | -12.40 | SPGI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -11.90% | 3.71% | -15.61 | SPGI | /fcf-yield <GO> |
| Operating Margin | -0.90% | 42.20% | -43.10 | SPGI | /operating-margins <GO> |
| Net Profit Margin | -0.70% | 29.20% | -29.90 | SPGI | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 7.90% | +14.10 | RKT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.88% | -0.88 | SPGI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | SPGI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 70.9 | -19.60 | SPGI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.15 | -0.04 | SPGI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.0x | 27.8x | -6.80 | RKT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $33.75B | $133.55B | -$99.79B | SPGI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RKT REV | SPGI REV | RKT GROSS % | SPGI GROSS % | RKT FCF | SPGI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $15.34B | — | 70.2% | -$4.02B | $4.96B |
| FY 2024 | $0 | $14.21B | — | 69.3% | -$2.70B | $5.05B |
| FY 2023 | $0 | $12.50B | — | — | $111.0M | $3.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RKT // BETA 1.11
SPGI // BETA 1.15