COMP <GO>
RKT vs AXP // GROSS PROFIT MARGIN
Rocket Companies Inc. (NYSE) VS. American Express Company (NYSE) • 15-METRIC TALLY: RKT 2
— AXP 9
■ METRIC PARITY
LAST: $11.92 (+3.03%) • MKT CAP: $33.75B
gross-margins
—
LAST: $323.71 (+1.82%) • MKT CAP: $217.06B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RKT VS. AXP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RKT | AXP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.20% | 9.50% | -9.70 | AXP | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 19.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -11.90% | 7.37% | -19.27 | AXP | /fcf-yield <GO> |
| Operating Margin | -0.90% | 32.00% | -32.90 | AXP | /operating-margins <GO> |
| Net Profit Margin | -0.70% | 26.20% | -26.90 | AXP | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 6.40% | +15.60 | RKT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | AXP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 8/9 | -4.00 | AXP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 58.0 | -6.70 | AXP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.95 | +0.16 | RKT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.0x | 18.6x | +2.40 | AXP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $33.75B | $217.06B | -$183.31B | AXP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RKT REV | AXP REV | RKT GROSS % | AXP GROSS % | RKT FCF | AXP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $41.30B | — | — | -$4.02B | $16.00B |
| FY 2024 | $0 | $38.83B | — | — | -$2.70B | $12.14B |
| FY 2023 | $0 | $37.22B | — | — | $111.0M | $16.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RKT // BETA 1.11
AXP // BETA 0.95